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Financial Advisors in Massachusetts

Just Wealth, LLC
Cambridge, MA
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Phuong Luong, BA, CFP, M.Ed.
Just Wealth is a virtual, fee-only firm that specializes in financial planning for clients doing mission-driven work. Our goal is to save you time and help you build wealth.
Just Wealth has no asset minimums and works w... See More

Pinney & Scofield, Inc.
Cambridge, MA
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John R. Goddard, CFP
Pinney & Scofield, Inc. is a fee-only firm that provides the combined service of financial planning and portfolio management. Our clients are able to concentrate on the important things in life, such as family and community, beca... See More

Visit The Practical Planner, LLC

Patricia Konetzny, CFP, EA
The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning. Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when... See More

Visit Fisher Financial Strategies

Thomas Fisher, CFP
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Fee-only, hourly financial planning and investment advice in Cambridge, MA . Whether you need a simple financial check-up, advice on how to allocate your 4... See More

Visit Bromfield Financial Advisory Group, Inc.

Eric Sneider, CFA, CFP
Bromfield Financial is a comprehensive Fee-Only financial advisory firm dedicated to helping our clients understand and improve their individual financial situations. Our purpose is to simplify your financial life through obje... See More

Visit Ariadne Wealth Advisors

Timothy Brennan, CFP
Ariadne's philosophy is centered around low costs, smart investing and fair treatment of clients.
In deciding to work with Ariadne you are investing in a relationship that you believe will be valuable to you and your family. It... See More

Visit Street Smart Financial, LLC

Rand Spero, CFP, M.Ed., MBA
Street Smart Financial is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. We take a multi-disciplinary appr... See More

Visit Essex Capital Management LLC

Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and... See More

Visit Seamark Financial Services, Inc.

Lynne Nahigyan, CFP
Seamark Financial Services is a Fee-Only™ comprehensive wealth management firm. We hold ourselves to the highest standards of integrity, professionalism, confidentiality and professional competence. We firmly believe that we hav... See More

Financially In Tune, LLC
Wakefield, MA
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Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guida... See More

Visit Rising Tides Financial

Michael Gross, CFP, CPA, MST
Our clients lead full lives and see the value in engaging a professional to save precious time, steer their financial lives in the right direction, and avoid catastrophic mistakes.
Our investment management clients tend ... See More

Resolute Financial, LLC
Newburyport, MA
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William Simpson, BS, CFP, MBA
Resolute Financial is an SEC-registered Wealth Management firm. We offer comprehensive financial planning and investment management. Clients are supported by a lead advisor, from a team of 7 CFP(R) certified financial ... See More

Visit Moore Financial Advisors, Ltd.

Susan Moore, CFP, MS
Moore Financial Advisors, Ltd., is an independent, fee-only firm providing investment management and financial planning services. Since "life is what happens when you're making plans,' we build relationships founded in trust and... See More

Adviser Investments
Newton Center, MA
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Robert Lepson, CFP, ChFC, CLU
Adviser Investments offers comprehensive financial planning and investment management services to individuals and families who are interested in protecting and growing their wealth. Our financial planning services help ... See More

Paragon Financial Advisors
Newton Highlands, MA
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Dana Levit, CFP, MBA
Our goals are to get you excited about your financial independence and to help you better understand your finances so you can make educated decisions. Most people are not financial experts yet increasingly individuals are in cha... See More

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