Financial Advisors in Waltham, Massachusetts (Middlesex County)

Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading edge techniques to provide customized advice within an affordable fee structure.
With most clients, we begin with a financial plan, and move on to investment management and / or ongoing financial planning support as client need and interest warrant.
We offer a complimentary initial consultation to clients considering a financial plan.... See More

Jonathan Ullman, CFP, EA
Montis Financial is a small, boutique firm which prides itself in adapting to the needs of the clients. An absolute commitment to objectivity, communication and life enhancement solutions sets us apart from many firms in our field.
The bulk of the practice is driven through asset allocation and management. The value is added through our financial planning expertise. The divorce planning expertise has developed through practice. Like many of us, as our clients age much attention is spent on retirement issues as they relate to quality of life and financial issues.... See More

William Baldwin, BBA, JD, LLM
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1986. We work with a select group of high net-worth clients and manage over $1.5 billion in client assets. With superior service, personal attention, and expertise, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients' interests first, act with integrity and honesty, and strive for unmatched quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide successful strategies for our clients. ... See More

Fee-only, hourly based financial planning in a supportive & non-judgmental atmosphere. With a background in women's psychology and working as a financial planner since 1984, Sharon helps clients reach their personal goals and address their financial concerns.... See More

Chris Chen CFP® is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Chen CFP® helps guide successful individuals and families with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging such as retirement income planning, expatriation, and divorce financial planning.

As a CFP® professional, Chris works with his clients' own legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning.

Chris earned his Bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C... See More

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 approach to planning and investing. The president’s background in psychology helps us better understand our clients’ values, financial needs and goals. His background in strategic planning helps us develop various scenarios which must be considered including large gains and declines in various asset classes.The president’s background as an educator helps him demystify the financial jargon and educate clients about their own personal financial situations. We apply the same care and attention to our client’s investment portfolio as we do to our own portfolios.A thorough understanding of each client enables us to determine how much risk they are willing to take for a certain level of return. We consider the client’s employment and financial situation before developing specific investment strategies and portfolios. Clients’ personal situations change and we revise their portfolios to reflect this. ... See More

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 integrity, so that we can be there to help you build, manage, and protect your assets through life's transitions. Schedule an introductory call:... See More

Beverly Chapman, CFP
At Values: Financial Counseling and Education, I am a solo practitioner working with clients on an hourly fee basis. Through a series of face-to-face working session we develop a clear picture of the client's current financial position and work through the questions, issues and decisions they face. I do not manage portfolios for clients, but I do education and coach clients through managing their own portfolios using mutual funds and exchange traded funds.... See More

Advocate Financial Management is an independent, fee-only financial planning and investment management firm located in Arlington, Massachusetts focused on helping clients in the second half of life.

We serve clients in the Greater Boston area, including Arlington, Belmont, Cambridge, Lexington and Winchester.

At Advocate Financial Management we take a holistic approach to financial planning and our clients come to expect more than financial advice.

Partnering with our clients, we begin by listening and helping them to identify, clarify and prioritize their goals and aspirations.

Through a collaborative process, we help clients organize their current affairs, creating for them a better understanding and clearer picture of their financial situation today. Our detailed analysis of their current financial position, provides a greater sense of control and a vantage point for making more effective financial decisions.

Only after truly understanding what is most important in their lives, can we begin to look at the options available and put together a financial plan to help guide them towards achieving their life goals.

Our clients are individuals seeking significance in the second half of life. Their focus is on family, community and the world. They're committed to helping others and to leaving a lasting legacy.

At Advocate Financial Management, our mission as financial advisor is to serve our clients as a trusted advisor, providing them with the tools and caring counsel necessary to simplify and take control of their financial future. Allowing them to focus their energies on what they're most passionate about.

Call us today for a free consultation at or visit us on the web at http://advocatefinancialmanagement.com... See More

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 with clients with all types of income levels and financial situations. Topics include: creating a system for managing income and expenses, setting savings and investing goals, figuring out your investment mix, debt repayment/student loan analysis, and taking full advantage of employee benefits.
Just Wealth does not sell products or manage money. The firm solely provides advice and financal planning.
Phuong provides a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about financial planning. Find a time that works for you here: https://justwealthplanning.acuityscheduling.com/schedule.php. ... See More

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 objective analysis, clear and concise recommendations, and seamless implementation of strategy. We want to assist our clients in attaining their life goals without feeling intimidated by the process.... See More

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 clients to understand clearly where they stand today and how they can reach their long-term goals. Our investment strategies excel at preserving wealth in down markets. Adviser Investments is a fee-only registered investment advisor; we sell no products and accept no commissions or referral fees. Our firm has been serving clients for over twenty years and currently manages more than $4.5 billion in client assets. Our minimum investment requirement for new clients is $1mm. ... See More

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, because they have the confidence that their finances are in great shape. This confidence is born from the knowledge that there is a plan in place and that we are actively monitoring their finances. We look for and use the very best in academic theory and apply it to the financial planning and investment recommendations we make.... See More

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 401(k), 403(b), or IRA funds, help in planning for your child’s education, or assistance in developing a complete, integrated financial plan for your family’s future, we’ll work with you to ensure that your goals are clearly defined and guide you in pursuing them effectively. Visit our web site by clicking the link to the left, or read our financial planning web log, The FFS Blog, via the link on our home page.... See More

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 charge of their own financial futures. We work with you to identify your personal financial goals and then together create a financial plan for acheiving them. Some core tenets of our practice are: Financial planning should be holistic: all the financial areas of your life are integrated in one overall, comprehensive plan. Focus on client education. Financial planning advice should be accessible and understandable. Our Services: Paragon Financial Advisors offers comprehensive financial planning and ongoing financial management services.
Some topics that are addressed as part of the comprehensive planning process are: Retirement Planning Investment Review and Implementation Budgeting Goal Setting Tax Planning Individual Tax Preparation Insurance Review Estate PlanningFor less extensive planning needs, we offer financial check ups on an hourly basis.... See More