Financial Advisors in Weymouth, Massachusetts (Norfolk County)

Daniel Candura, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); PennyTree Advisers is a fee-only, project or hourly practice south of Boston, Massachusetts. Pennytree Advisers does not sell products or manage money. The firm solely provides advice. Our most frequent client categories are families with children, couples contemplating retirement and college funding, independent women, unmarried or non-traditional couples, business owners and non-profit organizations.... See More

Robert Hurley
Stoddard Management Company uses a common-sense, global approach to wealth management and financial planning for families and individuals. The goal is to create an investment portfolio with a high degree of probability that it will achieve the client's long-term objectives with as little risk as possible. A portfolio is composed of all of the individual's or family's accounts, both taxable accounts and tax-deferred retirement accounts. Deficiencies in one account (such as the lack of diverse investment options in a 401k account) are compensated for in another account. In this way, all accounts are coordinated so that the entire portfolio is aimed at meeting the client's objectives. Once the portfolio is constructed it is monitored and, over time, adjusted to reflect changes in the client's objectives, changes in the markets and changes within the securities used to fund the accounts.
At the same time initial investment recommendations are implemented, estate planning, retirement planning, taxes, insurance and education funding issues are addressed. Initial recommendations regarding these issues are made. Over time these issues are reviewed in the light of changing laws and changing client requirements and adjustments are made as necessary. If you'd like to see how Stoddard Management Company can help you achieve your financial goals, please call Bob Hurley, Principal/Advisor, at to schedule a complimentary consultation.... See More

Independent, fee-based financial planner with a fiduciary responsibility to my clients. My fee-based asset management program utilizes Fidelity Investments as the custodian for my clients' assets which offers SIPC protection. Goal oriented clients are ideal.... See More

Wayne Morrill, CFP
Morrill Financial Services is a registered investment advisor. Wayne Morrill, principal of MFS, is a CFP®, has a Masters of Science in Financial Planning from Bentley College, an MBA from William and Mary and a BS in Accounting from the University of New Hampshire. He is a member of the National Association of Personal Financial Advisors. Wayne's career in financial services began in the 1980s, first managing mutual fund and pension records at GE Asset Management, then as Vice President of State Street Corporation providing client services to numerous US and foreign investment advisors of pension and mutual funds, and subsequently transitioning to personal financial planning. He also has experience preparing individul tax returns.... See More

Timbuktu Capital Management, LLC offers financial planning and investment advice. (Financial planning includes tax planning, insurance planning, retirement planning and estate planning. Financial planning services may include consultations and/or written plans, which analyze a client's financial situation and makes appropriate recommendations for strategies and methods of implementation of the strategies.)

Timbuktu Capital Management, LLC provides financial planning and investment management to individuals, families and their related entities, trusts and estates, pension plans, and family businesses. Timbuktu Capital Management, LLC works with clients to define financial objectives and to develop strategies for reaching these objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, business management issues, business planning, fringe benefits, and/or other issues specific to the client.

Timbuktu Capital Management, LLC’s compensation is solely from fees paid directly by clients. The firm does not receive commission based on the client’s purchase of any financial products, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from custodians/broker-dealers based on the client securities transactions (“no soft dollar benefits”).

Assets under the direct management of Timbuktu Capital Management, LLC are held by independent custodians, including TD Ameritrade, TIAA-CREF, Vanguard, Fidelity, Schwab or others, in the client’s name. Timbuktu Capital Management, LLC does not act as custodian of client’s assets, although we may at times be considered by the regulatory agencies to technically have “custody” over certain types of accounts held at independent custodians.... See More

Jennifer Lane, CFP
Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams. With offices in downtown Boston and Newton, Mass., the Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy! Our mission is to help people make wise financial decisions whatever their stage in life or business development. When you leave our offices, you will do so feeling confident -- knowing you have an experienced team of caring professionals steering your financial course.... See More

Robert Hockett, BA, CFP
As a fee-only, independent fiduciary, Modera Wealth Management is committed to providing advice in the best interests of its clients to help them reach their financial objectives. We offer comprehensive wealth management and portfolio management services using integrated financial planning strategies, disciplined rebalancing and diversified asset allocations with historically low-correlated, cost-efficient investments designed to minimize portfolio risk. Our professionals provide depth and breadth of industry experience and are dedicated to building trusted partnerships with clients working toward their long-term financial success. Modera manages over $2 billion in client assets as of January 1, 2017.
Our wealth management services are designed to be comprehensive and intended for clients with at least $1 million in investment assets. Alternatively, in select cases where a prospective client has entered the rapid accumulation phase, our services may also be appropriate. This may apply to some licensed professionals and other business owners who have reinvested heavily in their businesses and now need to diversify separately from their core businesses. We invite you to contact us for an initial consultation to explore if we should work together. If we are not the right firm for you, we would be more than happy to refer you to a fee-only firm that may be more appropriate.
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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 is important for you to feel comfortable with our process, our philosophy and our personality before making this decision. Similarly, Ariadne makes an investment in each of our clients. Because we are unwilling to compromise our ability to maintain personal connections with each client, our growth is limited. For us to be successful, we make sure the clients we work with are those who we are best positioned to help.
Prior to asking for a commitment, we engage in a series of in-depth discussions to help us clearly understand your values, goals and financial situation. Following these conversations, we provide you with a plan and review our suggested course of action. If you are comfortable with what you hear and want to move forward, we formalize the relationship and begin working together. If you choose not to continue working with us, that's ok too. Ariadne will not be a good fit for everybody. The analysis and suggestions we've offered come at no cost to you. In the very least we hope you've learned something and that our conversations have left you in a better place than when we began.
We understand that our approach is fairly unique. In the spirit of fairness, we owe this level of due-diligence to both our clients, and ourselves. We strongly believe an extensive, mutual exploration process is time well spent. It is the best way to ensure each party has the level of information required to make an educated decision about moving forward. What's good for our clients, is good for us.... See More

Providing retirement and protection solutions.

I deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs.

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, I believe success should be measured not just by your present financial well-being, but by how confident you feel about your future. My mission is to help you plan your financial goals by maintaining your financial focus, through a personal relationship based on knowledgeable advice, high level service and advanced financial planning. I take a holistic approach to the financial planning process to help my clients plan for their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, I work with my clients to help them determine the best ways to take action. Together, we review progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. I'll create financial strategies and ongoing service that help you adapt to changing needs and goals over time.

Whether you're looking for retirement planning or income, investment strategies, tax planning strategies, estate planning strategies, funding your child's education, or just where to start, I will work together with you. I offer a broad range of financial products and services to help meet your needs.

I possess the experience and qualifications to help you plan for your financial goals.... 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

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