Financial Advisors in Taunton, Massachusetts (Bristol County)

Walter Herlihy, CFP, ChFC, CLU
Beacon Financial Planning, Inc. offers comprehensive fee-only financial planning and investment management.
We have offices in Easton, Wellesley, Boston, and Hyannis, Massachusetts. We serve clients across the country.
Our focus encompasses financial planning and investment management for individuals, retirement plan management for small and medium size businesses, and charitable giving.
Working with our clients, we create a financial plan that incorporates the following: goal setting, emergency funds, debt management, insurance, investments, college planning, retirement planning, taxes, and estate planning. We also provide on-site corporate education seminars and employee financial consultation.
For more information, please contact us and we will be happy to discuss how we may best help you to achieve your financial goals.... See More

Mitch Zides, CFA, CFP, MBA
Constant Guidance Financial is a Registered Investment Advisory firm solely focused on creating personalized wealth management and financial planning solutions. Mitch Zides founded Constant Guidance to help his clients build, manage, and preserve their wealth. He specializes in comprehensive financial planning and can help you manage your investments.
Mitch is the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation and MBA. Mitch's specialty is managing portfolios, analyzing mutual funds, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments.
He will act as a fiduciary for you and maintains the highest level of professionalism and puts his clients first. By avoiding conflicts of interest, he can give you the peace of mind that he is working in your best interest.
He specializes with helping individuals, families, and businesses with their investments. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning.... 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

Susan Brown, CFA, CFP
Sound View Financial Advisors provides financial planning and investment management services to families and individuals, whether they need a short-term planning engagement or a long-term investment management relationship. One of our specialties is in helping people who have or will soon experience a major change in their financial status, such as retirement, divorce, widowhood, entering the work force or changing careers. If you are in one of these situations, we can help create a financial framework that will allow you to meet the future with confidence and peace of mind.... See More

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

Steve Taylor, CFP

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

Providing retirement and protection solutions.

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

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 have a fiduciary duty to put your interests first. Our goal is to become your trusted advisor, providing a high level of individual attention, and responding promptly and completely to your needs and concerns.... See More

Elizabeth Remick, CFP, MBA
Ithaka Financial Planning, a fee-only, Financial Planning firm specializing in helping professional women and their families bring future dreams into today's decisions. Ithaka provides comprehensive financial planning, investment management and continuous accountability to your life and financial goals. ... See More

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 to be career focused individuals or families who own a home, have at least $250,000 in investable assets, are in a high tax bracket, have accumulated savings, and consistently spend less than they earn. They know what it takes to properly manage their investments but don't have the time to spend on asset allocation and minimizing risk. They have worked hard to accumulate wealth and understand the importance of hiring a professional to preserve it and ensure that it grows at a reasonable rate.
Rising Tides Financial clients are largely concerned with organizing their finances, planning for retirement, minimizing their income taxes, and maximizing returns while mitigating unnecessary risks.
To see if Rising Tides Financial is the right fit for you, we're happy to offer a complimentary 30-minute phone consultation.... See More

Jeffrey Augustine, CFA, CFP, RTRP

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

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