Financial Advisors in Wakefield, Massachusetts (Middlesex County)

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

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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 guidance on a more limited set of issues can work with Financially in Tune on an hourly or project basis.... See More

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 in particular women who often find themselves navigating crossroads on their own either by choice, through loss of loved one, or divorce. Along our life's journey decisions will have to be made that impact your well-being, access to assets, where you live, and what you pay in taxes. Kim Feeny Zollo is dedicated to helping each client make better decisions with their money so that they will have better control and more confidence in their future.... See More

Whether you're planning your retirement or already retired, you can benefit from a relationship with Devonshire.

You need advice you can trust; a financial advisor who is unbiased, who is not influenced by commissions, and who is not paid to sell products. You want a relationship that can always place your interests first; an advisor with proven experience and the right professional credentials.

Devonshire Asset Management can give you the peace of mind that comes from planning a secure future. You can be confident in knowing your personal financial matters will be safely and professionally managed.

Devonshire specializes in providing pre-retirement planning and income-focused portfolio management. Maximizing income, providing multiple sources of growth and preserving principal are critically important areas of expertise.... See More

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... 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

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

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

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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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

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

Financial planning in Cambridge, MA 02142.