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, inc ... 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 financialSee More...
Chris Chen, CFP works with retirees, professionals, executives and business owners to achieve their goals with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. As a CFP ® professionalSee More...
Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing aSee 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 obje ... See More
Joshua Trubow, CFP, MSFP
Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading e ... 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 w ... 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, beca ... See More
Thomas Fisher, CFP
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
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
Integrated cash flow, retirement, college and investment planning. Investment reviews. Ongoing Investment Management. Ongoing Retainer Planning.
Financial planning in Cambridge, MA 02142.
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 ... 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 ... 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 ... See More
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