Financial Advisors in Mansfield, Massachusetts (Bristol County)

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

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

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

Steve Taylor, CFP

Providing retirement and protection solutions.

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

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

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

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

Ira Rapaport, AIF, CFP, CIMA, CPA/PFS
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultive team approach is designed to assist high net worth families and institutions in making financial decisions consistent with their goals and values. We provide a full range of services for the development, implementation, management and ongoing oversight of a comprehensive wealth strategy. We think strategically across all asset classes, utilizing both traditional and alternative investments in designing highly customized portfolios. Minimum Investable Asset Requirement: $2 million ... See More

Jane King, CFP
FFA provides sound, well-reasoned financial and investment advice to individuals, families and business owners. We understand that each client has specific needs and very personal goals. We analyze investment options, make specific recommendations, and design and implement a customized portfolio, which we carefully manage. We monitor the performance of that portfolio and suggest changes when necessary.
We are a small firm that enjoys working as a team with our clients and with each other. By serving as advocates and educators, we are able to translate complex data into clear information that helps facilitate well-informed financial decisions. We listen carefully to our clients. We help them understand the issues and develop relationships that are personal and enjoyable.
The complexities of our economy, the uncertainties of the stock market, and the length of time one must live on retirement savings require serious evaluation to ensure financial independence. We provide our clients with a full range of financial planning services, all of which are covered by the asset management fee.
Fairfield Financial Advisors delivers fee-only objective financial advice that is not tied to the sale of a product. Investment portfolios recommended by Fairfield Financial Advisors primarily use no-load mutual funds and individual securities. Buying and selling is done primarily through Charles Schwab & Co., and all securities are held in the name of the client.
About the President: Jane V. King is a financial advisor and money manager who spent twenty years in the investment business before starting the firm in 1993. She was a Vice President at both the Massachusetts Investors Trust and at The Keystone Group. She later served as a Senior Vice of Integrated Resources, Inc., a financial services company in New York City. Ms. King as a bachelor’s degree in French and Russian and has earned the designation of Certified Financial Planner.... 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

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