Financial Advisors in Southborough, Massachusetts (Worcester County)

Robert Dossett, BS, CFP
Waypoint Financial Planning can help you balance your current lifestyle goals with goals for retirement. We'll tell you if you are on track for retirement, and show you scenarios so you can see how specific changes affect your retirement lifestyle.

Waypoint provides fee-only client-oriented investment management tailored to each client's risk profile, goals, and time horizon. We use low-cost index funds when possible, and invest in a tax-sensitive way, based on your needs.

We offer financial planning by topic: Retirement Planning Spending and Net Worth Analysis Tax Planning Estate Planning Insurance and Risk Analysis

Waypoint Financial Planning does not sell financial products or take commissions from any product sales. We have a fiduciary responsibility to make decisions in your best interest.

Waypoint Financial Planning LLC is a Registered Investment Adviser in the Commonwealth of Massachusetts.

Please visit our web site for more information.... See More

Patricia Konetzny, CFP, EA
The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning. Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when questions arise. ... See More

Jeffrey Meenes, CFP, MS
"Independence" is one of the many attributes that is common among great financial advisors. Independence comes in many forms -- from commission-free advice, long-term thinking that avoids chasing hot investment trends, creating unique financial plans for each client, and much more.
Meenes Wealth Partners is an independent financial planning and investment advisory firm. We offer a complimentary initial consultation to further explore our services. We are here to ensure that you make optimal decisions with your money, that you get and keep your entire financial house in order, and that you have the highest level of confidence in achieving your life and financial goals.... 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

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

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

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

Jeffrey Augustine, CFA, CFP, RTRP

David Linnard, BS, CFP, MBA
Linnard Financial Management & Planning, Inc. provides fee-only wealth management, financial planning and investment management services. Our objective is to help you build and preserve wealth through well-informed financial decisions, effective execution and managed investment risk. We provide you with a “blueprint” to achieve your financial goals, continuing assistance, and investment counsel or management. We take our fiduciary relationship seriously. Our individually customized planning and investment solutions are provided on a fee-only basis to assure that your well-being is our sole consideration. Our mission is to satisfy you by providing objective, unbiased assistance.... See More

Lee McGowan, CCPS, CFA, CFP

Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading edge techniques to provide customized advice within an affordable fee structure.
With most clients, we begin with a financial plan, and move on to investment management and / or ongoing financial planning support as client need and interest warrant.
We offer a complimentary initial consultation to clients considering a financial plan.... See More

Steve Taylor, CFP

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. With superior service, personal attention, and expertise, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients' interests first, act with integrity and honesty, and strive for unmatched quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide successful strategies for our clients. ... See More

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 field.
The bulk of the practice is driven through asset allocation and management. The value is added through our financial planning expertise. The divorce planning expertise has developed through practice. Like many of us, as our clients age much attention is spent on retirement issues as they relate to quality of life and financial issues.... See More