Financial Advisors in Lynn, Massachusetts (Essex County)

Peter Canniff, CFP
Advanced Portfolio Design, LLC provides Fee-Only Financial Planning services and Fee-Only Asset Management services. What sets us apart is that we start by really listening to the client's needs and concerns. We then perform a deeply detailed financial analysis using sophisticated computer models to lay out the most effective course of action for that client. We want to find out what the smartest things to do are based on the way the world works and your particular circumstances and preferences. Over time, we continue to take your financial bearings and recommend adjustments as needed. Our Wealth Planning Services combine our comprehensive financial planning and our portfolio management services. We are a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues and changing cash flow needs.
Some of the best work we have done for our clients involves retirement account decision making for 401k plans, deferred compensation plans, annuities, IRAs and Roth IRAs, and various pension plans.
We have also been extremely helpful in guiding clients through proven investment strategies that help them overcome the uncertainties in making investment changes.
Peter Canniff has over 22 years of experience in financial planning. Peter is particularly proficient in the areas of investment management, retirement planning, tax planning, estate planning and risk management; with special attention to understanding how those areas interact with each other.... See More

Kathryn Lund, CFP, CPA, MBA, MSFP, MST
Mosaic Financial Advisors, LLC provides fee-only comprehensive financial planning and on-going investment management services to individuals and families. We place an emphasis on building a relationship of trust and providing objective, customized advice at a fee within your means. Our core values are integrity, competence, professionalism, and respect.... 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

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

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

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

Steve Taylor, CFP

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

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

WEALTH MANAGEMENT AND TAX PREPARATION FOR AN ANNUAL CONSULTING FEE ONLY. NO PRODUCT SALES.

Noble Financial advisory, Inc. is a fee-only wealth management firm. John Feeney, the principal,has 30 years of investment experience.

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