Financial Advisors in Burlington, Massachusetts (Middlesex 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

Ken Hoyt, CFP, EA
Hoyt Wealth Management is an independent, fee-only financial advisory practice focused on helping mid-career professionals protect and grow their net worth. I can help you organize your finances, prioritize your goals, and implement investment strategies to meet those goals while minimizing taxes. My mission is to be transparent with my clients and provide advice that is truly in your best interest.
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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

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

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

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

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

Providing retirement and protection solutions.

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

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