Financial Advisors in Wakefield, Massachusetts (Middlesex County)

Lee McGowan, CCPS, CFA, CFP

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

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

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

David Carpenter, BBA, MPFP, MS, MST
Perennial Advisors Group was founded on a commitment to help people with their financial success, and embracing the fiduciary responsibility to act in our clients' best interest.
When we began in the late 90's, the term “fee-only” was fairly new, as was the financial planning industry itself.
We saw the need to help people without the sales pressure often found in the broker-dealer world, where “advisors” are selling financial products for a commission. Our fee-only philosophy seeks to minimize these conflicts of interest. Our mission is to be our client's go-to resource for all aspects of their financial lives; to help them identify and reach their goals, and to provide them with a positive investment experience.
We take great pride in the fact that the majority of our growth as a firm has been due to referrals from our clients. We strive to provide a personal experience with financial planning advice that is tailored to each individual, couple, or family's specific situation and life goals.... 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

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.
... 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

Providing retirement and protection solutions.

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 a clear, easy explanation of all financial products and services. Corey has worked with both individual and corporate clients in all facets of financial planning, including estate planning and transferring assets tax efficiently.

Corey brings more than 15 years of private investment advisory experience to his wealth management practice. He joined Northeast Planning Associates in 2011, and holds Registered Financial Consultant (RFC®) and Accredited Investment Fiduciary (AIF®) designations. Corey also holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 securities registrations through LPL Financial, as well as the Series 66 registration with NPA and LPL, and is a licensed Accident Life & Health Insurance agent. He is a member of Financial Services Institute.

An active member of his community. Corey currently sits on the Board of Directors of The Wish Project, which provides people in need in the Merrimack Valley with basic furniture, home and baby goods, primarily through reusing and recycling. By providing basic goods to people in crisis, The Wish Project helps end needless suffering in the short term, while helping to end homelessness in the long term. He is also member of the Parents Council of Children’s Castle Daycare/Preschool in West Newbury, MA and supports the Newburyport Education Foundation.

Corey graduated from Bates College in Lewiston, ME with a B.A. in Sociology. When not meeting with clients, he enjoys spending time with his family, traveling, restoring antique homes, and Crossfit. Corey resides in Newburyport, Massachusetts with his wife Rachael, and their sons AJ and Landon.... 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 planner practitioners. The firm specializes in all aspects of retirement planning and investment management.
Resolute Financial, headquartered in Newburyport MA, has advisors in Newburyport, Lynnfield, and Chelmsford, Massachusetts and in Portsmouth, NH.... 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