Financial Advisors in Wilmington, Massachusetts (Middlesex County)

John R. Goddard, CFP
Pinney & Scofield, Inc. is a fee-only firm that provides the combined service of financial planning and portfolio management. Our clients are able to concentrate on the important things in life, such as family and community, because they have the confidence that their finances are in great shape. This confidence is born from the knowledge that there is a plan in place and that we are actively monitoring their finances. We look for and use the very best in academic theory and apply it to the financial planning and investment recommendations we make.... See More

Phuong Luong, BA, CFP, M.Ed.
Just Wealth is a virtual, fee-only firm that specializes in financial planning for clients doing mission-driven work. Our goal is to save you time and help you build wealth.
Just Wealth has no asset minimums and works with clients with all types of income levels and financial situations. Topics include: creating a system for managing income and expenses, setting savings and investing goals, figuring out your investment mix, debt repayment/student loan analysis, and taking full advantage of employee benefits.
Just Wealth does not sell products or manage money. The firm solely provides advice and financal planning.
Phuong provides a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about financial planning. Find a time that works for you here: https://justwealthplanning.acuityscheduling.com/schedule.php. ... See More

Eric Sneider, CFA, CFP
Bromfield Financial is a comprehensive Fee-Only financial advisory firm dedicated to helping our clients understand and improve their individual financial situations. Our purpose is to simplify your financial life through objective analysis, clear and concise recommendations, and seamless implementation of strategy. We want to assist our clients in attaining their life goals without feeling intimidated by the process.... 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

Integrated cash flow, retirement, college and investment planning. Investment reviews. Ongoing Investment Management. Ongoing Retainer Planning.

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

Financial planning in Cambridge, MA 02142.

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

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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Susan Moore, CFP, MS
Moore Financial Advisors, Ltd., is an independent, fee-only firm providing investment management and financial planning services. Since "life is what happens when you're making plans,' we build relationships founded in trust and integrity, so that we can be there to help you build, manage, and protect your assets through life's transitions. Schedule an introductory call:... See More

Chris Chen CFP® is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Chen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Chen CFP® helps guide successful individuals and families with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. He is especially adept at successfully navigating clients through life transitions that are often challenging such as retirement income planning, expatriation, and divorce financial planning.

As a CFP® professional, Chris works with his clients' own legal and tax advisers to build cost-effective and tax-efficient strategies to help clients achieve their long-term financial goals with wealth preservation, asset growth, and legacy planning.

Chris earned his Bachelor’s degree in Economics and International Relations from the University of Rochester and his MBA in Finance from the McCombs School of Business at the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Divorce Financial Analyst, and is a trained Mediator, having completed mediation training in accordance with M.G.L. ch.233 § 23C... See More

I deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs.

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, I believe success should be measured not just by your present financial well-being, but by how confident you feel about your future. My mission is to help you plan your financial goals by maintaining your financial focus, through a personal relationship based on knowledgeable advice, high level service and advanced financial planning. I take a holistic approach to the financial planning process to help my clients plan for their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, I work with my clients to help them determine the best ways to take action. Together, we review progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. I'll create financial strategies and ongoing service that help you adapt to changing needs and goals over time.

Whether you're looking for retirement planning or income, investment strategies, tax planning strategies, estate planning strategies, funding your child's education, or just where to start, I will work together with you. I offer a broad range of financial products and services to help meet your needs.

I possess the experience and qualifications to help you plan for your financial goals.... See More

Robert Hockett, BA, CFP
As a fee-only, independent fiduciary, Modera Wealth Management is committed to providing advice in the best interests of its clients to help them reach their financial objectives. We offer comprehensive wealth management and portfolio management services using integrated financial planning strategies, disciplined rebalancing and diversified asset allocations with historically low-correlated, cost-efficient investments designed to minimize portfolio risk. Our professionals provide depth and breadth of industry experience and are dedicated to building trusted partnerships with clients working toward their long-term financial success. Modera manages over $2 billion in client assets as of January 1, 2017.
Our wealth management services are designed to be comprehensive and intended for clients with at least $1 million in investment assets. Alternatively, in select cases where a prospective client has entered the rapid accumulation phase, our services may also be appropriate. This may apply to some licensed professionals and other business owners who have reinvested heavily in their businesses and now need to diversify separately from their core businesses. We invite you to contact us for an initial consultation to explore if we should work together. If we are not the right firm for you, we would be more than happy to refer you to a fee-only firm that may be more appropriate.
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