Financial Advisors in Scituate, Massachusetts (Plymouth County)

Financial planning in Cambridge, MA 02142.

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

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

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

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

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

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... 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

Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guidance on a more limited set of issues can work with Financially in Tune on an hourly or project basis.... 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

Jeffrey Augustine, CFA, CFP, RTRP

Fee-only, hourly based financial planning in a supportive & non-judgmental atmosphere. With a background in women's psychology and working as a financial planner since 1984, Sharon helps clients reach their personal goals and address their financial concerns.... See More

Advocate Financial Management is an independent, fee-only financial planning and investment management firm located in Arlington, Massachusetts focused on helping clients in the second half of life.

We serve clients in the Greater Boston area, including Arlington, Belmont, Cambridge, Lexington and Winchester.

At Advocate Financial Management we take a holistic approach to financial planning and our clients come to expect more than financial advice.

Partnering with our clients, we begin by listening and helping them to identify, clarify and prioritize their goals and aspirations.

Through a collaborative process, we help clients organize their current affairs, creating for them a better understanding and clearer picture of their financial situation today. Our detailed analysis of their current financial position, provides a greater sense of control and a vantage point for making more effective financial decisions.

Only after truly understanding what is most important in their lives, can we begin to look at the options available and put together a financial plan to help guide them towards achieving their life goals.

Our clients are individuals seeking significance in the second half of life. Their focus is on family, community and the world. They're committed to helping others and to leaving a lasting legacy.

At Advocate Financial Management, our mission as financial advisor is to serve our clients as a trusted advisor, providing them with the tools and caring counsel necessary to simplify and take control of their financial future. Allowing them to focus their energies on what they're most passionate about.

Call us today for a free consultation at or visit us on the web at http://advocatefinancialmanagement.com... See More

Whether you're planning your retirement or already retired, you can benefit from a relationship with Devonshire.

You need advice you can trust; a financial advisor who is unbiased, who is not influenced by commissions, and who is not paid to sell products. You want a relationship that can always place your interests first; an advisor with proven experience and the right professional credentials.

Devonshire Asset Management can give you the peace of mind that comes from planning a secure future. You can be confident in knowing your personal financial matters will be safely and professionally managed.

Devonshire specializes in providing pre-retirement planning and income-focused portfolio management. Maximizing income, providing multiple sources of growth and preserving principal are critically important areas of expertise.... See More

Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and in particular women who often find themselves navigating crossroads on their own either by choice, through loss of loved one, or divorce. Along our life's journey decisions will have to be made that impact your well-being, access to assets, where you live, and what you pay in taxes. Kim Feeny Zollo is dedicated to helping each client make better decisions with their money so that they will have better control and more confidence in their future.... See More