Financial Advisors in Duxbury, Massachusetts (Plymouth County)

WH Cornerstone Investments, LLC provides wealth management solutions with straight talk, real options, and thoughtful counsel designed to protect your financial foundation while building your long term wealth.

As a privately-held firm, we’re beholden to no one but you. Instead of collecting fees for selling proprietary products, we charge transparent fees for our services and counsel – a fee that varies with the range of services a client uses. There are no hidden costs or expenses. No hidden agendas either.

You can count on WH Cornerstone to orchestrate financial complexities to meet your lifelong goals. How? We conduct our own research, select only the best partners, participate in national conferences and study trends to ensure you have access to a full range of financial services.

Amazing results occur at the intersection of life planning and financial planning. Our actionable short-term plan gets your wallet and life plans in sync.

We’re not like everyone else. But neither are you.... 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

Independent, fee-based financial planner with a fiduciary responsibility to my clients. My fee-based asset management program utilizes Fidelity Investments as the custodian for my clients' assets which offers SIPC protection. Goal oriented clients are ideal.... See More

Wayne Morrill, CFP
Morrill Financial Services is a registered investment advisor. Wayne Morrill, principal of MFS, is a CFP®, has a Masters of Science in Financial Planning from Bentley College, an MBA from William and Mary and a BS in Accounting from the University of New Hampshire. He is a member of the National Association of Personal Financial Advisors. Wayne's career in financial services began in the 1980s, first managing mutual fund and pension records at GE Asset Management, then as Vice President of State Street Corporation providing client services to numerous US and foreign investment advisors of pension and mutual funds, and subsequently transitioning to personal financial planning. He also has experience preparing individul tax returns.... See More

Therese Nicklas, CFP
The Wealth Coach for Women, Inc.® is a Fee-Only fiduciary financial planning and asset management firm committed to empowering women with smart money strategies. The firm's customized Passion Insipired, Purpose Driven™ wealth coaching system helps clients develop confidence that comes from experiencing positive results. The firm supports the needs of women in transition, such as divorced or widowed women, career changers, young professionals, pre-retirees, and pre-marriage. The firm also works with small businesses and entrepreneurs in the establishment and ongoing management of corporate retirement plans like 401k, Solo 401k, SIMPLE IRA, SEP IRA, etc. "Our mission is to help you realize your full financial potential and create ease around money".
Located in Rockland, Massachusetts, a suburb south of Boston, Massachusetts. The firm is a Registered Investment Advisory (RIA) in the State of Massachusetts and where exempted. Meetings are conducted in person, by phone or via an online meeting service.... See More

Robert Hurley
Stoddard Management Company uses a common-sense, global approach to wealth management and financial planning for families and individuals. The goal is to create an investment portfolio with a high degree of probability that it will achieve the client's long-term objectives with as little risk as possible. A portfolio is composed of all of the individual's or family's accounts, both taxable accounts and tax-deferred retirement accounts. Deficiencies in one account (such as the lack of diverse investment options in a 401k account) are compensated for in another account. In this way, all accounts are coordinated so that the entire portfolio is aimed at meeting the client's objectives. Once the portfolio is constructed it is monitored and, over time, adjusted to reflect changes in the client's objectives, changes in the markets and changes within the securities used to fund the accounts.
At the same time initial investment recommendations are implemented, estate planning, retirement planning, taxes, insurance and education funding issues are addressed. Initial recommendations regarding these issues are made. Over time these issues are reviewed in the light of changing laws and changing client requirements and adjustments are made as necessary. If you'd like to see how Stoddard Management Company can help you achieve your financial goals, please call Bob Hurley, Principal/Advisor, at to schedule a complimentary consultation.... 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

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.

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

Helping clients achieve their goals through solid financial planning. I work a lot with wealth management specifically in retirment planning, estate planning, income tax planning, investment services and overall family financial planning. My goal to help others take control over their own financial situations.... See More

Michelle Morris, CFP, EA
BRIO Financial Planning specializes in helping single women make sense of their money and their taxes. We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology developed by the Alliance of Comprehensive Planners (ACP), a national network of advisors, that address the real life needs of people just like you. You do not have to be a millionaire to work with us! We have no minimum asset requirements. We look at your financial plan as a puzzle where all the pieces need to fit together. To do that, each piece needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this “life-integrated” financial planning, and we are experts in this area. To achieve this for you, we'll provide: Goal Clarification and Assessment Coordinated Investment Advice Skillful Tax Preparation Worry-free Retirement Planning Value Based Risk Management Lifestyle Spending Review Proactive Estate Planning Flexible Services That Adapt To Your Ongoing Needs Learn more about how to take the worry out of your financial future. Contact me today to schedule a no-cost no-obligation initial consultation. ... See More

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

Anthony Salotto, BS, CFP, EA, MS
DELPHINUS FINANCIAL ADVISORS is a professional advisory firm focused on creating optimized solutions for your personal financial planning and money management challenges.Whether you're in search of smart wealth management, facilitated wealth accumulation, or simply looking for strategic retirement and/or education planning, it is of utmost importance that you work with a professional whom is worthy of your trust. To this end, I've taken every step reasonably possible to structure my firm in a manner consistent with this concern.Two key elements of my structure are: Retainer based Fee-Only compensation Fiduciary level client-advisor relationshipsA Fee-Only advisor has removed one of the most common obstacles to receiving advice you can count on, and believe in: the sales commission. Because a Fee-Only advisor is compensated ONLY by client fees, there is no financial incentive to recommend anything other than what is best for you.Taking the relationship to the level of a Fiduciary further elevates the element of trust, and allows the advisor to take on the mantle of an advocate - someone that truly advocates for your highest financial good, constantly keeping you on the path of financial success and providing peace of mind.... See More

Timbuktu Capital Management, LLC offers financial planning and investment advice. (Financial planning includes tax planning, insurance planning, retirement planning and estate planning. Financial planning services may include consultations and/or written plans, which analyze a client's financial situation and makes appropriate recommendations for strategies and methods of implementation of the strategies.)

Timbuktu Capital Management, LLC provides financial planning and investment management to individuals, families and their related entities, trusts and estates, pension plans, and family businesses. Timbuktu Capital Management, LLC works with clients to define financial objectives and to develop strategies for reaching these objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, business management issues, business planning, fringe benefits, and/or other issues specific to the client.

Timbuktu Capital Management, LLC’s compensation is solely from fees paid directly by clients. The firm does not receive commission based on the client’s purchase of any financial products, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from custodians/broker-dealers based on the client securities transactions (“no soft dollar benefits”).

Assets under the direct management of Timbuktu Capital Management, LLC are held by independent custodians, including TD Ameritrade, TIAA-CREF, Vanguard, Fidelity, Schwab or others, in the client’s name. Timbuktu Capital Management, LLC does not act as custodian of client’s assets, although we may at times be considered by the regulatory agencies to technically have “custody” over certain types of accounts held at independent custodians.... See More