Financial Advisors in Needham Heights, Massachusetts (Norfolk County)

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

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... 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

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

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

Steve Taylor, CFP

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

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

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

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

Stephen Ahern, AEP, BBA, CFP, CPA/PFS, MS, MST
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.
Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan.... 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

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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Mitch Zides, CFA, CFP, MBA
Constant Guidance Financial is a Registered Investment Advisory firm solely focused on creating personalized wealth management and financial planning solutions. Mitch Zides founded Constant Guidance to help his clients build, manage, and preserve their wealth. He specializes in comprehensive financial planning and can help you manage your investments.
Mitch is the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation and MBA. Mitch's specialty is managing portfolios, analyzing mutual funds, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments.
He will act as a fiduciary for you and maintains the highest level of professionalism and puts his clients first. By avoiding conflicts of interest, he can give you the peace of mind that he is working in your best interest.
He specializes with helping individuals, families, and businesses with their investments. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning.... See More