Financial Advisors in Southborough, Massachusetts (Worcester County)

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

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

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

Cox Capital Management is an Andover MA financial advisor specializing in custom investment portfolios managed to preserve capital and generate predictable income through risk control. We believe that perhaps the chief value we provide to our clients is to shield them from costly mistakes. We also provide state of the art financial planning services.... 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

Maureen Demers CFP EA is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maureen Demers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We provide comprehensive, tax-focused financial planning on a fee-only retainer basis for those contemplating retirement within the next 10 years.... 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

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

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

Elizabeth Remick, CFP, MBA
Ithaka Financial Planning, a fee-only, Financial Planning firm specializing in helping professional women and their families bring future dreams into today's decisions. Ithaka provides comprehensive financial planning, investment management and continuous accountability to your life and financial goals. ... See More

David Martula, CFP, MBA
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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

Jeffrey Mehler, BS, CFP, MBA
The firm of Jeffrey N. Mehler, CFP® LLC was founded in 1994 to provide clients with the practical, unbiased advice they need to make informed financial decisions. The firm is listed with all required government regulatory agencies. All financial planning and investment advisory services are performed on a fee-only basis.... See More