Financial Advisors in East Sandwich, Massachusetts (Barnstable County)

Lee McGowan, CCPS, CFA, CFP

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

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

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

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

Jeffrey Meenes, CFP, MS
"Independence" is one of the many attributes that is common among great financial advisors. Independence comes in many forms -- from commission-free advice, long-term thinking that avoids chasing hot investment trends, creating unique financial plans for each client, and much more.
Meenes Wealth Partners is an independent financial planning and investment advisory firm. We offer a complimentary initial consultation to further explore our services. We are here to ensure that you make optimal decisions with your money, that you get and keep your entire financial house in order, and that you have the highest level of confidence in achieving your life and financial goals.... See More

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