Financial Advisors in Boxborough, Massachusetts (Middlesex County)

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

Jane King, CFP
FFA provides sound, well-reasoned financial and investment advice to individuals, families and business owners. We understand that each client has specific needs and very personal goals. We analyze investment options, make specific recommendations, and design and implement a customized portfolio, which we carefully manage. We monitor the performance of that portfolio and suggest changes when necessary.
We are a small firm that enjoys working as a team with our clients and with each other. By serving as advocates and educators, we are able to translate complex data into clear information that helps facilitate well-informed financial decisions. We listen carefully to our clients. We help them understand the issues and develop relationships that are personal and enjoyable.
The complexities of our economy, the uncertainties of the stock market, and the length of time one must live on retirement savings require serious evaluation to ensure financial independence. We provide our clients with a full range of financial planning services, all of which are covered by the asset management fee.
Fairfield Financial Advisors delivers fee-only objective financial advice that is not tied to the sale of a product. Investment portfolios recommended by Fairfield Financial Advisors primarily use no-load mutual funds and individual securities. Buying and selling is done primarily through Charles Schwab & Co., and all securities are held in the name of the client.
About the President: Jane V. King is a financial advisor and money manager who spent twenty years in the investment business before starting the firm in 1993. She was a Vice President at both the Massachusetts Investors Trust and at The Keystone Group. She later served as a Senior Vice of Integrated Resources, Inc., a financial services company in New York City. Ms. King as a bachelor’s degree in French and Russian and has earned the designation of Certified Financial Planner.... See More

Beverly Chapman, CFP
At Values: Financial Counseling and Education, I am a solo practitioner working with clients on an hourly fee basis. Through a series of face-to-face working session we develop a clear picture of the client's current financial position and work through the questions, issues and decisions they face. I do not manage portfolios for clients, but I do education and coach clients through managing their own portfolios using mutual funds and exchange traded funds.... See More

Ira Rapaport, AIF, CFP, CIMA, CPA/PFS
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultive team approach is designed to assist high net worth families and institutions in making financial decisions consistent with their goals and values. We provide a full range of services for the development, implementation, management and ongoing oversight of a comprehensive wealth strategy. We think strategically across all asset classes, utilizing both traditional and alternative investments in designing highly customized portfolios. Minimum Investable Asset Requirement: $2 million ... 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

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

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

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

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

Phuong Luong, BA, CFP, M.Ed.
Just Wealth is a virtual, fee-only firm that specializes in financial planning for clients doing mission-driven work. Our goal is to save you time and help you build wealth.
Just Wealth has no asset minimums and works with clients with all types of income levels and financial situations. Topics include: creating a system for managing income and expenses, setting savings and investing goals, figuring out your investment mix, debt repayment/student loan analysis, and taking full advantage of employee benefits.
Just Wealth does not sell products or manage money. The firm solely provides advice and financal planning.
Phuong provides a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about financial planning. Find a time that works for you here: https://justwealthplanning.acuityscheduling.com/schedule.php. ... See More

John R. Goddard, CFP
Pinney & Scofield, Inc. is a fee-only firm that provides the combined service of financial planning and portfolio management. Our clients are able to concentrate on the important things in life, such as family and community, because they have the confidence that their finances are in great shape. This confidence is born from the knowledge that there is a plan in place and that we are actively monitoring their finances. We look for and use the very best in academic theory and apply it to the financial planning and investment recommendations we make.... See More

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

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

Eric Sneider, CFA, CFP
Bromfield Financial is a comprehensive Fee-Only financial advisory firm dedicated to helping our clients understand and improve their individual financial situations. Our purpose is to simplify your financial life through objective analysis, clear and concise recommendations, and seamless implementation of strategy. We want to assist our clients in attaining their life goals without feeling intimidated by the process.... See More