Cambridge, MA

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Best Financial Advisors in Cambridge, MA

The highest-rated Financial Planning & Wealth Management firms out of 316 vetted & reviewed in the Cambridge area.

Regal Financial Group - Greater Boston

Regal Financial Group - Greater Boston

(13)
  • Portfolio
  • Strategy
  • Family
“Some of the services that Josh performed for me included a 401k rollover from a previous employer, new IRA & Roth IRA account setup, a much needed makeover of my individual 'meme' stock portfolio, and a solid long-term investment strategy.”
In Business Since 2000
Coupons & Offers
Serving Cambridge Area
i
The Soul Supplier

The Soul Supplier

(8)
Financial Planning, Wealth Management, Coaching
“Beyond grateful that I have been able to find this organization, they have helped me immensely, helping me and my family learn about investments and using our income to build wealth, I would definitely recommend everyone I know.”
In Business Since 2019
Licensed
Accepts All Major Credit Cards
425 Massachusetts Ave, Cambridge, MA
i
Tyler Lynch

Tyler Lynch

(2)
Accounting & Auditing, Business Analysis & Consulting, Tax Planning & Preparation
“Vivian is extremely responsive, around at all hours of the day and goes above and beyond what's required of her.”
In Business Since 2006
Above Average Price Tag
Free Initial Consultation
186 Alewife Brook Pkwy # 200, Cambridge, MA
i
Innovative Advisory Group

Innovative Advisory Group

(1)
Portfolio Management, Financial Planning, Special Advisor Services
“Service is amazing and secured my future”
In Business Since 1999
Emergency Services
Serving Cambridge Area
i
American Private Wealth

American Private Wealth

(1)
Retirement Planning, Women & Wealth, Business Strategies
“I would gladly suggest reaching out to American Private Wealth if you are in need of unbiased advice about investments or planning for the future.”
In Business Since 2011
Serving Cambridge Area
i
Colman | Knight Advisory Group

Colman | Knight Advisory Group

(4)
“I highly recommend Colman-Knight to anyone seeking a well-rounded team of advisors who will support you in making smart financial decisions, answer all your questions without making you feel silly, and, perhaps most importantly, will help you stay fo...”
In Business Since 1998
Serving Cambridge Area
i
Statera Financial

Statera Financial

(2)
“He has been so helpful to my family in planning for our futures and I love that he can help with life insurance, 529s, financial planning.”
In Business Since 2015
AHIP Certified
Transparent Fees & Pricing
Serving Cambridge Area
i
Women's Financial Help

Women's Financial Help

(2)
“Carol quickly assessed my financial situation and made excellent recommendations that were easy for me to implement and helped me achieve my goals.”
In Business Since 2018
Below Average Price Tag
Serving Cambridge Area
i
Matson Robert A

Matson Robert A

(1)
Robert A. Matson, Clu, Chfc, Tell A Friend
“The best!”
In Business Since 2016
Serving Cambridge Area
i
Orion Wealth Advisors

Orion Wealth Advisors

(1)
“Very knowledgeable and informative resource for my wealth building journey.”
In Business Since 2010
Serving Cambridge Area
i
LA Legacy Financial

LA Legacy Financial

(6)
“Anyone looking to save for their retirement or any life insurance, I would highly recommend to work with LA Legacy Financial!”
In Business Since 2017
201 Jones Rd, Waltham, MA
i
David J. Prothero, CPA

David J. Prothero, CPA

(10)
  • Advisor
  • Planning
  • Thorough
“My political qualms with the complete mess that is our tax system aside, I couldn't have navigated this past year on my own and I'm grateful for David, Eva and Anita's professional, detailed and attentive services.”
In Business Since 2004
313 Washington St #200, Newton, MA
i
Quality Tax and Business Partners

Quality Tax and Business Partners

(19)
  • Taxes
  • Questions
  • Thorough
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
In Business Since 2014
Average Price Tag
84 High St, Medford, MA
i
Rubino & Liang Wealth Partners

Rubino & Liang Wealth Partners

(9)
  • Insurance
  • Retirement
“I have known Sam, Ryan and John at Rubino and Liang for a couple years now and during this time my family has been very impressed with their competence not only with their wise and skillful placement of our money but also their very professional orga...”
In Business Since 2018
Ryan Marston and John Conley are investment adviser representatives of Brookstone Wealth Advisors LLC, a registered investment adviser. Rubino & Liang, LLC, Sam Liang and Brookstone are not affiliated. Insurance and annuities offered through licensed professionals of Rubino & Liang Insurance Agency, LLC. MA Insurance License #1783398.
Average Price Tag
189 Wells Ave 3rd floor, Newton, MA
i

Retirement Planning and Investment Management Services Estimated Cost in Cambridge, MA 2022

Minimum cost
$1150
Maximum cost
$9775
National Average
$3450
Avg Per Hour Rates
$345
$2300
$6325
Fair price range based on 179 cost profiles
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Average Cost $3450
Minimum cost $1150
Maximum cost $9775
Avg Per Hour Rates $345

Typical range $2300 to $6325 is based on 179 cost profiles.

Why these companies made our list

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