Best Financial Advisors in Cambridge, MA

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Cambridge area.

The Soul Supplier

The Soul Supplier

(8)
Non Profit Planning, Financial Planning, Small Business Planning
“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
Accepts All Major Credit Cards
Licensed
425 Massachusetts Ave, Cambridge, MA
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Tyler Lynch

Tyler Lynch

(2)
Tax Planning & Preparation, Accounting & Auditing, Estate Planning
“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
Free Initial Consultation
186 Alewife Brook Pkwy # 200, Cambridge, MA
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Valor Wealth Partners

Valor Wealth Partners

Initial Plan Development, Investment Management, Ongoing Planning
“Mark assumed the reigns of LLIS in 2012 after nine years learning the family business. He's built upon the foundation Judith established by adding more talented staff members and new technology. So that in addition to our proprietary client/advisor d...”
In Business Since 2018
Family Business
Transparent Fees & Pricing
100 Cambridge St 14th floor, Boston, MA
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Mission Park Capital

Mission Park Capital

(1)
“As he wasn't able to provide formal financial advice/coaching himself, he went out of his way to recommend one of his colleagues that did have the proper experience.”
In Business Since 2018
61 Garfield St Unit 6, Cambridge, MA
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Fisher Financial Strategies

Fisher Financial Strategies

“At Fisher Financial Strategies (FFS), we help our clients identify their goals and develop a plan to accomplish them. We are a Fee-Only financial planning firm. We are compensated by our clients, not through commissions or fees from client purchases ...”
In Business Since 2011
Licensed, BBB Rating: A+
1292, 245 First St #1800, Cambridge, MA
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Shen Gen Accounting

Shen Gen Accounting

Financial Services Group, Startups, International
“At Shen Gen, we offer a variety of services that can help you through the every stage of your business. Whether you need our help with assurance services, tax services, international finances, or simple accounting, our top-notch experts can serve all...”
In Business Since 2014
1 Broadway, Cambridge, MA
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Laurenz Financial

Laurenz Financial

Risk Management, Investments, Business Financial Planning
“For more than ten years, Rod has been teaching investment classes including “Fundamentals of Investing” at the Boston Center for Adult Education and “Retiring Well in a Low-Rate Environment” at the Cambridge Center for Adult Education. He discussed t...”
In Business Since 2010
The mutual realty Building, 1955 Massachusetts Ave, Cambridge, MA
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Wise Stewardship Financial Planning

Wise Stewardship Financial Planning

“Grief changes everything. I know that all too well from personal experience as I became a widower at 31 and before that, father to 3 children in heaven. My passion and purpose now is to take what I've learned from those experiences combined with fina...”
In Business Since 2017
Free Initial Consultation
Transparent Fees & Pricing
348 Cambridge Rd Suite 107, Woburn, MA 01801
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Adaptive Financial Solutions

Adaptive Financial Solutions

“As your dedicated partner, we keep your best interests in mind at all times when offering our advice and making financial recommendations for your benefit. Through our sense of integrity and as required by law, we put your interests ahead of our own ...”
In Business Since 2018
245 First St 18th floor, Cambridge, MA
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Pinney & Scofield

Pinney & Scofield

“Managing personal finances can be stressful, but with a clear pathway toward your goals, that anxiety is replaced with peace of mind. This is the value Pinney & Scofield provides. We take time to learn about your ambitions and interests, to understan...”
In Business Since 1999
22 Hilliard St, Cambridge, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Questions
  • Tax Returns
“Also his team is very patient in explaining the process and instructing me on all tax documents and information needed to get a more accurate tax return with the lowest tax balance possible.”
In Business Since 2021
Free Initial Consultation
Serving Cambridge Area
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Costello Tax Associates

Costello Tax Associates

(14)
  • Family
“And to add to that he is also a very nice guy with reasonable prices for his services.”
Offers Financing Options
In Business Since 2016
Transparent Fees & Pricing
Licensed, BBB Rating: A+
311 Highland Ave, Somerville, MA
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Spano & Dawicki

Spano & Dawicki

(29)
Medicaid, Asset Protection, Guardianship
“Attorney Spano not only masterfully managed every aspect of the formal planning for his client to ensure that all of her legal needs were met, he got personally involved in the lives of his client and her children to make sure that their lives remain...”
In Business Since 1997
Accepts Check, All Major Credit Cards, Cash, Debit
Licensed
Serving Cambridge Area
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Hajiani CPA

Hajiani CPA

(29)
  • Accounting
  • Team
  • Professional
“In addition to their attentive service each year for my family's somewhat complicated tax needs, they've helped me retroactively resolve costly clerical errors by a well-known tax service.”
In Business Since 2013
Offers Financing Options
Transparent Fees & Pricing
90 Canal St 4th floor, Boston, MA
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Single Point Partners

Single Point Partners

(12)
  • Team
  • Investment
  • Family
“Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals.”
In Business Since 2019
Transparent Fees & Pricing
Licensed, BBB Rating: A+
277 Dartmouth St, Boston, MA
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Taxpro House

Taxpro House

(3)
“Very competent and professional people when it comes to accounting.”
Transparent Fees & Pricing
In Business Since 2002
Accepts All Major Credit Cards
Free Initial Consultation
119 Ferry St, Malden, MA
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Rosen Law & Finance

Rosen Law & Finance

(29)
  • Workshop
  • Estate Planning
  • Questions
“The results of David's work were prompt and organized with specific instructions aimed at our follow through at home and included letters of instruction for our bankers & brokers to comply with our new Trust.”
In Business Since 2016
Accepts Travelers checks, Debit, Check, All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cambridge Area
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Concierge Wealth Management

Concierge Wealth Management

(7)
Life Planning Services, Financial Planning Process, Wealth Management
“From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.”
In Business Since 2010
Licensed, BBB Rating: A+
346 Commercial Street, Boston, MA
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Spark Business Consulting

Spark Business Consulting

(13)
A Day With Kasey, Services, Service: Profit First
“Just as important she has made it easy to understand the profit first accounting system which leaves us money to pay our taxes, profits to draw distributions, as well as covering payroll and operating expenses all of which we had difficulty doing in ...”
In Business Since 2022
Licensed, BBB Rating: A+
Serving Cambridge Area
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Ez Tax Preparation Services

Ez Tax Preparation Services

“* An Enrolled Agent is a tax specialist licensed to practice before the IRS. Enrolled Agents serve two critical roles: tax advisor and representative agent. To achieve this position, an EA candidate must pass a rigorous three part exam. The exam cove...”
Free Initial Consultation
In Business Since 2014
Transparent Fees & Pricing
Licensed, BBB Rating: A+
27 Cottage St, Newton, MA
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Blue Hills Wealth Management

Blue Hills Wealth Management

Fees, Planning, Process
“Personalized & Meaningful Financial Solutions. Comprehensive Financial Planning Services Quincy, MA. Financial advisors specializing in retirement, accumulation, college funding & business planning. Looking for a check-up, a plan or investment advice...”
In Business Since 1965
Transparent Fees & Pricing
Licensed, BBB Rating: A+
300 Crown Colony Dr # 102, Quincy, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(26)
Financial Planning, Management Fees, Investment Management
“I've been with been with this firm for about 23 years, first with Richard Prout and then with Jamie Upson, I simply couldn't have asked for a more professional, responsive organization.”
In Business Since 2010
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving Cambridge Area
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Artemis Financial Advisors

Artemis Financial Advisors

Divorce Financial Planning, Financial Planning, Sustainable Investing
“Each plan we develop is fully customized and suited to our client's particular needs, goals, and concerns. Our services are geared to both individuals and couples, professionals beginning their careers, in transition, or approaching retirement. No ma...”
In Business Since 2013
Transparent Fees & Pricing
Licensed, BBB Rating: A+
115 Newbury St, Boston, MA
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Raffol and Company

Raffol and Company

(1)
IRS Seizures, Tax Preparation, Payroll
“Great personality, best service, always there when you need them.”
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Cambridge Area
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Retirement Planning and Investment Management Services in Cambridge, MA Cost Estimates

Minimum cost
$1185
Maximum cost
$10068
National Average
$3554
Avg Per Hour Rates
$356
$2369
$6515
Fair price range is based on 491 cost profiles
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Average Cost $3554
Minimum cost $1185
Maximum cost $10068
Avg Per Hour Rates $356

Fair range $2369 to $6515 is based on 491 cost profiles.

Why these companies made our list

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