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Hajiani CPA

(48)

Team
Trust
Stress

“While that claim sounds inflated, it is backed by years of prompt responses, precision advice, reliable security and ultimately rewarding results, aka 'dollars-saved' that were lost with predecessor accountants.”

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Thorn Law Group

(11)

Individual Taxpayers, Partnerships, Organizations Operating in the U.S. and Abroad

“Thorn and Thorn Law Groups knowledge in understanding the crypto currency IRS letter I received was extremely helpful, and in the end, financially beneficial to my company and me.”

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Concierge Wealth Management

(14)

Financial Planning Process, Life Planning Services, Wealth Management

“At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship, and it's been clear that he makes every effort to realize this vision.”

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Single Point Partners

(11)

Team
Management
Tax

“In addition to a better cost structure for investment services, Single Point also provides invaluable additional services for the same flat fee that run the gamut from arranging valuations of business properties being put in trust, detailed estate pl...”

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C D Katz

(13)

Links of Interest, Pay Invoice, Financial Tip of the Month

“Smart use of technology, incredible security around our data; very smart team, always asking the right questions, Googleplex Technologies feels very confident in CD Katz, LLC tax accounting services.”

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Artemis Financial Advisors

(1)

Financial Planning, Divorce Financial Planning, Sustainable Investing

“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”

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Timbuktu Capital Management

(3)

Investment Management, Consulting, Retirement Planning

“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”

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Beyond Your Hammock

(22)

Team
Educating
Confidence

“I have worked with Eric / BYH for several years now - his tailored attention and advice to my unique situation has enabled me to move forward with what is best for me, which is based on my own goals, needs and life situation - rather than typical bro...”

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Loring Wolcott & Coolidge

(1)

Overview, Philanthropic Strategies, Financial Advice

“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”

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Munroe Morrow Wealth Management

(13)

Knowledge
Goals
Planning

“I've also had the opportunity to meet other staff on this team and it's easy to see that Munroe Morrow is a group of genuine folks that look out for their clients and the needs that are specific to their current and future financial success.”

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Hemenway & Barnes

(3)

“& by laws they delivered / it was expensive but they referred us to a non profit advocate tailored to meet our needs / they also delivered our documents to the sec.”

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SCS Financial

(1)

“Boston Private saving, best place for saving”

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Cambridge Associates

(1)

“I recently received a group of volunteers from Cambridge associates who helped me on my farm in Concord.”

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Claro Advisors

(20)

Knowledge
Management
Individual

“In our first meeting together he actively listened to my goals and concerns — and since then has continuously provided helpful guidance, management, and advice that is transparent and specific to my planning needs.”

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Boston Financial Management

Wealth Management, Family Office Services, Trust & Fiduciary Services

“¹BFM defines High Quality companies as those that share similar attributes, including but not limited to a demonstrated history of stable and growing cash flow and high returns on invested capital; stable business models, which we believe are relativ...”

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The Brattle Group

(1)

Accounting, Consumer Protection & Product Liability, Cryptocurrency & Digital Assets

“A great place to work, tremendously supportive during COVID.”

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Radius Wealth Management & Financial Advisor in Duxbury

(4)

Investment Management, Financial Planning

“I've worked with Christian for close to a year and find him responsive , knowledgeable, and easy to work with.”

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HQ Nguyen, CPA

“We are a full-service Accounting firm licensed in MA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

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Sandra Gilpatrick, Cfp, Wealth Consultant

(7)

Expertise
Questions
Understanding

“She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future.”

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Cooper Lapman Financial

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Patient Financial Assistance Program at Boston Medical Center

(5)

“Called the patient financial services to get help with an expired insurance.”

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Swift and Wise

(4)

Certified Business Valuation

“We had our valuation done in just a couple of days.”

FAQs

How do you value my business?

You need both your right and left brains when you set about valuing businesses, which is an endeavor that is mostly science, with a fair bit of art added in. To begin, one must understand the three principal methods of business valuation. In the context of business valuation, there are three valuation approaches: Income, Market and Asset approach.

Why should I hire a Certified Analyst?

We all understand the importance of hiring an educated and certified professional when we want a task done right. Finding the right valuation analyst for your business is no different. At Swift and Wise, LLC we have certified analysts dedicated to understanding the pulse of the market, continuing education, professional standards, and providing the highest level of service on a consistent basis.

How much is a valuation report?

We provide our clients with peace of mind and financial certainty. What you see is what you pay. There are no hidden charges. Please refer to the services page for more information. The fees quoted are guaranteed and cannot change at any time.

Is more than one Standard of value used in valuation?

Yes. There are different standards of value depending on the purpose and intended use of the valuation (and sometimes the applicable legal jurisdiction).

What is the fair market value of my business?

In its simplest sense, fair market value (FMV) is the price that an asset would sell for on the open market. Fair market value has come to represent the price of an asset under the following usual set of conditions: prospective buyers and sellers are reasonably knowledgeable about the asset, behaving in their own best interest, free of undue pressure to trade, and given a reasonable time period for completing the transaction.

More detailed information is available on the FAQ page of our website.

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Fiduciary Trust Company

Individuals & Families, Financial Advisors, Family Offices

“Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire's trust advantages. And th...”

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Independent Financial Advisor Tim Hayes

(3)

“He is always available and has reached out when he felt changes needed to be made to keep us in the positive.”

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Average Cost	$3732
Minimum cost	$1244
Maximum cost	$10572
Avg Per Hour Rates	$374

Best Financial Advisors in Boston, MA

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Boston area.

Hajiani CPA

Thorn Law Group

Concierge Wealth Management

Single Point Partners

C D Katz

Artemis Financial Advisors

Timbuktu Capital Management

Beyond Your Hammock

Loring Wolcott & Coolidge

Munroe Morrow Wealth Management

Hemenway & Barnes

SCS Financial

Cambridge Associates

Claro Advisors

Boston Financial Management

The Brattle Group

Radius Wealth Management & Financial Advisor in Duxbury

HQ Nguyen, CPA

Sandra Gilpatrick, Cfp, Wealth Consultant

Cooper Lapman Financial

Patient Financial Assistance Program at Boston Medical Center

Swift and Wise

Fiduciary Trust Company

Independent Financial Advisor Tim Hayes

Retirement Planning and Investment Management Services in Boston, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Boston

Popular in Boston