Boston, MA

Popular Cities

Boston, MA
Join as a Pro

Best Financial Advisors in Boston, MA

Handpicked from 303 vetted & reviewed Financial Planning & Wealth Management firms in the Boston area, discover the top 5 elite providers among the selected group of 24 finalists.

View Profile
Beyond Your Hammock

Beyond Your Hammock

(16)
  • Goals
  • Wealth
  • Decisions
“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...”
In Business Since 2013
Transparent Fees & Pricing
50 Milk St 15th floor, Boston, MA
i
View Profile
Hajiani CPA

Hajiani CPA

(29)
  • Team
  • Questions
  • Trust
“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.”
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
90 Canal St 4th floor, Boston, MA
i
View Profile
Single Point Partners

Single Point Partners

(12)
  • Team
  • Investment
  • Family
“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...”
In Business Since 2018
Transparent Fees & Pricing
Licensed, BBB Rating: A+
277 Dartmouth St, Boston, MA
i
View Profile
Concierge Wealth Management

Concierge Wealth Management

(7)
Financial Planning Process, Life Planning Services, 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
i
View Profile
C D Katz

C D Katz

(10)
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.”
In Business Since 2018
Licensed, BBB Rating: A+
410 Boston Post Rd Suite #28, Sudbury, MA 01776
i
Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
Artemis Financial Advisors

Artemis Financial Advisors

Financial Planning, Divorce 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 2012
Transparent Fees & Pricing
Licensed, BBB Rating: A+
115 Newbury St, Boston, MA
i
View Profile
Timbuktu Capital Management

Timbuktu Capital Management

(2)
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.”
In Business Since 2009
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
800 Boylston St, Boston, MA
i
View Profile
Cambridge Associates

Cambridge Associates

“At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, s...”
In Business Since 1996
Transparent Fees & Pricing
Licensed, BBB Rating: A+
125 High St, Boston, MA
i
View Profile
Loring Wolcott & Coolidge

Loring Wolcott & Coolidge

Overview, Philanthropic Strategies, Financial Planning
“Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family's needs, prioriti...”
In Business Since 2011
Licensed, BBB Rating: A+
230 Congress St #12, Boston, MA
i
View Profile
SCS Financial

SCS Financial

(1)
“Boston Private saving, best place for saving”
In Business Since 2010
Licensed, BBB Rating: A+
888 Boylston St, Boston, MA
i
View Profile
The Brattle Group

The Brattle Group

(1)
Accounting, Consumer Protection & Product Liability, Cryptocurrency & Digital Assets
“A great place to work, tremendously supportive during COVID.”
In Business Since 1996
Coupons & Offers
Offers Financing Options
Transparent Fees & Pricing
1 Beacon St #2600, Boston, MA
i
View Profile
Munroe Morrow Wealth Management

Munroe Morrow Wealth Management

(5)
“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.”
In Business Since 2014
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
346 Commercial Street, Boston, MA
Featured

VIDEO: Are Annuities Evil? Find Out Why They Could Be Beneficial for You With the extreme market volatility of the last year, many pre-retirees and retirees are wondering what they can do to protect their retirement savings. For many, the answer might be an annuity. But with a persistent bad reputation, annuities are often lumped in with used car salesmen and telemarketers and labeled as a “scam.” We believe this is a common misconception that leaves a whole class of investment assets out of reach for those that can benefit from them the most. Let’s discuss what annuities are, and how they can be used to safeguard your retirement from market volatility.

i
View Profile
Claro Advisors

Claro Advisors

(14)
  • Investment
  • Goals
  • Knowledge
“I have observed Patrick exercising keen judgment, applying his professional analytical skills and rigorous logic in evaluating all reasonable options before deciding on actions that meets my investment goals.”
In Business Since 2011
100 High St Suite 950, Boston, MA
i
View Profile
Patient Financial Assistance Program at Boston Medical Center

Patient Financial Assistance Program at Boston Medical Center

(4)
“Called the patient financial services to get help with an expired insurance.”
In Business Since 1996
Remote Consultations Available
Transparent Fees & Pricing
Emergency Services
840 Harrison Ave, Boston, MA
i
View Profile
Polaris Capital Management

Polaris Capital Management

(2)
“Excellent investment management services, with great global and international mutual funds that are available to a retail investor like myself.”
In Business Since 1997
121 High St, Boston, MA
i
View Profile
Swift and Wise

Swift and Wise

(4)
Certified Business Valuation, Calculation of Value
“We had our valuation done in just a couple of days.”
In Business Since 2017
Transparent Fees & Pricing
867 Boylston St 5th Floor #1192, Boston, MA
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.
i
View Profile
Congress Wealth Management

Congress Wealth Management

(1)
“Nicest and smartest staff in the business”
In Business Since 2010
Licensed, BBB Rating: A+
155 Seaport Blvd, Boston, MA
i
View Profile
Sandra Gilpatrick, Cfp, Cdfa, Wealth Consultant

Sandra Gilpatrick, Cfp, Cdfa, Wealth Consultant

(2)
“She is truly passionate about her business and understands the insides and out about any type of investing especially when you are close to retirement.”
In Business Since 2012
Offers Financing Options
Transparent Fees & Pricing
101 Federal St, Boston, MA
i
View Profile
Cooper Lapman Financial

Cooper Lapman Financial

In Business Since 2011
Licensed, BBB Rating: A+
50 Congress St #245, Boston, MA
i
View Profile
HQ Nguyen, CPA

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.”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
950 Dorchester Ave, Boston, MA
i
View Profile
Volition Capital

Volition Capital

(6)
“Their team of industry experts is always ready to help with strategies and tactics they've implemented at other portfolio companies — we're grateful to have their backing and support.”
In Business Since 2009
177 Huntington Ave floor 16, Boston, MA
i
View Profile
Assetgrade

Assetgrade

(1)
Individual Investors, Business Owners
“He took us step by step through the process and made it seamless to consolidate our investment assets for better management, tracking and periodic re-balancing across both our retirement and general investments.”
In Business Since 2013
1 Boston Pl #2600, Boston, MA
i
View Profile
Green Beans Bookkeeping

Green Beans Bookkeeping

(1)
“I hire Michael quarterly to go in and clean everything up so that when tax time comes I have a clean report to work off of.”
In Business Since 2012
Transparent Fees & Pricing
8 Priscilla Rd, Boston, MA
i
View Profile
Panagora Asset Management

Panagora Asset Management

“PanAgora Asset Management is a premier provider of quantitative investment solutions. PanAgora's investment strategies are highly systematic in nature, and are built and overseen by talented and experienced investment professionals who deploy sophist...”
In Business Since 2010
Transparent Fees & Pricing
Licensed, BBB Rating: A+
1 International Pl, Boston, MA
i

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

Minimum cost
$1244
Maximum cost
$10572
National Average
$3732
Avg Per Hour Rates
$374
$2488
$6841
Fair price range is based on 403 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3732
Minimum cost $1244
Maximum cost $10572
Avg Per Hour Rates $374

Fair range $2488 to $6841 is based on 403 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Boston

Popular in Boston

, MA
Back To Top