Best Financial Advisors in Brookline, MA
15 firms listed · 5 in Brookline · 2 open weekends · 10 rated 4.5+
Data verified October 28, 2026
Sarner Financial
“Larry Sarner, who is an Enrolled IRS Agent, is a highly educated, highly professional tax and finance expert who has helped me out immeasurably in various ways: years ago, he successfully repositioned a zero growth retirement fund holding into a healthy, fast-growing investment through his expertise in and knowledge of investment instruments, and as well, he has been highly instrumental in providing me with taxation expertise through his meticulous handling of my yearly Federal and State income tax returns.”
Marcos Lopez, Cfp, Ricp, EA
White Pine Advisory
Cannon Beach Financial Advisors
Munroe Morrow Wealth Management
“We have the utmost trust in Kyle's decisions, and know that just like Greg, he always has our best interests in mind.”
The 15 firms listed for Brookline, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brookline, MA
Of the 15 firms we list here, 5 are in Brookline itself and 10 come from towns including Boston (7, 3 mi), Needham (1, 6 mi) and Medford (1, 7 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 332 reviews; 3 have 50 or more reviews and 10 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "understanding". 2 are open on weekends. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and wealth management (2). 6 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 22 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Brookline take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Concierge Wealth Management
“Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions.”
Hajiani CPA
“I go to them for the complete preparation of my taxes every year with reassurance that everything will be taken cared of as long as I relay my tax documents at a reasonable time before the tax filing deadline.”
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Quality Tax and Business Partners
“Chris has been incredibly helpful for my business and definitely essential for doing my taxes every year.”
Single Point Partners
“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.”
Beyond Your Hammock
“I started working with them last year and have been able to have the confidence and understanding of how I'm tracking towards my financial goals, which has been a huge weight lifted off my shoulders.”
Pension & Wealth Management Advisors
“My time with them has transformed how I think about and manage my money.”
Timbuktu Capital Management
“He keeps us informed about the financial world and his recommendations are spot on.”
Raffol and Company
“Great personality, best service, always there when you need them.”
Claro Advisors
“I am fortunate to have met him and appreciate his attention to detail.”
Why these companies made our list
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