Best Financial Advisors in Cambridge, MA

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

Miller CPA

Miller CPA

(43)
  • Knows
  • Questions
  • Season
“David was patient, understanding, and taught us a good deal about options that we knew nothing about and that our previous preparer apparently did not know or did not care to tell us about.”
In Business Since 2017
625 Massachusetts Ave, Cambridge, MA
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A&I Financials

A&I Financials

(15)
CFO Services, Bookkeeping Services, Controller Services
“He really helpful person great service great ambition he know what he's doing he helps you a lot he's a really smart person also if you need him to be or meet you he will meet you and help you hands-on and besides the business he has a lot of ambitio...”
In Business Since 2021
Free Initial Consultation
Transparent Fees & Pricing
Riverview II, 245 First St #1800, Cambridge, MA
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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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Mission Park Capital

Mission Park Capital

(1)
  • Financial Advisor
  • Management
  • Resource
“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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Valor Wealth Partners

Valor Wealth Partners

Initial Plan Development, Investment Management, Ongoing Planning
“Federal employees looking to retire face complicated processes from OPM and Agency HR departments. Navigating these rules is more difficult than filling out your retirement paperwork correctly. On top of this complex system, you need to be prepared b...”
In Business Since 2018
Transparent Fees & Pricing
100 Cambridge St 14th floor, Boston, MA
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Egnyt

Egnyt

Digital Technology Consulting, Disruptive Innovation, Business Model Hackathon
“Our clients are visionary organizations who are fired up about creating new answers and solutions. We not only help you move your business onto the path of success, but blaze your own trail. EGNYT is a strategy consulting firm with a focus on hacking...”
In Business Since 2011
Transparent Fees & Pricing
485 Massachusetts Ave #300, 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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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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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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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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Management Alternatives and System Services

Management Alternatives and System Services

(4)
Tax Services, Accounting Services
“They took care of my taxes quickly, answered all of my questions promptly, and even offered advice on how to maximize my tax withholdings for future tax years.”
In Business Since 1988
Accepts All Major Credit Cards
Licensed, BBB Accredited
Serving Cambridge Area
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McConnell Rothman & Co.

McConnell Rothman & Co.

(50)
Accounting, Tax Services, Business Services
“Laurie and I have had Mc Connell Rothman as our financial planners for over 15 years from filing taxes to investment planning and mortgage services and have truly enjoyed the professional and personal experience.”
In Business Since 1996
Licensed, BBB Rating: A+
Serving Cambridge Area
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Terranova & Associates CPA

Terranova & Associates CPA

(38)
Consulting, Individual, Business
“It has been a pleasure working with Tom for over 25 years, My tax returns have changed over the years as my family has grown , I changed jobs a number of times , survived the college years, retired from full time work and now started a consulting bus...”
In Business Since 1992
Accepts All Major Credit Cards, Check, Paypal
Licensed, BBB Rating: A+
Serving Cambridge Area
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Dennis & Associates, Cpa's

Dennis & Associates, Cpa's

(29)
  • Team
  • Financial
“I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their help.”
Family Business
In Business Since 1999
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
176 Granite St, Quincy, MA
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Hajiani CPA

Hajiani CPA

(48)
  • Understand
  • Team
  • Professional
“With valuable insight into best practices, accounting methods and PPP loan application processes, my stress levels as a sole proprietor - navigating both taxes and a pandemic - has been greatly reduced.”
In Business Since 2011
Free Initial Consultation
90 Canal St 4th Floor, Boston, MA
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EMJ Financial Services

EMJ Financial Services

(26)
Bankruptcy Options That Work, Tax Problem Resolution, Find Out What the IRS “has” On You
“As a small business owner who gets really confused and overwhelmed by bookkeeping and tax prep basics, Liz got me on track, and I am seeing huge results and changes as a result of her clear guidance and vision for what was possible.”
In Business Since 2012
Average Price Tag
Licensed, BBB Rating: A+
775 Pleasant St STE 3, Weymouth, MA
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Costello Tax Associates

Costello Tax Associates

(18)
“The best place to have taxes done!”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Licensed, BBB Rating: A+
311 Highland Ave, Somerville, MA
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Rosen Law & Finance

Rosen Law & Finance

(45)
  • Knowledge
  • Estate Planning
  • Workshop
“Trust strategies were clearly explained and implemented, custom estate documents thoroughly discussed and prepared, and investment guidance options offered.”
In Business Since 2016
Accepts Travelers checks, Debit, Check, All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cambridge Area
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Kelly Financial Services

Kelly Financial Services

(45)
  • Retirement
  • Meeting
  • Accounts
“The advisors at Kelly Financial have been professional, responsive and thorough in their evaluation and recommendations for our retirement objectives and plan.”
In Business Since 2003
10 Forbes Rd #130, Braintree, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(50)
  • Advisors
  • Questions
  • Portfolio
“After a long and exhaustive search for a dedicated financial planning team we are very happy we made the decision to work with Joe, Jaimie and the rest of the professionals at Stonehearth.”
In Business Since 2010
Accepts All Major Credit Cards
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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