Tyler Lynch
“Vivian is extremely responsive, around at all hours of the day and goes above and beyond what's required of her.”
Best Financial Advisors in Cambridge, MA
15 firms listed · 6 in Cambridge · 2 open weekends · 10 rated 4.5+
Data verified October 28, 2026
Fisher Financial Strategies
Mission Park Capital
“I also really appreciate that Enrique is always available: I've learned a lot about investing through our email correspondence, and it's been great to meet over the phone when I am still confused or have additional questions as needed.”
Valor Wealth Partners
Shen Gen Accounting
Adaptive Financial Solutions
The 15 firms listed for Cambridge, 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: Cambridge, MA
Of the 15 firms we list here, 6 are in Cambridge itself and 9 come from Boston (8, 4 mi) and Medford (1, 3 mi). 10 of the firms on this page have a rating, from 4.5 to 5.0 across 178 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (81%). 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), tax planning & preparation (2) and wealth management (2). 6 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 27 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 6 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 any financial advisers listed for Cambridge offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Pinney & Scofield
Hajiani CPA
“I just started working with Al Amir and my first impressions are very positive.”
Quality Tax and Business Partners
“Chris has been doing my taxes for years and I will continue to go to Chris to do my taxes.”
Concierge Wealth Management
“Concierge Wealth Management helped guide me with retirement planning for my small business.”
Single Point Partners
“We are confident that our financial matters are in excellent hands with SPP.”
Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
Timbuktu Capital Management
“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.”
Beyond Your Hammock
“We have gentle accountability, communication/explanation that we can understand, and most importantly a great return on our investment in this service.”
Loring Wolcott & Coolidge
“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.”
Why these companies made our list
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