Best Financial Advisors in Newton, MA
15 firms listed · 6 in Newton · 2 open weekends · 11 rated 4.5+
Data verified October 28, 2026
Kaplan Financial Services
“Excellent person with excellent staff (Susan has a super sense of humor).”
Insight Financial Strategists
“What really impressed me was how he first focused on my personal goals, then built a strategy around what I actually want my life to look like”
Redwood Investments
Prime Solutions Investments
Auxano Wealth Management
The 15 firms listed for Newton, 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: Newton, MA
Of the 15 firms we list here, 6 are in Newton itself and 9 come from towns including Boston (4, 6 mi), Newton Lower Falls (1, 2 mi) and Waltham (1, 4 mi). 11 of the firms on this page have a rating, from 4.8 to 5.0 across 293 reviews; 2 have 50 or more reviews. 2 are open on weekends. 1 lists staff certifications (CFP) and 6 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 23 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 4 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 Newton take financial planning bookings online?
4 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.
Plum Street Advisors
Hajiani CPA
“I personally owe him a few years of my life for relieving the stress that comes with taxes.”
Book onlineBook
Quality Tax and Business Partners
“Just started working with Chris and the team last year, but it's already been a great experience.”
Single Point Partners
“We are confident that our financial matters are in excellent hands with SPP.”
Savant Wealth Management
“They are consistently proactive about keeping us informed, via various modes of communication, so you can choose what works best for you.”
Beyond Your Hammock
“This has been a great investment in out future and helping us align and stick to our financial goals.”
Coromandel Wealth Strategies
“In person he is very enthusiastic about sharing his knowledge of financial matters - often to the point of getting carried away with too much information”
Pension & Wealth Management Advisors
“Their team took the time to truly understand my financial goals and built a strategy tailored specifically to my needs.”
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.”
Why these companies made our list
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