Best Financial Advisors in Waltham, MA

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Waltham area.

Multi Professional Consultants

Multi Professional Consultants

Publication
“We are a full-service tax, business, accounting, consulting, and training company, providing quality and professional services to all fifty (50) states in the United States. Established in 2003 as a sole proprietor and incorporated in 2007, the firm ...”
In Business Since 2008
Licensed, BBB Rating: A+
Accepts Check
703 Main St, Waltham, MA
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Sensible Financial Planning

Sensible Financial Planning

(1)
Financial Planning, Ongoing Financial Guidance, Portfolio Management
“Exhibits a friendly, candid attitude with the patience to listen to you and your goals, and the willingness to breakdown to basics some fairly complicated topics.”
In Business Since 2007
Licensed, BBB Rating: A+
203 Crescent St #404, Waltham, MA
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LA Legacy Financial

LA Legacy Financial

(6)
“Luis - Thank you so much for your advice and professionalism.”
In Business Since 2017
201 Jones Rd, Waltham, MA
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Wealth Planning Resources

Wealth Planning Resources

(1)
Planning a Financial Foundation, Personal Planning, Business Owner Planning
“Mike Schiava has become a welcomed addition to my network and professional inner-circle.”
In Business Since 2011
460 Totten Pond Rd #600, Waltham, MA
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In Need Solutions

In Need Solutions

(4)
“He explained me in details what would work best for my business and I got to say I am pretty happy with his advices.”
In Business Since 2012
271 Waverley Oaks Rd Suite 210, Waltham, MA
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Wealthy Choices

Wealthy Choices

Retirement Planning Services, Post Retirement Income Management, Investment Management Services
“Are you concerned about how to maintain your lifestyle throughout your retirement? Many retirees and near retirees are worried about money and health. I can provide strategies and perspective on those issues both because of my training as a researche...”
In Business Since 1957
Licensed, BBB Rating: A+
130 Turner St bldg 3 ste 230, Waltham, MA
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Tony Marken

Tony Marken

(1)
“He has always been extremely attentive and will always respond to a question or issue within 24 hours.”
In Business Since 2005
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
303 Wyman St, Waltham, MA
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Argent Wealth Management

Argent Wealth Management

(1)
“Wonderful, responsive to my questions and financial goals.”
In Business Since 1988
200 5th Ave 7th Floor, Waltham, MA
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Ballentine Partners

Ballentine Partners

“Serving a broad range of clients, from individual professionals and entrepreneurs with $3.5 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.”
In Business Since 2009
230 3rd Ave, Waltham, MA
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Granahan Investment Management

Granahan Investment Management

“Granahan Investment Management (GIM) was founded in 1985 by investment professionals with a passion for small capitalization growth equity investing, and the sole purpose of providing high quality small cap portfolios to institutional investors and w...”
In Business Since 1990
Licensed, BBB Rating: A+
404 Wyman St, Waltham, MA
i
Joanna Antonopoulos, Retirement & Financial Planner

Joanna Antonopoulos, Retirement & Financial Planner

“The more you accomplish, the greater your ability to make an impact in your life and the lives of those you love. Success brings great opportunities and new paths to pursue, but it also brings complexity and uncertainty as you try to align your wealt...”
In Business Since 2000
Licensed, BBB Rating: A+
201 Jones Rd Suite 620, Waltham, MA
i
Verbatim Advisory Group

Verbatim Advisory Group

“Disruptive events can create uncertainty and Verbatim's custom surveys can discover the likely impact, size the market, and help validate or refine your strategy. For core or long-term positions, Verbatim can track a company or market over time. Many...”
In Business Since 2007
Transparent Fees & Pricing
300 5th Ave, Waltham, MA
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KSP Financial Consultants

KSP Financial Consultants

How We Work
“With KSP Financial, you are a true partner we advise honestly and openly. We curate lasting, meaningful client relationships that support you and your life goals. As a steadfast, independent office, you can expect guidance, education and services cen...”
In Business Since 2012
Licensed, BBB Rating: A+
880 Winter St #310, Waltham, MA
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Lexington Wealth Management

Lexington Wealth Management

(1)
“The staff is personable, diversely educated, and always treat you like family; from the first phone call to home visits, this team gets it done.”
In Business Since 2005
12 Waltham St, Lexington, MA 02421
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Foster Dykema Cabot & Co.

Foster Dykema Cabot & Co.

“Elizabeth Braudis has over 30 years' experience working with wealthy individuals and families developing and managing complex estate and financial plans. Prior to joining Foster Dykema Cabot in 2002, she worked for the Trust and Wealth Management Div...”
In Business Since 1967
Licensed, BBB Rating: A+
1075 Main St, Waltham, MA
i
Pension & Wealth Management Advisors

Pension & Wealth Management Advisors

Wealth Management, Institutional Investors, Emerging Wealth
“We are a dedicated professional team of wealth management advisors who offer comprehensive financial solutions to our clients with a risk management approach. Our planning process includes an in-depth analysis of your current financial circumstances....”
In Business Since 2004
800 South St Suite 160, Waltham, MA
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The Harvest Group Wealth Management

The Harvest Group Wealth Management

Small Business Planning, Executive Compensation, Harvest Wealth Management For Life
In Business Since 2016
800 South St #350, Waltham, MA
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Apex Wealth Group

Apex Wealth Group

Estate Planning, Retirement Planning, Financial Planning Process
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.”
In Business Since 2021
51 Sawyer Rd Suite 340, Waltham, MA
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Penta Wealth Management

Penta Wealth Management

Business Services, Services For Business Owners, Business Value Acceleration & Transition Services
“At Penta Wealth Management, we provide clients with a tailor-made five-step consultative process to address their financial planning needs and work on handling their greatest challenges. Beginning with a Discovery Meeting, we work closely with our cl...”
In Business Since 2019
800 South St Suite 200, Waltham, MA
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Aspire Wealth Management

Aspire Wealth Management

Estate Planning, Education Planning, Investment Planning
“At Aspire Wealth Management we listen and take the time to understand your complete financial situation – liabilities, cash reserves, investments, taxes and protection. We show you how to save, spend and invest more effectively while protecting what'...”
In Business Since 2012
271 Waverley Oaks Rd, Waltham, MA
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4-Point Financial

4-Point Financial

“4-Point Financial offers fee-based financial planning* services, retirement planning, estate planning, and asset management solutions tailored to successful individuals, families and businesses. Through our professional planning resource, we can prov...”
In Business Since 2015
Licensed
Remote Consultations Available
201 Jones Rd #620, Waltham, MA
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Lyon Financial Planning

Lyon Financial Planning

“Jay Abolofia, PhD, CFP®is a fee-only financial planner in Waltham, MA serving clients in Greater Boston, New England& throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planningfor a flat fee to help clients ...”
In Business Since 2019
Transparent Fees & Pricing
42 Reservoir Rd, Waltham, MA
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Daniel Haddad, Agent New York Life Insurance

Daniel Haddad, Agent New York Life Insurance

(1)
“Dan works with the intention of helping his clients get the best protection so that their family and loved ones are cared for.”
201 Jones Rd 5th floor, Waltham, MA
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Green Bee Advisory

Green Bee Advisory

“I specialize in helping busy, energetic women manage their finances and decrease their stress - so they can focus on what is important - their business, loved ones, and hobbies that give them the most fulfillment.”
In Business Since 2019
51 Sawyer Rd Suite 340, Waltham, MA
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Retirement Planning and Investment Management Services in Waltham, MA Cost Estimates

Minimum cost
$1080
Maximum cost
$9179
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range is based on 418 cost profiles
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Average Cost $3240
Minimum cost $1080
Maximum cost $9179
Avg Per Hour Rates $324

Fair range $2160 to $5940 is based on 418 cost profiles.

Why these companies made our list

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