Pension & Wealth Management Advisors
“They are committed to helping develop an investment strategy for your long term needs and draws in the necessary expertise.”
Best Financial Advisors in Waltham, MA
24 firms listed · all 24 in Waltham · 10 rated 4.5+ · 3 show a license
Data verified October 28, 2026
Birch Financial Partners
“Shawn is incredibly responsive and thoughtful, he helps us make sense of tradeoffs and stress tests different scenarios, so we feel confident about our decisions.”
Boston Retirement Group
“Their personal attention and thoughtful guidance make planning for the future feel much less overwhelming.”
Apex Wealth Group
“He was very knowledgeable about how the new company could benefit me and gave me plenty of time to learn and think about how the new account could be beneficial to me and eventually my beneficiaries after my death.”
LA Legacy Financial
“They've been incredibly helpful with all my financial decisions, and I always feel confident reaching out to them with questions.”
In Need Solutions
“We've worked with him for several years now and he's professional and thorough.”
The 24 firms listed for Waltham, 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: Waltham, MA
All 24 firms we list here are in Waltham itself. We have 27 firms in Waltham on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.0 to 5.0 across 129 reviews; 10 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (5), estate planning (3), insurance (3), investments (3) and business planning (2). 3 show a license on their websites; 1 lists staff certifications (CDFA, CEPA and CFP) and 4 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 60 years. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Waltham take financial planning bookings online?
6 of the 24 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.
Argent Wealth Management
“Wonderful, responsive to my questions and financial goals.”
Tony Marken
“He has always been extremely attentive and will always respond to a question or issue within 24 hours.”
O'Brien Wealth Partners
Integrated Partners
Joanna Antonopoulos, Retirement & Financial Planner
Granahan Investment Management
Sanjay Thakkar, Agent - New York Life
“I'm inspired to enjoy every minute by my life insurance because I know that no matter what happens, my family's happiness is guaranteed.”
Verbatim Advisory Group
Foster Dykema Cabot & Co.
Tom Alessi
Wealthy Choices
Paul Habib, Owner and Co-Founder - Prowealth
CW Advisors
Agilis
Lyon Financial Planning
4-Point Financial
Montis Financial
Matt Macho, CFP | Lincoln Investment
Why these companies made our list
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