Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joseph B

CFP®, Series 63

Lexington, MA

OSAIC Institutions, inc.

Joseph Buckley is a financial advisor at OSAIC Institutions, Inc. in Lexington, MA, holding the CFP® designation and Series 63 license with 26 years of industry experience. His prior experience includes roles at Brookline Bank, Infinex Investments, LPL Financial, People's United Advisors, and People's Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and various co-advisory and wrap program arrangements.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Paul H

Series 63, Series 65

Lexington, MA

OSAIC Institutions, INC.

Paul Hill Jr is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Infinex Investments, Inc. and Brookline Bank since 2009. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")