Top financial advisors in Barnstable Town, MA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have a high income that might trigger Massachusetts' "Millionaire's tax"—an extra surtax on income above certain levels—you need an advisor who understands how this affects your overall tax picture. Without this expertise, you might miss opportunities to reduce your tax burden effectively.
- Income threshold navigation. Confirm how the advisor identifies when the surtax applies and plans around it.
- Tax-efficient income strategies. Ask how they recommend managing income sources to minimize surtax exposure.
- Coordination with state tax rules. Ensure they integrate Massachusetts-specific tax laws into your broader financial plan.
- Long-term surtax impact. Discuss how they model the surtax effect over multiple years, not just the current tax season.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael G
CFP®, Series 66
Centerville, MA
Raymond James Financial
Michael Garrison, a CFP® with 17 years of experience, operates from Centerville, MA, near Barnstable Town, offering expertise in retirement and business succession planning. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and comprehensive research support, he serves diverse clients including high-net-worth individuals, providing non-discretionary, tailored financial advice.
Experience: 18 years
Avg account: $700,796
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Olivia P
Series 66
Centerville, MA
Fidelity
Olivia Pearsall specializes in wealth management and income planning, making her well-suited to address the complexities of Massachusetts' Millionaire's tax for high-income clients. Working at Fidelity, a large firm, she brings four years of industry experience and a Series 66 designation, offering personalized financial plans and investment strategies that consider both short-term and long-term tax impacts.
Experience: 4 years
Avg account: $234,793
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Silas A
Series 63, Series 66
Centerville, MA
LPL Financial
Silas Atsalis offers extensive expertise in wealth management and tax-loss harvesting, which can help navigate Massachusetts' Millionaire's tax implications effectively. With 40 years of experience and a flat-fee structure at LPL Financial, a large firm serving diverse clients, he provides seasoned guidance that balances tax strategies with retirement and college savings planning.
Experience: 40 years
Avg account: $399,489
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Susan W
Series 63, Series 65
Centerville, MA
Merrill
Susan Wilson's extensive 43 years of experience and expertise in wealth management and tax minimization make her well-equipped to address the complexities of Massachusetts' Millionaire's tax for high-income clients. Based in Centerville, MA, she offers a personalized approach using advanced planning software and collaborates closely with tax advisors, distinguishing her from others by integrating family wealth strategies and socially responsible investing within a large-firm environment.
Experience: 44 years
Avg account: $860,085
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John B
Series 63, Series 65
Hyannis, MA
Cambridge Investment Research Advisors
John Butler's 27 years of experience and expertise in retirement income strategy and plans for business owners make him well-equipped to address the tax complexities of high-income clients in Barnstable Town, MA. Operating within the large firm Cambridge Investment Research Advisors, he offers flat-fee and AUM-based pricing, serving a diverse clientele including executives and retirees, which may provide a broader perspective compared to smaller, niche advisors.
Experience: 28 years
Avg account: $378,281
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