Top financial advisors in Boston, 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," you need an advisor who understands how this surtax affects your overall tax picture. Without this expertise, you could miss opportunities to reduce your tax burden effectively.
- Surtax impact analysis. Ask how they factor the additional tax on income over certain thresholds into your financial plan.
- Income timing strategies. Confirm whether they help you manage when and how you receive income to minimize surtax exposure.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to align investment and tax strategies.
- Long-term tax planning. Look for advisors who consider how changes in income and tax laws over time affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William O
Series 63, Series 65
Sout Boston, MA
Donal Fiduciaries
William O'Donnell Jr. in South Boston offers expertise in wealth management and both active and passive portfolio strategies, which can help navigate the complexities of Massachusetts' Millionaire's tax. His firm, Donal Fiduciaries, serves individuals and institutions with a consultative approach, charging flat fees or hourly rates, providing flexibility compared to typical AUM-based advisors in the area.
Experience: 8 years
Avg account: $500,000
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Michael P
Series 63, Series 65
South Boston, MA
LPL Financial
Michael Pugliese's 35 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address the complexities of Massachusetts' Millionaire's tax. Operating from South Boston with LPL Financial, a large firm offering flat-fee planning and extensive in-house research, he serves a diverse clientele including business owners and retirees, providing a broad perspective compared to smaller or less specialized advisors.
Experience: 35 years
Avg account: $399,489
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Brian F
CFP®, Series 63
South Boston, MA
BCF Law Group, LLC
Brian Foley's expertise in general tax and estate planning, combined with his 17 years of experience and CFP® certification, equips him to address the complexities of Massachusetts' Millionaire's tax. Operating independently with a flat-fee structure, he integrates conservative investment management with legal and insurance services, offering a comprehensive approach distinct from advisors focused solely on investment strategies.
Experience: 18 years
Avg account: $818,909
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Alec R
CFA®
South Boston, MA
D.B. Root & Company, LLC
Alec Root's expertise in retirement income strategy and plans for business owners suits high-income clients in Boston facing Massachusetts' Millionaire's tax. His firm, D.B. Root & Company, LLC, manages substantial assets with a multi-advisor approach, offering flat-fee and AUM-based pricing, which may appeal to those seeking flexible fee structures and personalized portfolio monitoring.
Experience: 4 years
Avg account: $1,147,610
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Christopher L
CFA®, Series 65
Boston, MA
Congress Asset Management Company, LLP
Christopher Lagan's 14 years of experience and CFA® credential equip him to navigate the complexities of Massachusetts' Millionaire's tax, especially through active portfolio management and alternative investments. His firm, Congress Asset Management Company, LLP, offers discretionary portfolio management with a research-driven approach, primarily serving institutional clients, which may differ from advisors focusing on individual high-net-worth clients or flat-fee structures.
Experience: 14 years
Avg account: $850,076
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