Independent, family Business financial advisors in Boston, MA

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

Michael Pugliese is a financial advisor with LPL Financial in South Boston, MA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Sorrento Pacific Financial, Dedham Savings Bank, and several other financial services firms. He serves on nonprofit boards for Pointe Place and Brookfield Village HOA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory strategies and platforms supported by research and technology tools.

Brian Foley is a CFP® with 17 years of industry experience and is the sole advisor at BCF Law Group, LLC in South Boston, MA. He has operated BCF Law Group since 2008 and maintains a private law practice through the Law Offices of Brian C. Foley. In addition to his advisory and legal work, he prepares individual income tax returns and is a licensed independent insurance agent. BCF Law Group is an independent investment adviser serving individual clients with financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach tailored to clients’ personal circumstances, integrating estate, tax, and insurance services alongside its core investment advice.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC in Peoria, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Bedrock Digital Asset Management, Mass Mutual Investors Services, and Menold Construction and Restoration. Outside of advisory work, he co-owns YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management serves individuals, families, closely held businesses, and charitable organizations, offering investment management, financial planning, and multi-family office services. The firm manages approximately $21 million in client assets and employs a diversified investment approach that incorporates both traditional and alternative asset classes.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.