Top financial advisors in Cambridge, 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.
You might seek a financial advisor in Cambridge, MA if you're navigating complex tax situations like the state's 'Millionaire's tax,' which adds extra surtax on high incomes. Without expertise in local tax nuances, advisors may overlook key strategies that reduce your tax burden.
- Local tax knowledge. Confirm how they incorporate Massachusetts-specific taxes into your financial plan.
- Income threshold planning. Ask how they manage income levels to minimize surtax exposure.
- Investment tax impact. Understand their approach to balancing growth with tax efficiency under state rules.
- Coordination with tax professionals. Check if they collaborate with your CPA to align strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Chloe S
Series 66
Cambridge, MA
Charles Schwab
Chloe Sanders at Charles Schwab in Cambridge, MA, offers expertise in multi-state taxation and private investments, which is valuable for managing Massachusetts' complex tax environment. Her firm serves many high-net-worth clients with a 0.80% annual fee, providing access to discretionary accounts and alternative investments, distinguishing her approach from others with a focus on large-firm resources and diverse investment options.
Experience: 0 years
-
Juleby H
Series 65, Series 66
Cambridge, MA
TIAA-CREF
Juleby Hirsch's 16 years at TIAA-CREF equip her to address complex financial needs in Cambridge, including tax considerations for high-net-worth clients. Her experience with retirement plans for business owners and estate planning, combined with TIAA-CREF's model and customized portfolio management, distinguishes her from others by offering tailored strategies within a large firm setting and a competitive 0.30% AUM fee.
Experience: 16 years
Avg account: $523,144
-
Todd K
Series 63, Series 66
Cambridge, MA
Merrill
Todd Kobelski's extensive 27 years of experience and role at Merrill Lynch equip him to navigate complex financial needs in Cambridge, including tax-sensitive wealth management and retirement income strategies. His expertise in tax-loss harvesting and collaboration with specialists in banking and estate planning, combined with a 1.10% AUM fee for managed strategies under $2 million, distinguishes him among large-firm advisors focused on values-based and socially responsible investing.
Experience: 27 years
Avg account: $860,085
-
Klea C
Series 66
West Harrison, NY
J.P. Morgan Securities
Klea Pula, based in Cambridge, MA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized investment reporting. Her background includes roles at major financial institutions, and she charges a 0.30% annual fee on assets under management, which may appeal to executives and business owners seeking integrated advisory and brokerage services.
Experience: 1 year
Avg account: $318,381
-
Dennis S
Series 63, Series 66
Cambridge, MA
LPL Financial
Dennis Sexton in Cambridge, MA, offers expertise in wealth management and tax-loss harvesting, which can help navigate Massachusetts' complex tax environment, including the Millionaire's tax. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses.
Experience: 18 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Cambridge, MA
Find advisors by type
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.
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")