Top financial advisors in Framingham, 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 Framingham, MA if you're navigating complex tax rules like the 'Millionaire's tax,' which adds extra surtax on high incomes. Without expertise in local tax nuances, you risk unexpected tax bills or missed planning opportunities.
- Local tax knowledge. Confirm how they incorporate Massachusetts-specific taxes into your financial plan.
- Income threshold strategies. Ask how they manage income to minimize surtax exposure.
- Comprehensive tax planning. Ensure they consider both federal and state tax impacts together, not in isolation.
- Experience with high earners. Check if they have a track record advising clients facing similar tax brackets and financial situations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Seth T
Series 65, Series 63
Framingham, MA
Merrill
Seth Thompson's role at Merrill Lynch in Framingham, MA, equips him to navigate complex tax scenarios like the Millionaire's tax, leveraging large-firm resources and expertise in tax minimization and wealth management. His focus on executive and founder clients, combined with a 6-year industry background and a 1.10% AUM fee for managed strategies under $2 million, distinguishes him among local advisors.
Experience: 7 years
Avg account: $860,085
-
Glenn B
CFP®, CRPC®
Framingham, MA
PlanDynamic, LLC
Glenn Brown offers expertise in wealth management with a focus on high-net-worth clients in Framingham, MA, making him well-suited to navigate complex local tax rules like the Millionaire's tax. His flat-fee structure, 12 years of industry experience, and personalized approach to financial independence distinguish him from other advisors who may not combine fee transparency with a comprehensive, adaptable planning process.
Experience: 12 years
Avg account: $876,495
-
Matthew B
Series 63, Series 65
Framingham, MA
LPL Financial
Matthew Boehm's 26 years of experience and Series 63 and 65 credentials equip him to navigate complex tax scenarios like Massachusetts' Millionaire's tax. Operating within LPL Financial, a large firm offering in-house research and diverse investment solutions, he provides flat-fee financial planning and serves a broad client base including high-net-worth households, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 26 years
Avg account: $399,489
-
Martin B
CFP®, Series 66
Framingham, MA
Canby Financial Advisors
Martin Baker's 22 years of experience and CFP® certification equip him to navigate complex tax scenarios like Massachusetts' Millionaire's tax for high-net-worth clients. His firm, Canby Financial Advisors, offers both discretionary and non-discretionary management with a flat-fee structure and custom portfolios using mutual funds, ETFs, and alternative investments, distinguishing him from advisors focused solely on individual equities or traditional fee models.
Experience: 22 years
Avg account: $1,664,744
-
Michael G
PFS™, Series 63, Series 66
Framingham, MA
Polaris Investment Advisors, LLC
Michael Gore's 26 years of experience and PFS™ designation equip him to navigate complex tax scenarios like Massachusetts' Millionaire's tax for high earners in Framingham. His firm, Polaris Investment Advisors, offers both discretionary and non-discretionary portfolio management with a focus on low-cost mutual funds and ETFs, complemented by flexible fee options including flat fees and hourly rates, distinguishing him from other local advisors.
Experience: 27 years
Avg account: $1,277,864
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Framingham, 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")