Top factor investing / smart beta financial advisors in Framingham, MA

Seth Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides customized financial advice tailored to the individual goals of his clients, assisting with areas such as investment allocation, college planning, credit and lending, retirement, and estate planning. He utilizes resources from Bank of America banking services and Merrill Lynch's investment products to develop strategies aimed at meeting client objectives. Seth's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Seth graduated from Pennsylvania State University System with a Bachelor's Degree. He is involved in community organizations including Junior Achievement and Young America. Outside of his professional role, Seth enjoys camping, football, hiking, hunting, music, reading, running, skiing, spending time with his family, and traveling.

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Matthew Boehm is a financial advisor with LPL Financial in Framingham, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Unified Wealth Management, LLC for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Tiffany Stoner is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Avier Wealth Advisors in Bellevue, WA, where she has worked since 2024. Her prior experience includes roles at Badgley Phelps Wealth Managers, Brighton Jones, and Charles Schwab. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various business entities. The firm emphasizes broad asset allocation strategies using primarily mutual funds and ETFs, incorporates factor research into equity allocations, and offers integrated planning and portfolio management services, including handling held-away assets.

Ryan Paul is a CFP® certificant with 13 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2016. He has worked with affiliated entities including Wealth Enhancement Brokerage Services and Wealth Enhancement Group, as well as LPL Financial, LLC. In addition to his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Keith Johnson is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. He has been with Associated Investment Services since 2017. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Pranay Dureja is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Nasdaq, Merrill, and Bank of America. Outside of finance, he is a co-founder and partner of Studio Suzuki, a small record label promoting and distributing local musical artists. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.