Top financial advisors in Greenfield, 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 Greenfield, 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, you risk unexpected tax bills or missed planning opportunities.
- Local tax knowledge. Confirm the advisor understands Massachusetts-specific taxes, including surtaxes on high earners.
- Income threshold planning. Ask how they help manage income to avoid or minimize surtax exposure.
- Comprehensive tax strategy. Look for advisors who integrate state tax rules with your overall financial plan, not just federal considerations.
- Experience with high earners. Ensure they have a track record advising clients facing similar tax brackets and complexities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Brandon M
Series 66
Greenfield, MA
Edward Jones
Brandon Mc Fadden's 14 years of experience at Edward Jones in Greenfield, MA, equip him to address complex tax situations like Massachusetts' surtaxes on high incomes. His expertise in wealth management and tax-loss harvesting, combined with the resources of a large firm serving millions, distinguishes him from other local advisors.
Experience: 15 years
Avg account: $246,728
-
Bradley B
Series 66
Greenfield, MA
LPL Financial
Bradley Baker's seven years of experience and Series 66 designation equip him to address complex financial needs in Greenfield, MA, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients and integrates broad investment solutions, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 8 years
Avg account: $399,489
-
Steve K
CFP®, Series 63, Series 65
Greenfield, MA
Orbis Wealth Management
Steve Kim's 19 years of experience and CFP® certification equip him to navigate Massachusetts' complex tax landscape, including the Millionaire's tax, for high-income clients. Operating independently at Orbis Wealth Management, he offers flat-fee financial planning and specializes in retirement plans for business owners, providing tailored strategies alongside comprehensive portfolio management and tax-loss harvesting.
Experience: 19 years
Avg account: $478,406
-
Angela S
Series 66
Greenfield, MA
Raymond James Financial
Angela Streeter's seven years of experience and Series 66 designation at Raymond James Financial equip her to address complex financial needs in Greenfield, MA, including local tax considerations. Her firm's flat-fee structure and focus on advisory and implementation support, combined with experience serving high-net-worth clients and pension plans, distinguish her from advisors emphasizing discretionary management.
Experience: 8 years
Avg account: $700,796
-
David C
CFA®
Greenfield, MA
ProsperiTea Planning
David Carnevale, a CFA® in Greenfield, MA, offers integrated tax planning and preparation through ProsperiTea Planning, which serves high-net-worth clients with fee-only financial planning and discretionary investment management. His firm emphasizes tax-aware investment strategies and uses advanced tools like RightCapital and Advyzon, differentiating him by combining local tax expertise with comprehensive asset allocation and planning services.
Experience: 0 years
Avg account: $1,460,866
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Greenfield, 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)