Top financial advisors in Massachusetts
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.
Choosing the right financial advisor in Massachusetts means focusing on whether they can handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor and whether they handle situations like yours, such as managing high income or complex investments.
- Tax planning awareness. Massachusetts has a 'Millionaire's tax' surtax on income above certain levels. Confirm the advisor understands how this affects your tax situation.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Make sure their fee structure aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella's 26 years of experience and CFP® certification equip her to address complex financial needs in Massachusetts, including tax-loss harvesting and income planning relevant to local tax considerations. Operating through Santander Securities LLC, she offers a 1.30% AUM fee structure and serves a diverse client base with discretionary portfolio management, distinguishing her from advisors with narrower client focuses or different fee models.
Experience: 26 years
Avg account: $263,306
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Dequan T
Series 65, Series 63
Waltham, MA
Transamerica Financial Advisors
Dequan Tian is equipped to assist with financial advising in Massachusetts, offering expertise in ESG investing, concentrated stock management, and wealth management, which suits clients seeking sustainable and focused investment strategies. Operating within the large firm Transamerica Financial Advisors, he provides services under a 0.65% AUM fee model and brings three years of experience, complemented by his background assisting with health insurance and Medicare, distinguishing him from advisors focused solely on investment management.
Experience: 3 years
Avg account: $48,577
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Marlean K
Series 63, Series 66
Pembroke, MA
OSAIC
Marlean Komar's 35 years of experience and expertise in annuities make her well-equipped to address complex financial needs in Massachusetts, including tax planning considerations like the state's Millionaire's tax. Operating within OSAIC, a large SEC-registered firm, she offers flat-fee financial planning and consulting services, providing flexibility for high net worth clients and access to extensive advisory resources compared to solo practitioners.
Experience: 35 years
Avg account: $398,336
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Jonah L
Series 66
Woburn, MA
Edward Jones
Jonah Lemieux is equipped to assist with retirement income strategies and multi-generational wealth transfer, key areas for those seeking financial advisors in Massachusetts. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a fee structure of up to 1.35% annually and serves clients including retirees and business owners, providing access to extensive resources and tax-efficient services not always available with smaller firms.
Experience: 1 year
Avg account: $246,728
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Marcos L
CFP®, ChFC®, Series 65, Series 63
Brookline, MA
LPL Financial
Marcos Lopez Perez is equipped to assist with wealth management and retirement plans for business owners, including SEP and solo 401k options, which suits clients seeking comprehensive financial planning in Massachusetts. His flat-fee structure and affiliation with the large firm LPL Financial provide access to extensive resources and research, differentiating him from advisors who may operate independently or use asset-based fees.
Experience: 11 years
Avg account: $399,489
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