Top 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.
You might seek a financial advisor in Massachusetts when you're navigating complex local tax rules or planning for retirement in a high-cost area. Without local insight, advisors can overlook state-specific deductions or retirement plan nuances that affect your long-term savings.
- State tax expertise. Confirm how they incorporate Massachusetts tax laws into your retirement and investment plans.
- Retirement income planning. Ask how they balance Social Security, pensions, and withdrawals to optimize your income streams.
- Fee structure clarity. Understand whether their flat-fee approach aligns with your financial goals and service expectations.
- Experience with high-net-worth clients. If applicable, check how they address wealth preservation and estate considerations unique to affluent individuals in the state.
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 navigate Massachusetts' complex tax and retirement planning landscape, including income planning and tax-loss harvesting. Operating through Santander Securities LLC, she offers a 1.30% AUM fee structure and serves a diverse clientele with discretionary portfolio management, distinguishing her with a seasoned, independent approach and expertise in sustainable investing.
Experience: 26 years
Avg account: $263,306
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning with a flat-fee structure ranging from $500 to $25,000, which may suit clients seeking clear fee arrangements in Massachusetts. Although based in South Carolina with one year of experience, she is affiliated with Primerica Advisors, a large firm providing diverse brokerage and advisory services, and specializes in business exit strategies and tax-loss harvesting, which can complement retirement and tax planning needs.
Experience: 1 year
Avg account: $230,599
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Dequan T
Series 63, Series 65
Waltham, MA
Transamerica Financial Advisors
Dequan Tian's experience at Transamerica Financial Advisors equips him to navigate Massachusetts' complex retirement income planning and state tax considerations, supported by his Series 63 and 65 licenses. His role in a large firm offering diverse investment advisory and retirement-plan services, combined with a 0.65% AUM fee structure and expertise in ESG investing and wealth management, distinguishes him from other advisors in the area.
Experience: 3 years
Avg account: $48,577
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Marlean K
Series 63, Series 66
Pembroke, MA
OSAIC
Marlean Komar's 34 years of experience and Series 63 and 66 licenses equip her to navigate Massachusetts' complex tax and retirement planning landscape, especially with her expertise in annuities. Operating within OSAIC, a large SEC-registered firm, she offers flat-fee financial planning services that can accommodate high-net-worth clients, distinguishing her through a blend of seasoned insight and flexible fee structures.
Experience: 34 years
Avg account: $398,336
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Jonah L
Series 66
Woburn, MA
Edward Jones
Jonah Lemieux offers expertise in retirement income strategy and multi-generational wealth transfer, which can help navigate Massachusetts' specific retirement planning challenges. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and tax-efficient services, with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with different fee models.
Experience: 0 years
Avg account: $246,728
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