Top financial advisors in Newton, 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 Newton, 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 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-net-worth clients. This often means understanding advanced tax and investment strategies relevant to your situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dale L
Series 63, Series 66
Newton, MA
LPL Financial
Dale Lavelle Jr. in Newton, MA, brings 23 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate complex local tax issues like Massachusetts' surtax. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment strategies, he serves a broad client base including high-net-worth households, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 24 years
Avg account: $399,489
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Adam H
Series 63, Series 65
Newton, MA
Wellesley Hills Capital
Adam Hark in Newton, MA, offers expertise in active portfolio management and tax-loss harvesting, which can help address Massachusetts-specific tax challenges like the Millionaire's tax. His firm uses a blend of fundamental, technical, and cyclical analysis with a focus on low-cost ETFs and options, providing flexible fee options including flat fees and hourly consulting, suitable for high-net-worth clients seeking tailored investment strategies.
Experience: 6 years
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John G
Series 63
Newton, MA
UBS Financial Services
John Garrity's 42 years of experience and focus on equity compensation tax strategy make him well-equipped to address complex tax situations in Newton, MA, including state-specific surtaxes. Operating within UBS Financial Services, a large firm serving high-net-worth clients, he offers comprehensive financial planning and portfolio management, distinguishing him from advisors with narrower scopes or smaller firm resources.
Experience: 42 years
Avg account: $693,691
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Jared B
CFP®, Series 66, Series 63
Newton, MA
Brock Hill Wealth Management
Jared Brock's 15 years of experience and CFP® certification equip him to address complex tax situations in Newton, including Massachusetts-specific surtaxes. His firm offers comprehensive portfolio management and corporate-level tax planning, serving high-net-worth individuals and business owners with a multi-method investment approach and flat-fee options, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 15 years
Avg account: $1,226,044
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Daniel M
CFA®, Series 66
Newton, MA
Ameriprise
Daniel Marean's expertise in retirement income strategy and income planning suits clients in Newton, MA facing complex tax scenarios like the state's surtax. Affiliated with Ameriprise, a large firm offering integrated advisory, brokerage, and insurance services, he leverages 10 years of experience and a 0.15% AUM fee to support clients approaching retirement with substantial investable assets.
Experience: 10 years
Avg account: $471,167
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