Top financial advisors in Northampton, 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.
If you have a high income that might trigger Massachusetts' "millionaire's tax," you need an advisor who understands how this surtax affects your overall tax picture. Without this expertise, you could miss opportunities to reduce your tax burden or mismanage income timing.
- Surtax impact analysis. Ask how they factor the additional tax on income over certain thresholds into your financial plan.
- Income timing strategies. Confirm whether they help you plan income recognition to minimize surtax exposure.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to navigate state-specific tax rules effectively.
- Investment location decisions. Discuss how they choose which accounts to draw from first to optimize tax outcomes under the surtax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel P
Series 66
Northhampton, MA
Cetera
Daniel Polachek in Northampton, MA, offers expertise in wealth management and tax-loss harvesting, which can help manage the Massachusetts millionaire's tax impact. His flat-fee planning and affiliation with Cetera, a large firm serving diverse clients, provide flexible fee options and access to broad portfolio management and retirement services, distinguishing him from other local advisors.
Experience: 3 years
Avg account: $306,089
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Jacqueline M
CFP®, Series 66
Florence, MA
Fidelity
Jacqueline Miller's role as Vice President, Wealth Planner at Fidelity equips her to address complex tax scenarios like Massachusetts' millionaire's tax through personalized financial strategies. With seven years of industry experience and CFP® certification, she offers wealth management services backed by a large firm's resources, distinguishing her from advisors with less institutional support or fewer credentials.
Experience: 7 years
Avg account: $234,793
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Aaron S
Series 63, Series 65
Florence, MA
Cambridge Investment Research Advisors
Aaron Smith's 16 years of experience and focus on retirement income strategy and plans for business owners equip him to address complex tax scenarios like Massachusetts' millionaire's tax. Operating from a large firm with flat-fee options, he serves diverse clients including executives and retirees, offering flexible financial planning and portfolio management that may suit those seeking structured advisory services near Northampton.
Experience: 16 years
Avg account: $378,281
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Christopher H
Series 66
Florence, MA
Edward Jones
Christopher Huxley, based in Florence, MA, offers 14 years of experience and specializes in retirement income strategy and business ownership considerations, which can help navigate Massachusetts' millionaire's tax implications. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a range of advisory strategies with an annual program fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 15 years
Avg account: $246,728
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Joseph B
Series 66, Series 63
Florence, MA
Commonwealth Financial Network
Joseph Bach's expertise in tax-loss harvesting and retirement income strategy positions him to address the complexities of Massachusetts' millionaire's tax, particularly in income timing and surtax impact analysis. Operating from Florence, MA with Commonwealth Financial Network, a large firm offering flat-fee consulting and managed-account programs, he provides access to extensive adviser support and third-party asset managers, differentiating him from advisors with smaller firm resources.
Experience: 2 years
Avg account: $568,323
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