Top financial advisors in Vineyard Haven, 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. Confirm how the advisor evaluates your income against the threshold for the additional tax and plans accordingly.
- Income timing strategies. Ask how they recommend shifting income or deductions to minimize exposure to the surtax.
- Coordination with tax professionals. Ensure they work closely with your CPA to align tax planning and investment decisions.
- Long-term tax planning. Look for advisors who consider how changes in income and tax laws over time affect your tax liability.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Grant J
CFP®, AAMS®, EA
Vineyard Haven, MA
Vineyard Wealth Group, LLC
Grant Joiner is well-equipped to address the financial complexities faced by high-income individuals in Vineyard Haven, MA, with 18 years of experience and expertise in Social Security optimization. His firm offers flat-fee financial planning services ranging from $1,000 to $8,000, and his background includes managing a $15 billion complex at Charles Schwab, setting him apart through extensive asset management and community involvement.
Experience: 18 years
Avg account: $584,383
-
Mark A
Series 63, Series 65
Vineyard Haven, MA
Ameriprise
Mark Alexander specializes in retirement income strategy and income planning, making him well-suited to address tax implications like Massachusetts' Millionaire's tax for clients approaching retirement. With 30 years of experience at large firms including Ameriprise, he offers a 0.15% AUM fee and integrates tax-efficiency analysis and modeling, distinguishing him from advisors with less focus on retirement and tax-coordinated strategies.
Experience: 30 years
Avg account: $471,167
-
Sarah L
Series 66
Vineyard Haven, MA
Raymond James Financial
Sarah Laird's decade of experience and Series 66 designation equip her to address complex tax implications like Massachusetts' Millionaire's tax for Vineyard Haven clients. Working at Raymond James Financial, a large firm offering flat-fee planning, she supports diverse clients with non-discretionary financial planning and asset-allocation analysis, distinguishing her through a structured, research-driven approach and collaboration with affiliated support services.
Experience: 10 years
Avg account: $700,796
-
Daniel S
Series 63
Vineyard Haven, MA
Seidman Investment Portfolios
Daniel Seidman in Vineyard Haven, MA, brings 33 years of experience managing portfolios with a long-term, low turnover approach combined with active tactical management, suitable for high-net-worth clients facing complex tax situations like the Massachusetts surtax. His independent firm offers both portfolio management and financial planning with fees up to 2% AUM or $200 hourly, differentiating him through personalized service and insurance expertise.
Experience: 33 years
Avg account: $1,012,626
-
Robert A
Series 63, Series 66
Oak Bluffs, MA
Merrill
Robert Areano offers wealth management expertise suitable for high-income clients in the Vineyard Haven area, with 27 years of experience and a focus on executives and business owners. Operating within Merrill, a large firm, he provides managed strategies with a 1.10% AUM fee for accounts under $2 million, distinguishing him through seasoned guidance and a client base including mid-career professionals and HENRY individuals.
Experience: 27 years
Avg account: $860,085
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Vineyard Haven, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")