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Find The Best Financial Advisors in Beverly, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Beverly is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Beverly & pick the one as per your needs

How To Find The Best Financial Advisors in Beverly, Massachusetts

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Beverly, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 4 non-vetted financial advisors in Beverly, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beverly, Massachusetts have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Beverly, Massachusetts

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Dawn G. Rimari

Commonwealth Financial Network

26-28 West Street Suite 203

Beverly, MA 01915

978-969-3953

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

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Joseph Skees

Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D

Portsmouth, NH 03801

888-610-8881

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ALTAROCK PARTNERS, LLC
500 Cummings Center, Suite 3490 Beverly, MA 01915-6527
161005 $4,014,209,000 2 A percentage of AUM, Performance Based
EASTERLY INVESTMENT PARTNERS LLC
138 Conant Street, Beverly, MA 1915
299607 $2,718,476,429 390 A percentage of AUM, Fixed fees, Performance Based
BARKER FINANCIAL GROUP, INC.
152 Conant Street, Suite 200 Beverly, MA 01915-1600
116817 $226,518,050 618 A percentage of AUM, Hourly charges, Fixed fees
ALAPOCAS INVESTMENT PARTNERS, INC.
50 Dunham Ridge, Suite 3100 Beverly, MA 1915
300841 $170,448,450 107 A percentage of AUM, Fixed fees
FAMILY FIDUCIARY SERVICES, INC.
900 Cummings Center, Suite 212-U Beverly, MA 1915
146339 $136,446,906 213 A percentage of AUM

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barker Financial Group, Inc.
Inquire with Barker
152 Conant Street, Suite 200 Beverly, MA 01915 781-743-2600
Corneau Wealth Management
Inquire with Corneau
900 Cummings Center, Suite 213T Beverly, MA 01915 978-299-3035
Doreen Dibari
Inquire with Doreen
240 Cabot Street, Beverly, MA 01915 781-258-9481
Heather Hersey
Inquire with Heather
2 Enon Street, Beverly, MA 01915 978-283-6536

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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