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Find The Best Financial Advisors in Burlington, 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 Burlington is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Burlington & pick the one as per your needs

How To Find The Best Financial Advisors in Burlington, Massachusetts

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Burlington, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 13 non-vetted financial advisors in Burlington, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Burlington, Massachusetts have an average of 18 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 Burlington, Massachusetts

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Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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PEAK Wealth Management LLC

PEAK Wealth Management LLC

20 Trafalgar Square, Suite 404

Nashua, NH 03063

857-248-1647

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PINNACLE PRIVATE WEALTH, LLC
200 Summit Drive, 4th Floor, Suite 420 Burlington, MA 1803
170315 $820,272,001 1975 A percentage of AUM, Hourly charges, Fixed fees
FOLIUM CAPITAL LP
2400 District Avenue, Suite 420 Burlington, MA 1803
284801 $816,715,372 7 A percentage of AUM, Other (CARRIED INTEREST)
ARCADIA FUNDS
20 Burlington Mall Road, Suite 420 Burlington, MA 01803-4121
166087 $520,988,468 5 A percentage of AUM, Performance Based
RPG FAMILY WEALTH ADVISORY, LLC
25 Burlington Mall Road, Suite 307 Burlington, MA 1803
158528 $421,471,827 1362 A percentage of AUM, Hourly charges, Fixed fees
AFFINIA FINANCIAL GROUP, LLC
80 Blanchard Road, Suite 201 Burlington, MA 1803
304665 $377,543,432 910 A percentage of AUM, Hourly charges, Fixed fees
NEFPG
69 Winn Street, Burlington, MA 1803
105254 $247,400,000 743 A percentage of AUM, Hourly charges, Fixed fees
RISK PARADIGM GROUP, LLC
25 Burlington Mall Road, Suite 307 Burlington, MA 1803
155870 $58,190,789 162 A percentage of AUM

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Holistic Financial & Retirement Group
Inquire with Holistic
1500 District Ave., Burlington, MA 01803 781-270-1505
Lance Financial Associates, Inc
Inquire with Lance
2 Winnmere Ave, Burlington, MA 01803 781-505-1941
Michael S. Ross, Cornerstone Financial Group
Inquire with Michael
35 Corporate Drive, Suite 210 Burlington, MA 01803 781-229-0777
Charles River Wealth Management
Inquire with Charles
50 Mall Road, Suite 209, Burlington, MA 01803 781-270-5430
Palmerini Wealth Sciences
Inquire with Palmerini
2 Burlington Woods Drive, Suite 100 Burlington, MA 01803 617-435-1239
Rama Yarram
Inquire with Rama
248 Middlesex Tpke, Burlington, MA 01803 781-273-3723
First Command Financial Advisor
Inquire with First
78 Blanchard Road, Suite 105 Burlington, MA 01803 781-863-1100
First Command Financial Advisor
Inquire with First
78 Blanchard Road, Suite 105 Burlington, MA 01803 781-863-1100
First Command Financial Advisor
Inquire with First
78 Blanchard Road, Suite 105 Burlington, MA 01803 781-863-1100
William E Webb
Inquire with William
70 Blanchard Road, Suite 400 Burlington, MA 01803 781-376-2251

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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