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Find The Best Financial Advisors in Concord, Massachusetts

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Concord is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Concord & pick the one as per your needs

How To Find The Best Financial Advisors in Concord , Massachusetts
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Concord, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 5 non-vetted financial advisors in Concord, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Concord, Massachusetts have an average of 25 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 Concord , Massachusetts

Edelman Financial Engines, LLC

877-208-7414

Address

Sequoia Financial Group

888-225-3777

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

Savant Wealth Management

781-235-7550

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

Jordan Cohne

Clarity Wealth Advisors

508-219-0301

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Robert Capone

Engineered Wealth Solutions

978-420-4015

Address

108 E Main St,
Ste 4B,
Gloucester, MA 01930 See Details

Top Financial Advisor Firms in Concord, Massachusetts(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TWELVE POINTS WEALTH MANAGEMENT 9 Pond Lane, Suite 3a Concord, MA, 01742	171107	$1,210,783,978	1387	A percentage of AUM, Hourly charges, Fixed fees
BAY COLONY ADVISORS 86 Baker Avenue Extension, Suite 310 Concord, MA, 01742	152583	$1,073,790,099	3757	A percentage of AUM, Hourly charges, Fixed fees, Other (PLATFORM FEE FROM SUB-ADVISERS)
MONUMENT GROUP WEALTH ADVISORS, LLC 801 Main Street, Suite 14 Concord, MA, 01742	111908	$535,577,652	625	A percentage of AUM, Hourly charges, Fixed fees
CONCORDIA WEALTH MANAGEMENT, LLC 37 Main Street, Suite 1 Concord, MA, 01742	164278	$170,427,780	123	A percentage of AUM, Fixed fees
COVALENT PARTNERS LLC 30 Monument Square, Suite 250 Concord, MA, 01742	140494	$133,639,674	4	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Concord, Massachusetts

How To Find The Best Financial Advisors in Concord , MassachusettsLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Concord , Massachusetts

Edelman Financial Engines, LLC

Address

Sequoia Financial Group

Address

Savant Wealth Management

Savant Wealth Management

Address

Jordan Cohne

Clarity Wealth Advisors

Address

Robert Capone

Engineered Wealth Solutions

Address

Top Financial Advisor Firms in Concord, Massachusetts(Ranked by AUM)

Select other cities around Concord, Massachusetts to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Concord , Massachusetts
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy