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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 Salem is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Salem & pick the one as per your needs
Last Updated - 31-May-2023
If you’re looking for qualified financial advisors in Salem, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 4 non-vetted financial advisors in Salem, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Salem, Massachusetts have an average of 24 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.
26-28 West Street Suite 203
Beverly, MA
01915
978-969-3953
6 Felton Ln
West Newbury, MA
01985
978-775-1287
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CABOT WEALTH MANAGEMENT 216 Essex Street, Salem, MA 1970 |
107327 | $1,101,610,638 | 1751 | A percentage of AUM, Hourly charges, Fixed fees |
| FINER WEALTH MANAGEMENT, INC. 530 Loring Avenue, Suite 302 Salem, MA 1970 |
129987 | $163,871,463 | 614 | A percentage of AUM, Hourly charges, Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Cabot Wealth Management Inquire with Cabot | 216 Essex Street, Salem, MA 01970 | 978-745-9233 |
| Finer Wealth Management Inquire with Finer | 530 Loring Avenue, Suite 302 Salem, MA 01970 | 978-740-1011 |
| Edward Jones Inquire with Edward | 320 Derby Street, Salem, MA 01970 | 978-744-2102 |
| Edward Jones Inquire with Edward | 320 Derby Street, Salem, MA 01970 | 978-744-2102 |
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.
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.
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.
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.
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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