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

How To Find Best Financial Advisors & Planners in Wakefield?

Looking for a qualified financial advisor in Wakefield? We can help you by narrowing down your options & listing the best financial advisors in Wakefield as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Wakefield near you with the list of certified and vetted Wakefield financial advisors.

List of Qualified Financial Advisors in Wakefield, Massachusetts


Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803



Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459



Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985



Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035



Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818


Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
100 Quannapowitt Pkwy, Suite 300 Wakefield, MA 1880
109901 $10,503,429,858 2771 A percentage of AUM
Hourly charges
Fixed fees
301 Edgewater Place,, Suite 425 Wakefield, MA 1880
167462 $292,208,383 9 A percentage of AUM
Fixed fees
Performance Based
301 Edgewater Place, Suite 400 Wakefield, MA 1880
131962 $291,087,472 547 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Tuck Point Financial Group
Inquire with Tuck
401 Edgewater Pl, Ste 110 Wakefield, MA 01880 781-246-6789
Timothy Corkum
Inquire with Timothy
401 Edgewater Pl, Ste 110 Wakefield, MA 01880 781-246-6789
Edward Jones
Inquire with Edward
175 North Avenue, Suite 102 Wakefield, MA 01880 781-245-4884

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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