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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Therese R. Nicklas, CFP®

US Wealth Management
(781) 849-9200 x242

139 Wood Rd
US Wealth Management
Braintree, MA 02184-2501
View on Map
(781) 849-9200

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care

Contact
Christopher K Buelta, CFP®

Lincoln Financial Advisors
(617) 728-7438

Lincoln Financial Advisors
125 Summer St. Suite 1400
Boston, MA 02110-1625
View on Map
(617) 728-7438

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Todd C. Mills, CFP®

Silver Bridge Advisors
(617) 502-9428

255 State St
Boston, MA 02109-2617
View on Map
(617) 502-9428

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Contact
Janet Rhodes Friedman, CFP®

Abaris Financial Group, LLC
(978) 371-9649 x13

1150 Main Street
Suite 10
Concord, MA 01742-3058
View on Map
(978) 371-9649

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care

Contact
Nicholas George Lincoln Chigas, CFP®

Morgan Stanley Smith Barney
(781) 672-5170

950 Winter Street
Waltham, MA 02451-1424
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(781) 672-5170

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Contact
Casey D. Clarke, CFP®

Cadence Wealth Management
(508) 898-0400

1800 W Park Dr Ste 330
Westborough, MA 01581-3926
View on Map
(508) 898-0400

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Jennifer L. Davidson, CFP®

Milestone Financial Planning Inc.
(978) 649-8875

733 Main PO BOX 407
DUNSTABLE, MA 01827-0407
View on Map
(978) 649-8875

Compensation Method: Fee Only
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, LGBT Individuals and Couples, Planning for Couples

Contact
Stephanie Lynne, CFP®

PERSONAL FINANCIAL PLANNING
(508) 545-0677

29 Bayfield Road
WAYLAND, MA 01778-4205
View on Map
(508) 545-0677

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Investment Planning

Contact
Michael Greenleaf Garrison, CFP®

Garrison Financial, Inc. RJFS
(508) 945-8825

PO Box 1749
West Chatham, MA 02669-1749
View on Map
(508) 945-8825

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Intergenerational Planning, Investment Management, Life Planning, Young Professionals

Contact
Thomas A Fisher, CFP®

Fisher Financial Strategies
(617) 444-8555

245 First Street
Suite 1800
Cambridge, MA 02142-1292
View on Map
(617) 444-8555

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Insurance Planning, Investment Planning

Contact
Anthony E. Gates, CFP®

Farrar Gates & Green, LLC
(978) 853-6013

153 Andover St Ste 108A
Danvers, MA 01923-5307
View on Map
(978) 605-5030

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning

Contact
Matthew H. Keeling, CFP®

Keeling Financial Strategies
(508) 539-0900

759 Falmouth Rd Unit 2
Mashpee, MA 02649-3371
View on Map
(508) 539-0900

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Daniel T. Wilson, CFP®

Ameriprise Financial Advisors
(617) 500-4225 x106

450 Lexington St
Ste 202
Auburndale, MA 02466-1921
View on Map
(617) 500-4225

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning

Contact
Brendan J. O'Keefe, CFP®

O'Keefe Wealth Strategies, LLC
(508) 255-6543

25 Pond Road
Orleans, MA 02653-3503
View on Map
(508) 255-6543

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Contact
Philip L. Stockton, CFP®

TechGen Financial
(781) 806-5453

15 S Main St Unit 81
Sharon, MA 02067-5803
View on Map
(781) 806-5453

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Alice J. Flanagan, CFP®

Cambridge Trust Company
(617) 441-1442

1336 Massachusetts Ave
Cambridge, MA 02138-3842
View on Map
(617) 441-1442

Compensation Method: Salary
Minimum Investable Assets: $1,000,000
Languages: Japanese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Dawn Smith Maloney, CFP®

Ameriprise Financial
(508) 625-1072

77 Main Street
Suite 12
Hopkinton, MA 01748-3117
View on Map
(508) 497-5023

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Rosemarie A. Connolly, CFP®

Connolly Financial Advisors, LLC
(978) 686-8477

231 Sutton Street
Suite 2D1
North Andover, MA 01845
View on Map
(978) 686-8477

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management, Tax Planning, Wealth Management

Contact
Paul B. Doherty, CFP®

Wells Financial Partners
(781) 272-7049

181 Wells Ave., Suite 201
Newton, MA 02459-3344
View on Map
(617) 969-0042

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management, Risk Management

Contact
Debra A. Neiman, CFP®

Neiman & Associates Financial Services, LLC
(781) 641-5700

22 Mill Street
Suite 303
Arlington, MA 02476-4744
View on Map
(781) 641-5700

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning

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