Best Financial Planners in Boston (2026 Rankings)

Heritage Financial Services, LLC stands out for its holistic approach to financial planning, covering everything from retirement and investment strategies to estate planning. Their commitment to client education ensures you understand every step of your financial journey. They pride themselves on building long-term relationships based on trust and personalized service.

Anthony D Marken offers tailored wealth advisory services through Ameriprise Financial, focusing on individual client needs and aspirations. He specializes in creating sophisticated investment portfolios designed to grow and preserve wealth over time. Clients appreciate his clear communication and dedication to proactive financial management.

Shervin Sadr, a Certified Financial Planner (CFP®), provides expert financial planning and wealth advisory services with a strong emphasis on client collaboration. His personalized strategies are designed to align with your unique financial situation and long-term objectives. Clients value his transparent approach and commitment to fiduciary responsibility.

Marathon Financial Group is dedicated to helping clients achieve their financial milestones through strategic planning and investment management. They offer a comprehensive suite of services designed to address diverse financial needs. Their team is known for its proactive engagement and commitment to client success.

Carolyn Nolan, a Private Wealth Advisor with Ameriprise Financial, provides personalized guidance to help clients navigate complex financial landscapes. She focuses on understanding individual goals to craft effective wealth management plans. Her clients benefit from her extensive experience and compassionate approach to financial advising.

Balanced Rock Investment Advisors focuses on delivering disciplined investment strategies tailored to meet the unique needs of each client. They emphasize a data-driven approach to portfolio management, aiming for consistent growth and risk mitigation. Their commitment to transparency and ethical practices builds strong client confidence.

Dan Ferris, a Financial Advisor with First Command, specializes in providing financial solutions tailored to the needs of service members and their families. He offers comprehensive financial planning, including retirement, insurance, and investment services. Clients rely on his expertise and dedication to military financial readiness.

Single Point Partners offers an integrated approach to financial planning and wealth management, simplifying complex financial decisions for their clients. They focus on providing efficient and effective solutions across various financial disciplines. Their commitment is to serve as a central resource for all your financial needs.

Concierge Wealth Management™️ provides highly personalized and attentive financial services, offering a bespoke experience for discerning clients. They focus on building customized wealth strategies that align with individual lifestyles and goals. Clients appreciate the discreet and proactive management of their financial well-being.

Kristina Patt, a Financial Advisor with First Command, is dedicated to guiding clients, particularly those in the military community, toward financial security. She offers personalized advice on investments, retirement planning, and insurance. Her clients value her commitment to understanding their specific circumstances and providing clear, actionable guidance.