Financial advisors in Braintree, MA

201 advisors · page 1 of 7

Adrian Baldeon
Financial advisor at Genesis Wealth Advisors, LLC
Genesis Wealth Advisors, LLC · $200.1M AUM
CFP®VerifiedFinancial planning
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Alexander Weiss
Financial advisor at Napier Financial
Napier Financial · $587.9M AUM
CFP®VerifiedFinancial planning
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Anne Gouthro
Financial advisor at Napier Financial
Napier Financial · $587.9M AUM
CFP®VerifiedFinancial planning
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Brandon Roy
Financial advisor at Msa Financial
Msa Financial · $1.41B AUM
CFP®VerifiedFinancial planning
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Chad Gutner
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Christopher Duffy
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Christopher Griffith
Financial advisor at Stablepoint Partners, LLC
Stablepoint Partners, LLC · $930M AUM
CFP®VerifiedFinancial planning
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Claire Smith
Financial advisor at Stablepoint Partners, LLC
Stablepoint Partners, LLC · $930M AUM
CFP®VerifiedFinancial planning
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Daniel Leveroni
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Daniel O'brien
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Dante Coppola
Financial advisor at Napier Financial
Napier Financial · $587.9M AUM
CFP®VerifiedFinancial planning
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Edward Duffy
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Eric Lalime
Financial advisor at Pallas Capital Advisors, LLC
Pallas Capital Advisors, LLC · $4.31B AUM
CFP®VerifiedFinancial planning
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Gerard Robinson
Financial advisor at Capital Analysts
Capital Analysts · $8.77B AUM
CFP®Verified
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Henry Wheelwright
Financial advisor at Stablepoint Partners, LLC
Stablepoint Partners, LLC · $930M AUM
CFP®VerifiedFinancial planning
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Jack McCroken
Financial advisor at Pallas Capital Advisors, LLC
Pallas Capital Advisors, LLC · $4.31B AUM
CFP®VerifiedFinancial planning
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Jacqueline Wilson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Shannon
Financial advisor at Capital Analysts
Capital Analysts · $8.77B AUM
CFP®Verified
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Jeremy David
Financial advisor at Little House Capital, LLC
Little House Capital, LLC · $675.2M AUM
CFP®VerifiedFinancial planning
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John Coyne
Financial advisor at Compass Capital Corporation
Compass Capital Corporation · $695.5M AUM
CFP®VerifiedFinancial planning
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John Desimone
Financial advisor at Peddock Capital Advisors, LLC
Peddock Capital Advisors, LLC · $836.2M AUM
CFP®VerifiedFinancial planning
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John Theophilos
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Walsh
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Joseph Cullen
Financial advisor at Pallas Capital Advisors, LLC
Pallas Capital Advisors, LLC · $4.31B AUM
CFP®VerifiedFinancial planning
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Katelyn Mahon
Financial advisor at Peddock Capital Advisors, LLC
Peddock Capital Advisors, LLC · $836.2M AUM
CFP®VerifiedFinancial planning
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Kennan Startzell
Financial advisor at Stablepoint Partners, LLC
Stablepoint Partners, LLC · $930M AUM
CFP®VerifiedFinancial planning
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Kevin Cotton
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Lauren Fakonas
Financial advisor at Rise North Capital Investment Advisors
Rise North Capital Investment Advisors · $50.6M AUM
CFP®VerifiedFinancial planning
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Matthew Hodges
Financial advisor at Napier Financial
Napier Financial · $587.9M AUM
CFP®VerifiedFinancial planning
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Matthew Simmons
Financial advisor at Peddock Capital Advisors, LLC
Peddock Capital Advisors, LLC · $836.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Braintree, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Braintree, MA.

How this list works

Before you hire an advisor in Braintree, MA