Advisors who fit · Advicer.bio

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Arthur “Jamie” Ebersole
Financial Advisor at Ebersole Financial LLC
Fits: Sudden wealth and inheritance (a main focus)
Ebersole Financial LLC · $78.2M AUM · Wellesley Hills, MA
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Eric Roberge CFP®
Creating optimized financial plans for successful professionals who want to live well now while also growing their assets for the future
Fits: Sudden wealth and inheritance (picked by them)
Beyond Your Hammock LLC · $115.4M AUM · Boston, MA
Firm charges: % of assets, flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Georgia Bruggeman
Founder & Financial advisor at Meridian Financial Advisors, LLC
Fits: Sudden wealth and inheritance (picked by them)
Meridian Financial Advisors, LLC · $308.6M AUM · Holliston, MA
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Andrew J. Tapparo, RICP®
Financial advisor at Tapparo Capital Management
Fits: Sudden wealth and inheritance (picked by them)
Tapparo Capital Management · $93.3M AUM · Topsfield, MA
Firm charges: % of assets, flat fee
Verified
View page Check on SEC IAPD ↗
Joe Barrett
Co-Founder & CIO
Fits: Sudden wealth and inheritance (picked by them)
Barrett Capital Partners · $45.3M AUM · Weymouth, MA
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗
Kevin Feig
Financial advisor at Walk You to Wealth
Fits: Sudden wealth and inheritance (picked by them)
Walk You to Wealth · $8.7M AUM · Dover, MA
Firm charges: flat fee
CFP®Verified
View page Check on SEC IAPD ↗

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This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
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Advisors who fit.

You can ask for an introduction (6)

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