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Selecting the right financial advisor in Boston is a crucial decision that can shape your financial future. From tailored investment strategies and tax-efficient planning to retirement and wealth preservation, the best advisors in Boston combine local expertise with personalized service to help you achieve your long-term goals. These standout firms offer the guidance and trust you need to navigate complex financial decisions with confidence.
Financial Advisor in Boston to Consider
1. Kerry Capital Advisors Inc.
2. The Buckley Group
3. Executive Benefit Solutions
4. The Pension Reserves Investment Management Board
5. Sterling Oak Advisors
6. SCS Financial
7. Aureus Asset Management
8. Mercator Wealth Management
9. New England Financial
10. Quadrant Financial Services LLC
1. Kerry Capital Advisors Inc.
Kerry Capital Advisors Inc. is a distinguished financial advisory firm committed to delivering tailored investment and wealth management solutions. Headquartered at Boston, the firm provides expert guidance in financial planning, asset management, and strategic investment strategies to help clients achieve their long-term financial goals. With a client-focused approach, Kerry Capital Advisors Inc. ensures personalized service and comprehensive financial strategies designed for growth and stability.
🔹 Services: Investment Management, Financial Planning, Wealth Advisory
📍 Address: 260 Franklin St 6th Fl, Boston, MA 2110
📞 Phone: 16177178521
🔗 Website: Kerry Capital Advisors Inc.
📧 Contact: tjanes@kerrycapital.com
2. The Buckley Group
The Buckley Group is a trusted financial services firm dedicated to helping individuals and businesses navigate complex financial landscapes. Located at Boston, the firm specializes in retirement planning, investment strategies, and risk management, offering customized solutions to meet diverse financial needs. With a commitment to integrity and client success, The Buckley Group provides expert advice to foster financial security and prosperity.
🔹 Services: Retirement Planning, Investment Advisory, Risk Management
📍 Address: 268 Summer St, Boston, MA 2210
📞 Phone: 18773002763
🔗 Website: The Buckley Group
📧 Contact: joebuckley@buckleygroup.org
3. Executive Benefit Solutions
Executive Benefit Solutions is a leading firm specializing in executive compensation and retirement benefit strategies for businesses and high-net-worth individuals. Based at Boston, the company designs customized plans, including deferred compensation, executive bonuses, and supplemental retirement solutions. Their expertise helps organizations attract and retain top talent while optimizing tax-efficient benefits.
🔹 Services: Executive Compensation, Deferred Compensation, Retirement Planning
📍 Address: 75 Arlington St Ste 500, Boston, MA 2116
📞 Phone: 16179049444
🔗 Website: Executive Benefit Solutions
📧 Contact: cwyrtzen@ebs-boston.com
4. The Pension Reserves Investment Management Board
The Pension Reserves Investment Management Board (PRIM) is a public pension fund managing assets for Massachusetts’ state employees and teachers. Based in Boston, MA, PRIM focuses on long-term growth through diversified investments, including public equities, fixed income, real estate, and private markets. With a commitment to transparency and fiduciary responsibility, PRIM ensures the financial security of retirees while maximizing returns.
🔹 Services: Pension Fund Management, Institutional Investing, Asset Allocation
📍 Address: 84 State St Ste 250, Boston, MA 2109
📞 Phone: 16179468401
🔗 Website: PRIM Board
📧 Contact: mediarequests@mapension.com
5. Sterling Oak Advisors
Sterling Oak Advisors is a boutique wealth management firm offering personalized financial planning and investment strategies. Located at Boston, the firm serves high-net-worth individuals, families, and business owners with tailored solutions in estate planning, tax optimization, and retirement strategies. Their client-centric approach emphasizes trust, transparency, and long-term relationships.
🔹 Services: Wealth Management, Estate Planning, Tax-Efficient Investing
📍 Address: 225 Franklin St, Boston, MA 2110
📞 Phone: 17819925700
🔗 Website: Sterling Oak Advisors
📧 Contact: brian.oconnor@sterlingoakwealth.com
6. SCS Financial
SCS Financial is an independent investment advisory firm providing sophisticated wealth management and financial planning services. Headquartered in Boston, MA, the firm serves individuals, families, and institutions with expertise in alternative investments, portfolio management, and philanthropic planning. SCS Financial’s disciplined approach ensures alignment with clients’ unique goals.
🔹 Services: Investment Advisory, Alternative Investments, Philanthropic Planning
📍 Address: 888 Boylston St, Boston, MA 2199
📞 Phone: 16172046400
🔗 Website: SCS Financial
📧 Contact: dederle@scsfinancial.com
7. Aureus Asset Management
Aureus Asset Management is a forward-thinking investment firm specializing in behavioral finance and goal-based wealth management. Based at Boston, Aureus combines cutting-edge research with personalized strategies to help clients navigate market complexities and achieve financial independence. Their unique approach focuses on aligning investments with life aspirations.
🔹 Services: Behavioral Finance, Goal-Based Investing, Financial Coaching
📍 Address: 1 Winthrop Square, Boston, MA 2110
📞 Phone: 16177288900
🔗 Website: Aureus Asset Management
📧 Contact: kfirestone@aureus-asset.com
8. Mercator Wealth Management
Mercator Wealth Management is a fiduciary firm dedicated to comprehensive financial planning and investment management. Located at Boston, Mercator serves professionals, retirees, and business owners with strategies for retirement, education funding, and legacy planning. Their fee-only model ensures unbiased advice tailored to each client’s needs.
🔹 Services: Fee-Only Financial Planning, Retirement Strategies, Legacy Planning
📍 Address: 51 Melcher St 1st Floor, Boston, MA 2210
📞 Phone: 13492480758
🔗 Website: Mercator Wealth Management
📧 Contact: phil.peloquin@mercatorwm.com
9. New England Financial
New England Financial (NEF) is a full-service financial firm offering insurance, retirement planning, and investment solutions. With a history of serving clients across New England, NEF provides personalized strategies for wealth preservation, risk management, and tax-efficient growth. Their advisors prioritize education and long-term partnerships.
🔹 Services: Insurance Solutions, Retirement Planning, Investment Advisory
📍 Address: 501 Boylston St, Boston, MA 2116
📞 Phone: 16175782000
🔗 Website: New England Financial
📧 Contact: tshepard@baystatefinancial.com
10. Quadrant Financial Services LLC
Quadrant Financial Services LLC is a trusted advisory firm specializing in retirement planning, tax strategies, and wealth management for individuals and small businesses. Based at Boston, Quadrant’s team delivers customized solutions to help clients achieve financial confidence and security. Their holistic approach integrates risk management with growth-oriented investing.
🔹 Services: Retirement Planning, Tax Optimization, Small Business Advisory
📍 Address: 183 State St STE 3, Boston, MA 2109
📞 Phone: 16175579333
🔗 Website:Quadrant Financial Services
📧 Contact: rjhall@moneyconcepts.com
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