{"id":17028,"date":"2025-04-10T19:17:35","date_gmt":"2025-04-10T19:17:35","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=17028"},"modified":"2025-10-30T09:21:57","modified_gmt":"2025-10-30T09:21:57","slug":"boston-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/boston-to-consider\/","title":{"rendered":"Financial Advisors in Boston to Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/Financial-Advisors-in-Boston-to-Consider-1024x683.jpg\" alt=\"Financial Advisors in Boston to Consider\" class=\"wp-image-17030\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/Financial-Advisors-in-Boston-to-Consider-1024x683.jpg 1024w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/Financial-Advisors-in-Boston-to-Consider-768x512.jpg 768w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/Financial-Advisors-in-Boston-to-Consider-600x400.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><strong>Financial Advisor in Boston to Consider<\/strong><\/p>\n\n\n\n<p>1. Kerry Capital Advisors Inc.<\/p>\n\n\n\n<p>2. The Buckley Group<\/p>\n\n\n\n<p>3. Executive Benefit Solutions<\/p>\n\n\n\n<p>4. The Pension Reserves Investment Management Board<\/p>\n\n\n\n<p>5. Sterling Oak Advisors<\/p>\n\n\n\n<p>6. SCS Financial<\/p>\n\n\n\n<p>7. Aureus Asset Management<\/p>\n\n\n\n<p>8. Mercator Wealth Management<\/p>\n\n\n\n<p>9. New England Financial<\/p>\n\n\n\n<p>10. Quadrant Financial Services LLC<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Kerry Capital Advisors Inc.<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXedfjb9W6sGQgchKNfs_1lS1DTCy86IlimzgABN6dJX9rfvL5mB1PKEGwbV2zR2AKd5LvtW59ZIDiBH1HaKIKn0AOtrf8cusi7A1e3ftG82-2wCGRKWCQP10AvOppyiLYY2hHyM.jpg\" alt=\"Kerry Capital Advisors Inc\" class=\"wp-image-17039\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXedfjb9W6sGQgchKNfs_1lS1DTCy86IlimzgABN6dJX9rfvL5mB1PKEGwbV2zR2AKd5LvtW59ZIDiBH1HaKIKn0AOtrf8cusi7A1e3ftG82-2wCGRKWCQP10AvOppyiLYY2hHyM.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXedfjb9W6sGQgchKNfs_1lS1DTCy86IlimzgABN6dJX9rfvL5mB1PKEGwbV2zR2AKd5LvtW59ZIDiBH1HaKIKn0AOtrf8cusi7A1e3ftG82-2wCGRKWCQP10AvOppyiLYY2hHyM-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>\ud83d\udd39 <strong>Services:<\/strong> Investment Management, Financial Planning, Wealth Advisory<br>\ud83d\udccd <strong>Address:<\/strong> 260 Franklin St 6th Fl, Boston, MA 2110<br>\ud83d\udcde <strong>Phone:<\/strong> 16177178521<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.kerrycapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Kerry Capital Advisors Inc.<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> tjanes@kerrycapital.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. The Buckley Group<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcgAOwQZMUmh38UwAYjhuaehB4-gqN0n0ijk1t5MnGsYvK8daD3P8ljH4pU6LKyi8kJk2Y4bEWLCx5mLeia20BKvJeZ7sC0-Gs6b6TGaif3qsJQGd-Gc86K1RmStqzqLAqaaIKCYg.jpg\" alt=\"The Buckley Group\" class=\"wp-image-17037\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcgAOwQZMUmh38UwAYjhuaehB4-gqN0n0ijk1t5MnGsYvK8daD3P8ljH4pU6LKyi8kJk2Y4bEWLCx5mLeia20BKvJeZ7sC0-Gs6b6TGaif3qsJQGd-Gc86K1RmStqzqLAqaaIKCYg.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcgAOwQZMUmh38UwAYjhuaehB4-gqN0n0ijk1t5MnGsYvK8daD3P8ljH4pU6LKyi8kJk2Y4bEWLCx5mLeia20BKvJeZ7sC0-Gs6b6TGaif3qsJQGd-Gc86K1RmStqzqLAqaaIKCYg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Retirement Planning, Investment Advisory, Risk Management<br>\ud83d\udccd <strong>Address:<\/strong> 268 Summer St, Boston, MA 2210<br>\ud83d\udcde <strong>Phone:<\/strong> 18773002763<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.buckleygroup.org\/\" rel=\"nofollow noopener\" target=\"_blank\">The Buckley Group<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> joebuckley@buckleygroup.org<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Executive Benefit Solutions<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfNRtY4aPZfrDXJ1DXu_xDDxCAxRvQFWzIqks7-p29GndgzrY-1sBZPNBCQlZEhnGUwW6un_fFqQFFeAqOJNLvs-aeF8XRR1LStjTa7U5K_uKGzU7oXLoKlIFbJlCvFsptNZcQ4nQ.jpg\" alt=\"Executive Benefit Solutions\" class=\"wp-image-17036\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfNRtY4aPZfrDXJ1DXu_xDDxCAxRvQFWzIqks7-p29GndgzrY-1sBZPNBCQlZEhnGUwW6un_fFqQFFeAqOJNLvs-aeF8XRR1LStjTa7U5K_uKGzU7oXLoKlIFbJlCvFsptNZcQ4nQ.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfNRtY4aPZfrDXJ1DXu_xDDxCAxRvQFWzIqks7-p29GndgzrY-1sBZPNBCQlZEhnGUwW6un_fFqQFFeAqOJNLvs-aeF8XRR1LStjTa7U5K_uKGzU7oXLoKlIFbJlCvFsptNZcQ4nQ-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Executive Compensation, Deferred Compensation, Retirement Planning<br>\ud83d\udccd <strong>Address:<\/strong> 75 Arlington St Ste 500, Boston, MA 2116<br>\ud83d\udcde <strong>Phone:<\/strong> 16179049444<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/executivebenefitsolutions.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Executive Benefit Solutions<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> cwyrtzen@ebs-boston.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. The Pension Reserves Investment Management Board<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3fZElUaL7CUzYN1HiY3tiibo8TFZdmoogfIxAlO7SxhzyLArD71Z-SkstkM8Vav50SXMoB6PHdYztEU0U420k8V2KjY36CzYOLWrvXrTauFyf7eSa-wN030aSfzc5bkgPgoJMIw.jpg\" alt=\"The Pension Reserves Investment Management Board\" class=\"wp-image-17040\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3fZElUaL7CUzYN1HiY3tiibo8TFZdmoogfIxAlO7SxhzyLArD71Z-SkstkM8Vav50SXMoB6PHdYztEU0U420k8V2KjY36CzYOLWrvXrTauFyf7eSa-wN030aSfzc5bkgPgoJMIw.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXd3fZElUaL7CUzYN1HiY3tiibo8TFZdmoogfIxAlO7SxhzyLArD71Z-SkstkM8Vav50SXMoB6PHdYztEU0U420k8V2KjY36CzYOLWrvXrTauFyf7eSa-wN030aSfzc5bkgPgoJMIw-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>The Pension Reserves Investment Management Board (PRIM) is a public pension fund managing assets for Massachusetts&#8217; 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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Pension Fund Management, Institutional Investing, Asset Allocation<br>\ud83d\udccd <strong>Address:<\/strong> 84 State St Ste 250, Boston, MA 2109<br>\ud83d\udcde <strong>Phone:<\/strong> 16179468401<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.mapension.com\/\" rel=\"nofollow noopener\" target=\"_blank\">PRIM Board<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> mediarequests@mapension.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Sterling Oak Advisors<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXffyUOoX7jG9mkzqWMT0_F1ordhG8TixBMHjkNN8J9JVdS_UMtIfDnN_Yk47DuXdTrb9LO0lmGpbGAXimRW9m0UZHJnxfwzKimuHqSDbLESfJfG8ReI-YEBAcm4-H90UF4Mr1CltQ.jpg\" alt=\"Sterling Oak Advisors\" class=\"wp-image-17034\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXffyUOoX7jG9mkzqWMT0_F1ordhG8TixBMHjkNN8J9JVdS_UMtIfDnN_Yk47DuXdTrb9LO0lmGpbGAXimRW9m0UZHJnxfwzKimuHqSDbLESfJfG8ReI-YEBAcm4-H90UF4Mr1CltQ.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXffyUOoX7jG9mkzqWMT0_F1ordhG8TixBMHjkNN8J9JVdS_UMtIfDnN_Yk47DuXdTrb9LO0lmGpbGAXimRW9m0UZHJnxfwzKimuHqSDbLESfJfG8ReI-YEBAcm4-H90UF4Mr1CltQ-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Wealth Management, Estate Planning, Tax-Efficient Investing<br>\ud83d\udccd <strong>Address:<\/strong> 225 Franklin St, Boston, MA 2110<br>\ud83d\udcde <strong>Phone:<\/strong> 17819925700<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/sterlingoakwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Sterling Oak Advisors<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> brian.oconnor@sterlingoakwealth.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. SCS Financial<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdU92kkMDE5UNGrKQgJO4_5cY-d675XTBLzOUWbjRWZPOz1wKkIKLVeIqgSC2AgxjY5Sojeslho-cm6gnThsHymbIL62GBJ-vKW_Z-L97rcsJHRqKySgy5aqgQOC7UaonVEUBu6.jpg\" alt=\"SCS Financial\" class=\"wp-image-17038\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdU92kkMDE5UNGrKQgJO4_5cY-d675XTBLzOUWbjRWZPOz1wKkIKLVeIqgSC2AgxjY5Sojeslho-cm6gnThsHymbIL62GBJ-vKW_Z-L97rcsJHRqKySgy5aqgQOC7UaonVEUBu6.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdU92kkMDE5UNGrKQgJO4_5cY-d675XTBLzOUWbjRWZPOz1wKkIKLVeIqgSC2AgxjY5Sojeslho-cm6gnThsHymbIL62GBJ-vKW_Z-L97rcsJHRqKySgy5aqgQOC7UaonVEUBu6-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s disciplined approach ensures alignment with clients\u2019 unique goals.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Investment Advisory, Alternative Investments, Philanthropic Planning<br>\ud83d\udccd <strong>Address:<\/strong> 888 Boylston St, Boston, MA 2199<br>\ud83d\udcde <strong>Phone:<\/strong> 16172046400<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.scsfinancial.com\/\" rel=\"nofollow noopener\" target=\"_blank\">SCS Financial<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> dederle@scsfinancial.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Aureus Asset Management<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfd09l1iSe7pNt8Oo4SrQX3HTIThFmk_pt9b6SCqCILf3YCcHPSmT7we073BlOzKosce3zOgbhHzSiF-sYpRCYaDy1kqy-XDsJeIZh6C3p7fGjJPDhjXTLr3chDJ_TmMdsNg02hhw.jpg\" alt=\"Aureus Asset Management\" class=\"wp-image-17032\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfd09l1iSe7pNt8Oo4SrQX3HTIThFmk_pt9b6SCqCILf3YCcHPSmT7we073BlOzKosce3zOgbhHzSiF-sYpRCYaDy1kqy-XDsJeIZh6C3p7fGjJPDhjXTLr3chDJ_TmMdsNg02hhw.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfd09l1iSe7pNt8Oo4SrQX3HTIThFmk_pt9b6SCqCILf3YCcHPSmT7we073BlOzKosce3zOgbhHzSiF-sYpRCYaDy1kqy-XDsJeIZh6C3p7fGjJPDhjXTLr3chDJ_TmMdsNg02hhw-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Behavioral Finance, Goal-Based Investing, Financial Coaching<br>\ud83d\udccd <strong>Address:<\/strong> 1 Winthrop Square, Boston, MA 2110<br>\ud83d\udcde <strong>Phone:<\/strong> 16177288900<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/aureus-asset.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Aureus Asset Management<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> kfirestone@aureus-asset.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. Mercator Wealth Management<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcCZV314MZ6jtaFrOgms7J1TF_L6rH-zayzkHG15AnPXq1zCKY-O605p34gA-dYJiPahlc7Ix35PwJ7UkIwdniwi55azi6L8Rz742QiCe_5mzDWsjITkTZBIvPKx6CHMgkfTot_yQ.jpg\" alt=\"Mercator Wealth Management\" class=\"wp-image-17031\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcCZV314MZ6jtaFrOgms7J1TF_L6rH-zayzkHG15AnPXq1zCKY-O605p34gA-dYJiPahlc7Ix35PwJ7UkIwdniwi55azi6L8Rz742QiCe_5mzDWsjITkTZBIvPKx6CHMgkfTot_yQ.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcCZV314MZ6jtaFrOgms7J1TF_L6rH-zayzkHG15AnPXq1zCKY-O605p34gA-dYJiPahlc7Ix35PwJ7UkIwdniwi55azi6L8Rz742QiCe_5mzDWsjITkTZBIvPKx6CHMgkfTot_yQ-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s needs.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Fee-Only Financial Planning, Retirement Strategies, Legacy Planning<br>\ud83d\udccd <strong>Address:<\/strong> 51 Melcher St 1st Floor, Boston, MA 2210<br>\ud83d\udcde <strong>Phone:<\/strong> 13492480758<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/www.mercatorwealthmanagement.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mercator Wealth Management<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> phil.peloquin@mercatorwm.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. New England Financial<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXftDi0KMI9odkbl3rzWySqHVx7hz1Ktv5NlFBviiNyYe2VZXx9PfK7weCa6vJFnAFUnerS2paGNXsWcPAiHLZPsAzJfTObVJIm69-0k4XhDHlXQ_IjQDdvj6cH1PsPZOOobM-6opg.jpg\" alt=\"New England Financial\" class=\"wp-image-17033\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXftDi0KMI9odkbl3rzWySqHVx7hz1Ktv5NlFBviiNyYe2VZXx9PfK7weCa6vJFnAFUnerS2paGNXsWcPAiHLZPsAzJfTObVJIm69-0k4XhDHlXQ_IjQDdvj6cH1PsPZOOobM-6opg.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXftDi0KMI9odkbl3rzWySqHVx7hz1Ktv5NlFBviiNyYe2VZXx9PfK7weCa6vJFnAFUnerS2paGNXsWcPAiHLZPsAzJfTObVJIm69-0k4XhDHlXQ_IjQDdvj6cH1PsPZOOobM-6opg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><br>\ud83d\udd39 <strong>Services:<\/strong> Insurance Solutions, Retirement Planning, Investment Advisory<br>\ud83d\udccd <strong>Address:<\/strong> 501 Boylston St, Boston, MA 2116<br>\ud83d\udcde <strong>Phone:<\/strong> 16175782000<br>\ud83d\udd17 <strong>Website:<\/strong> <a href=\"https:\/\/nefgrp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">New England Financial<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> tshepard@baystatefinancial.com<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. Quadrant Financial Services LLC<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfbUBzNhBQzrM-DQdYgQ_8lYIMU4eKi7YR1Yy270TgNdThk30ARsKQAPXGPnEY4Qwyc9eHXQLF4LB9jigM4PVlkRSlvish3uKpY3vJ6VTWF36LI4oLZWTOTJf-CkcR0qNzy5pbrBg.jpg\" alt=\"Quadrant Financial Services LLC\" class=\"wp-image-17035\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfbUBzNhBQzrM-DQdYgQ_8lYIMU4eKi7YR1Yy270TgNdThk30ARsKQAPXGPnEY4Qwyc9eHXQLF4LB9jigM4PVlkRSlvish3uKpY3vJ6VTWF36LI4oLZWTOTJf-CkcR0qNzy5pbrBg.jpg 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfbUBzNhBQzrM-DQdYgQ_8lYIMU4eKi7YR1Yy270TgNdThk30ARsKQAPXGPnEY4Qwyc9eHXQLF4LB9jigM4PVlkRSlvish3uKpY3vJ6VTWF36LI4oLZWTOTJf-CkcR0qNzy5pbrBg-600x362.jpg 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019s team delivers customized solutions to help clients achieve financial confidence and security. Their holistic approach integrates risk management with growth-oriented investing.<br>\ud83d\udd39 <strong>Services:<\/strong> Retirement Planning, Tax Optimization, Small Business Advisory<br>\ud83d\udccd <strong>Address:<\/strong> 183 State St STE 3, Boston, MA 2109<br>\ud83d\udcde <strong>Phone:<\/strong> 16175579333<br>\ud83d\udd17 <strong>Website:<\/strong><a href=\"https:\/\/www.quadrantfinancialservices.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Quadrant Financial Services<br><\/a>\ud83d\udce7 <strong>Contact:<\/strong> rjhall@moneyconcepts.com<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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