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Finding a reliable financial planner can be a crucial step towards securing your financial future. Massachusetts offers a wealth of highly skilled financial planners who can help you manage your finances effectively. Here, we’ll explore some of the best financial planners in the state, highlighting their services, client reviews, and contact information. This guide aims to be as informative and helpful as possible, using a conversational tone, like talking to a friend. Let’s dive in!

1. Whitman Financial Services, LLC

Whitman Financial Services, located in Wakefield, MA, offers a wide range of financial services, including individual financial and retirement planning, cash flow analysis, asset allocation, tax review, and estate planning. They have a flexible fee structure that includes hourly charges and fixed fees.

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Review Highlights:

Whitman Financial Services is appreciated for their personalized approach and flexibility in fee structures, making financial planning accessible to a broader range of clients.

2. Thompson Wealth Management, Ltd.

Based in Concord, MA, Thompson Wealth Management specializes in fiduciary advice and investment management services for retirement plans. They offer a variety of payment structures, including percentage-based fees, hourly charges, and fixed fees.

Review Highlights:

Clients praise Thompson Wealth Management for their expertise in retirement planning and their commitment to improving client outcomes through strategic investment management.

3. Appleton Partners

Appleton Partners, located in Boston, focuses on discretionary management, considering factors like client goals, risk tolerance, and taxes. They specialize in municipal bond, taxable bond, and equity strategies.

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  • Address: 3 Appleton St, Boston, MA 02116
  • Phone: 617-338-0700
  • Website: Appleton Partners

Review Highlights:

Appleton Partners is well-regarded for their disciplined investment strategies and client-focused approach, ensuring personalized financial solutions.

4. Beyond Your Hammock

Beyond Your Hammock in Boston caters specifically to professionals in their 30s and 40s, offering comprehensive financial planning and investment management. They provide tailored financial strategies to help clients use money as a tool to achieve their goals.

  • Address: 50 Milk St 15th Floor, Boston, MA 02109
  • Phone: 617-414-0022
  • Website: Beyond Your Hammock

Review Highlights:

Beyond Your Hammock is known for their age-specific financial planning, which allows them to offer more targeted advice and strategies for their clients.

5. Artemis Financial Advisors

Artemis Financial Advisors provides integrated financial planning and investment management services. They focus on helping clients through transitional life phases and offer subscription-based fees for ongoing financial planning support.

Review Highlights:

Artemis Financial Advisors is valued for their comprehensive service offerings and their ability to assist clients during significant life changes.

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6. Boston Retirement Advisors

Boston Retirement Advisors, in partnership with Beck Bode Wealth Management, offers customized retirement plans and long-term investment guidance. They provide both fixed fee and hourly rate options for financial planning.

Review Highlights:

Clients appreciate Boston Retirement Advisors for their tailored financial management programs and their thorough approach to retirement planning.

Table of Financial Planners

To make the information easily accessible, here’s a table summarizing the key details of each financial planner:

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Financial Planner Address Phone Website Email Services Review Highlights
Whitman Financial Services, LLC 382 Lowell Street Suite 203, Wakefield, MA 01880-1983 781-246-0902 Link Financial and retirement planning, tax review, estate planning Personalized approach, flexible fee structures
Thompson Wealth Management, Ltd. 30 Monument Square Suite 101, Concord, MA 01742 (978) 287-5151 Link Retirement planning, fiduciary advice, investment management Expertise in retirement planning, strategic management
Appleton Partners 3 Appleton St, Boston, MA 02116 617-338-0700 Link N/A Discretionary management, bond and equity strategies Disciplined strategies, client-focused solutions
Beyond Your Hammock 50 Milk St 15th Floor, Boston, MA 02109 617-414-0022 Link N/A Financial planning for 30s and 40s, investment management Age-specific planning, tailored strategies
Artemis Financial Advisors 115 Newbury St, 302, Boston, MA 02116 617-542-2400 Link N/A Integrated planning, transitional life phases support Comprehensive services, transitional support
Boston Retirement Advisors 44 School St, Boston, MA 02108 617-523-6531 Link N/A Retirement plans, long-term investment guidance Customized programs, thorough retirement planning


Choosing the right financial planner is a significant step towards achieving your financial goals. Massachusetts offers a variety of highly reputable financial advisors who cater to different needs and preferences. Whether you are looking for comprehensive financial planning, retirement strategies, or investment management, the planners listed above are some of the best in the state.

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