Top Professionals
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Beyond Your Hammock
Beyond Your Hammock is a financial planning firm dedicated to helping clients confidently use their money to enjoy life today while planning wisely for the future. The company understands the complexities of managing finances amid busy lives, including career demands, family growth, and caregiving r...Read More
Claro Advisors
Claro Advisors, Inc. is a Registered Investment Advisor based in Boston, Massachusetts, dedicated to providing personalized and fiduciary financial planning services. The company focuses on delivering a world-class client experience by starting with understanding the client’s unique story, goals, an...Read More
Concierge Wealth Management™?
Concierge Wealth Management is a boutique financial advisory firm that serves affluent families, high net worth individuals, and high-income professionals. The company provides integrated wealth management and financial planning with a personalized, concierge-style approach that emphasizes discretio...Read More
Evergreen Wealth Management
Evergreen Wealth Management is a fiduciary financial advisory firm based in Boston that offers flat-fee, transparent, and personalized financial planning and wealth management services. The company is led by CFP® fiduciary Nick Stevens and focuses on helping clients, especially those over 50, simpli...Read More
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Marathon Financial Group
Marathon Financial Group is a wealth management firm focused on simplifying and organizing the financial lives of busy professionals and retirees across the United States. The company acts as a fiduciary, committed to acting in the best interests of its clients with care, loyalty, and transparency. ...Read More
McAdam Financial
McAdam Financial is a wealth management firm focused on providing advanced wealth solutions to help clients achieve a financially secure retirement. With over 37 years of experience, the company offers holistic financial planning and asset management, emphasizing safe money strategies designed to pr...Read More
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Sandra Gilpatrick, CFP®, Wealth Consultant
Sandra Gilpatrick is a wealth consultant and certified financial planner who focuses on empowering professional Generation X and Millennial women, particularly those living or working in Boston, to feel financially confident. With over 25 years of industry experience, Sandra specializes in addressin...Read More
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Shervin Sadr - Financial Planner
Baystate Financial, The Seaport Team, located in Boston, MA, offers comprehensive fee-based financial planning and investment management services tailored to individuals, families, and businesses. The company focuses on putting clients at the center of their financial engagement, serving as trusted ...Read More
Single Point Partners
Single Point Partners is a fee-only financial planning firm based in Boston, MA, dedicated to providing families with comprehensive financial management beyond traditional advice. The company focuses on "Wealth Logistics," acting as a personal CFO to help clients stay organized and ensure that impor...Read More
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Solari Financial Planning, LLC
Solari Financial Planning is an independent, fee-only financial planning practice led by Michael Solari, a Certified Financial Planner (CFP®) and fiduciary. The company offers personalized retirement and investment services tailored to clients at any stage of life. With offices in Bedford, NH, and B...Read More