Find an Advisor in Boston

Boston Advisors

Laurie Burkhardt
CFP
Boston, MA
96%
Helpful
Firm
Modera Wealth Management
Fee Structure
Fee-Only
Biography

Laurie Kane Burkhardt is a wealth manager at Modera Wealth Management, LLC. Laurie works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Laurie has significant experience helping clients to understand planning issues for professional women, same sex couples and elderly parents. In addition to her work with clients, Laurie serves on the firm's Philanthropy Committee. Laurie also contributes to the Modera Wealth Management blog where she recently collaborated with her colleague, Kelly Henning, to publish an article titled What To Do to Prepare for Retirement which also appears on Investopedia.

Before joining Modera, Laurie worked for LPL Financial as a financial planning Consultant, where she provided guidance to Financial Advisors in the design, illustration and implementation of financial planning recommendations. In her prior financial planning roles, Laurie established financial planning strategic priorities and provided comprehensive financial planning services for clients at two financial services firms. Laurie managed the financial planning services offering for high net worth and small business clients of a Boston-based financial services firm with more than 200 advisors. She subsequently launched a new financial planning process for investment clients of a New England regional bank with more than $1.5 billion in assets under management. Prior to pursuing a career shift into financial planning in 2005, Laurie spent 20+ years in various management positions in financial management and strategic planning at MetLife.

Laurie earned a Bachelor of Science degree from Harvard University and a Master’s in Business Administration from Boston University. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2005.

Laurie is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and Boston Estate Planning Council. She volunteers through her local FPA chapter to provide pro bono financial coaching and planning to military families. Laurie serves on the Advisory Board of the Boston Chamber Women’s Network and is a member of the Women’s Initiative Committee for the Boston Estate Planning Council. Laurie is also very involved with her local Unitarian Universalist community, and she regularly serves in a leadership capacity (including terms as the organization’s President and Treasurer).

A lifelong Boston-area resident, Laurie resides in Canton, MA with her husband Jim, and their boy/girl twins are in their 20s. Outside of work, Laurie cherishes her many close relationships with family and friends.

96%
Helpful
Mateo Dellovo
Boston, MA
95%
Helpful
Firm
BFA Wealth Management
Fee Structure
Fee-Only
Biography

As CEO of BFA Wealth Management, I believe that our most important strength as a personal financial partner is our dedication to the care and guidance we give our clients on all matters that concern their financial lives, not just the management of investment portfolios. We’re more than the people who handle your money; we’re the people who help you live the life you want to live. Our unique approach, in concert with our expertise in managing risk and handling concentrated positions of employer stock, makes us a great partner for individuals employed in the healthcare, technology, energy, biotech, and defense industries.

Watching people close to me make financial mistakes due to misinformation or misdirection was an experience that affected me deeply as a young man. The experience was a formative influence that led me to shape my career, and our firm, around trust, partnership, and honesty above all else. By working directly with my clients as a fiduciary, private wealth advisor, and financial planner, I am able to give the individuals we serve personalized, unbiased financial insights in support of their plans, and I am fortunate enough to be in a position to use the knowledge I gain from relationships with my clients to strengthen our firm and contribute to delivering on our mission.

BFA Wealth Management operates as a true fiduciary, providing financial education, situational guidance, cutting-edge tools, and real relationships based on the trust and responsibility clients expect from someone who treats them as a valued partner.

95%
Helpful
Bob Dockendorff
Boston, MA
94%
Helpful
Firm
Claro Advisors
Biography

Bob Dockendorff is a financial planner with Claro Advisors, a fee-based Registered Investment Advisor in Boston, MA. Bob started his career as a tax attorney with Ernst & Young in 2010 and then moved to The Colony Group, a large private wealth management firm based in Boston, MA. At The Colony Group, Bob built and serviced financial and investment plans for high-net worth individuals and families, and also provided tax planning and preparation services, as well as estate planning strategies. Additionally, his focused on the implementation of investment, estate, and tax planning tailored to the specific goals of diverse clients.

At Claro, Bob focuses on delivering comprehensive financial planning and investment services to young families and individuals planning for retirement. He is a big believer in low cost index funds, closing the behavior gap, and achieving large financial goals by taking small, manageable steps in the right direction. He helps his clients achieve their financial goals through careful analysis and the development of long term plans that encourage consistent, achievable actions.

Bob graduated from the University of Vermont in 2006 with a degree in Philosophy, and has also obtained a law degree from Suffolk University Law School, as well as an LL.M. in Taxation from Boston University Law School. He holds a Series 65 licenses, and the Life and Health.

Outside of work, Bob enjoys golf and going to the beach with his wife, Caitlin, and two sons, Charlie and Tommy.

94%
Helpful
John Osbon
Boston, MA
94%
Helpful
Firm
Osbon Capital Management, LLC
Fee Structure
Fee-Only
Biography

John Osbon oversees all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.

John F. Osbon established Osbon Capital as the family’s investment firm in 2005 after two prosperous decades on Wall Street. Osbon Capital is 100% owned by the family and is its sole investment vehicle.

Osbon Capital came out of John’s investment, philanthropic and community accomplishments. John was looking to create a family investment office for himself and for clients that emphasized long term investing, acting, thinking and planning. A private firm for private people, outside of the swirl of financial conflict of interest, was the foundation of Osbon Capital and is in its genes.

John has served as an adjunct Professor of Finance Babson Graduate School of Business, received degrees from Columbia Business (MBA) & University of Chicago (BA Art History) and is a frequent commentator Forbes.com, WCVB, NECN, CNBC, BBJ and AP.

Outside of Osbon Capital, John serves as the Chairman of the Board of Overseers Boston Ballet and participates in the Wall Street Decathlon benefiting Memorial Sloan-Kettering Cancer Research.

John established Osbon Capital in 2005 after two prosperous decades on Wall Street including opening Morgan Stanley’s private wealth office in Boston in 2000, and serving as Managing Director & Head of Atlantic Trust Boston and Managing Director Credit Suisse First Boston.

His past board affiliations include Park Street School, Peabody Essex Museum, Boys & Girls Club Nantucket, St. Paul’s Church Nantucket, Nantucket New School, Boston Children’s Museum and Boston Lyric Opera.

94%
Helpful
Rick Fingerman
CFP® , CDFA™, CFS®
Newton, MA
93%
Helpful
Firm
Financial Planning Solutions, LLC
Fee Structure
Fee-Based
Biography

Rick Fingerman is managing partner and co-founder of Financial Planning Solutions, LLC, an independent financial planning and Registered Investment Advisor located in Newton, MA. He has over 25 years’ experience helping people make intelligent decisions with their money. 

Rick specializes in helping clients plan for retirement, create a proper investment plan, save for college, and protect their assets from a catastrophe. He also has expertise in financial issues specific to women and women in transition. He believes having a good financial plan that addresses one's goals and concerns, can make all the difference in the world.

Rick currently holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Divorce Financial Analyst™ professional designation from IDFA™. For those in the unfortunate position of going through a divorce, Rick can be instrumental in helping them determine a fair division of marital assets.

Rick is an active member of the Financial Planning Association of MA where he is a past President and Chairman. Currently, he holds the position of Liaison to the Financial Coaching Program with Dana Farber Cancer Institute in Boston. This program provides pro bono financial planning to cancer patients and their families. You can watch a short video on this program under the Client Center tab on the home page.

Rick has been quoted in several national publications such as the Wall Street Journal, The Boston Globe, The Chicago Tribune, and CNBC MarketWatch. Furthermore, Rick has been granted several awards throughout his career such as the Boston Five Star Professional Wealth Manager Award in 2013, 2015, and 2016 as well as other prominent awards for financial planning and work with Pro Bono and charitable organizations.

Rick lives in Lynnfield, MA with his wife and stepdaughter. He is also the proud father of a grown daughter and son from a previous marriage. His interests include spending time with his family, performing stand-up comedy, woodworking, hiking, exercise, and nutrition.

93%
Helpful
Kirk Chisholm
Lexington, MA
92%
Helpful
Firm
Innovative Advisory Group
Biography

Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. He works with clients to advise them on financial planning, risk management, and portfolio management. He is also an expert at using a self-directed IRA or self-directed 401K to invest in alternative investments. He particularly specializes in alternative investments such as: real estate, precious metals (gold & silver), tax liens, horses, franchises, private company stock, start-ups, intellectual property and more. Kirk is dedicated to developing lasting relationships with all of his clients. 

92%
Helpful
Max Osbon
Boston, MA
92%
Helpful
Firm
Osbon Capital Management, LLC
Biography

Max Osbon, Partner of Osbon Capital Management, shares responsibility with his partner, John, for all investment decisions including security selection, allocation, and risk assessment for clients on a case-by-case custom basis. Osbon Capital is 100% owned by the Osbon family and is its sole investment vehicle.

Max earned full Osbon Capital partnership status in 2014 with the goal of building it for the next generation.

Previously, he worked for Bloomberg L.P. in NYC leading the coverage of the Goldman Sachs account. He left voluntarily after three years for a self funded six month trip in the southern hemisphere, writing neverinamerica.com along the way.

Max Osbon began contributing to Osbon Capital in 2007 as a sophomore in college, doing analysis and special projects. He proceeded by turning an internship at Bloomberg into subsequent employment and a quick advancement to a competitive sales position. A landmark event for Osbon Capital occurred when Max Osbon joined Osbon Capital as a partner in 2013.

He has a B.S. in mathematics and a B.A. in finance from Santa Clara University, graduating top in his class by number of class credits.

Max participates annually in the Wall Street Decathlon, benefiting Memorial Sloan-Kettering Cancer Research. He is a Young Partner of Boston Ballet with a focus on event planning and audience building for that organization. Previous volunteer activities have included Advisory Board member for the Design Museum of Boston, and fundraising for the Boys & Girls Club of Boston.

Max resides in the Fort Point area in Boston.

92%
Helpful
Rand Spero
CFP®, MBA, Ed.M.
Lexington, MA
89%
Helpful
Firm
Street Smart Financial, LLC
Fee Structure
Fee-Only
Biography

Rand Spero founded Street Smart Financial LLC – a fee-only, independent, registered investment advisory firm that provides expert and objective investment management and financial planning services to individuals and families. The firm does not accept commissions or referral fees from any third parties.

Rand has a background in corporate strategic planning, economics, marketing, and psychology, which provides a unique multi-disciplinary approach to financial matters. He successfully completed the Financial Planning program from Boston University and he’s a board designated CERTIFIED FINANCIAL PLANNER™ Professional. He’s frequently quoted in major publications such as the Wall Street Journal, Forbes, and Consumer Reports Money Adviser.

Rand conducts financial planning workshops for organizations such as the Tufts University Osher Lifelong Learning Institute and Massachusetts General Hospital.

Previously, Rand worked as an independent strategic planning consultant for major firms such as AT&T, Time Warner, Blue Cross Blue Shield, Cellular One, Comcast, John Hancock, Novartis, and Viacom, helping them anticipate and respond to future economic trends.

Rand is a board member of the Lexington Cary Memorial Library Foundation, a founding advisory council member for the Clay Center for Young Healthy Minds at Massachusetts General Hospital, and a trustee of the Massachusetts Eye and Ear Infirmary.

89%
Helpful
Preston McSwain
Boston, MA
88%
Helpful
Firm
Fiduciary Wealth Partners
Fee Structure
Percent of Assets Under Advisory, Flat fee, & Per Hour
Biography

Preston McSwain is a Managing Partner, Founder and the Chief Investment Officer of Fiduciary Wealth Partners, which is an SEC registered investment advisor. He is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as IRIS, TheStreet.com, WealthManagement.com.  In addition, Preston has been profiled in the Wall Street Journal the Financial Times and Institutional Investor.

Previously, Preston held a number of senior leadership positions at investment management and trust companies, including serving as a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, he helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide. Earlier in his career Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division. He started his career at State Street Bank & Trust.

Preston is a leader of many not-for-profit organizations including serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, as the Treasurer of Church of the Redeemer in Chestnut Hill and as a founder of Boston Preparatory Charter Public School. He is also a member of the Economic Club of New York.

Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.

Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan.

88%
Helpful
Debbie Levenson
CFP®, MBA
Newton, MA
88%
Helpful
Firm
Levenson Wealth LLC
Fee Structure
Fee Only
Biography

For twelve years, Debbie applied her love of personal finance and strong analytical skills to help her financial planning and investment clients at a large wealth management firm in Needham, MA, where she was a Vice President. In 2017, she launched her own firm, Levenson Wealth LLC.

Debbie has a Bachelor of Science (B.S.) in Economics with honors from the Wharton School/University of Pennsylvania and a Master’s in Business Administration (MBA) from Harvard University.

As a management consultant for Bain & Company, Debbie developed her financial and strategy skills while helping Fortune 500 companies improve their profitability. After Bain, she spent a decade as a senior executive for two consumer products companies before becoming a Certified Financial Planner® through the Boston University program in 2004. 

Financial planning and investing have been lifelong passions for Debbie. She has been quoted in the New York Times, the Wall Street Journal, Investment News and other local and national media. She has published articles in Financial Planning magazine, the AAII Journal (American Association of Individual Investors) and Women’s Business. She has been featured on multiple occasions as a Money Makeover expert in the Boston Sunday Globe. Debbie is a NAPFA-registered financial advisor and a member of the Financial Planning Association.

Debbie enjoys running, reading, relaxing and planning with her husband and extended family.

88%
Helpful
Chris Chen
Waltham, MA
87%
Helpful
Firm
Insight Financial Strategists LLC
Biography

Chris Chen CFP® helps individuals and families plan difficult life transitions such as retirement and divorce. 

As a CFP® professional, Chris works with your own legal and tax advisers to build cost-effective and tax-efficient strategies to help you achieve your long term financial goals with wealth preservation, retirement income planning, and legacy planning.His calming confidence and knowledgeable guidance through complex financial transitions such as retirement and divorce can help you gain a sense of security and reassurance for your financial future.

Chris’s career in financial services followed a rewarding career in strategic business management during which he lived, worked, and grew successful businesses in the US, Asia/ Pacific and Europe. Chris earned his Bachelor’s degree in Economics and his MBA in Finance. He is also a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Divorce Financial Analyst. Chris is a member of the Financial Planning Association, the Massachusetts Council on Family Mediation and he is the Treasurer of the Association of Divorce Financial Planners, a non profit organization.

Chris invites you to sign up to start your own financial plan for free at po.st/financialplan

87%
Helpful
Brad Wright
CFP®
Burlington, MA
85%
Helpful
Firm
New England Financial Planning Group
Fee Structure
Fee-Based
Biography

Brad Wright, a Certified Financial Planner™ professional, is dedicated to focusing time on research and implementing his client's financial plans. At New England Financial Planning Group, Brad is a key member of his firm's investment committee. Prior to joining New England Financial Planning Group, Brad worked as a financial planner in both Los Angeles and Boston, where he examined clients' financial positions and suggested holistic solutions.

Brad earned a Bachelor of Arts degree from American University, in Washington DC. He then graduated, with distinction, from UCLA's Personal Financial Planning program. Brad began his transition to financial planning over eight years ago from a successful career as a television and radio host. He has worked for ABC, NBC, and CBS Radio. His combination of talents enables him to easily connect and communicate with clients one-on-one to collaboratively determine their path to financial independence.

Brad is a member of the Financial Planning Association of Massachusetts (FPA-MA), and actively serves on their Board of Directors. He is a member of the Massachusetts Broadcasters Association and enjoys donating his time, and his hair, to Boston Children's Hospital and to mentoring broadcasting students. Brad is a frequent guest speaker to employees of Fortune 500 companies.

85%
Helpful
Marc Freedman
CFP®
Peabody, MA
84%
Helpful
Firm
Freedman Financial
Fee Structure
Fee-Based
Biography

Marc S. Freedman CFP® is the President of Freedman Financial, Inc.  and a 2017 recipient of Investopedia's 100 most influential financial advisors.  

A second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades.

Marc is passionate about educating the public – as well as those who present themselves as financial advisors – about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

His first book, Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients.

Marc’s NEWEST BOOK, ‘Retiring for the Genius’, released August 2014 promises to have an even bigger following than his first book. Retirement can feel like you’re walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Marc is a sought after speaker lecturing both internationally and domestically on trends in the financial planning profession and practice management issues. In 2009, during the most challenging economic times, he appeared on the CBS Early Show as part of “The Job Squad” to perform makeovers for individuals trying to get their financial house in order.

Freedman is quoted in national media outlets, including L.A. Times, Wall Street Journal, Reader’s Digest, Money Magazine,Business Week, USA Today, The Journal for Financial Planning,Financial Planning Magazine, Investment Advisor Magazine,Registered Representative, Boston Globe and the Boston Herald.

A graduate of Peabody Veterans Memorial High School and Babson College, Marc is married to Laura and has five children. He’s an avid fan of the Boston Red Sox AND the Wonderful World of Disney. It is his life-long dream to dress as a Disney Character in the Magic Kingdom for just one day – after that, he’d happily retire as a tour guide or guest relations cast member.

84%
Helpful
Jessica O'Donnell
Malden, MA
83%
Helpful
Firm
Summit Financial Strategies, Inc.
Biography

Jessica joined Summit Financial Strategies, Inc. in 2011, and holds the CERTIFIED FINANCIAL PLANNER™ designation. She is actively involved in all client cases, in the areas of investments, tax, estate, life insurance, and retirement planning.

The client's interests always come first. She will listen and understand - help visualize and vocalize what the client is really trying to accomplish - and  then create a financial blueprint that gives them control in achieving their long-term objectives. She develops comprehensive and integrated financial plans for clients based on extensive data gathering, and updates plans when a client's personal situation changes.

As this is designed for a long-term relationship, Summit Financial Strategies shoulders the responsibilities of how a portfolio, retirement plan or trust should be invested. They construct a comprehensive strategy tailored to meet each client's individual needs by selecting investments to harmonize with financial objectives.

Jessica holds a BA in Art History and an MLS from the State University of New York at Buffalo. She has lived and traveled abroad, and has obtained an MSc in the History of Art from the University of Edinburgh, in Scotland.

83%
Helpful
Jared Hoole
CFP®
Burlington, MA
81%
Helpful
Firm
Lakeside Financial Planning
Fee Structure
Fee Only Retainer Model
Biography

Jared Hoole is the President of Lakeside Financial Planning and a CERTIFIED FINANCIAL PLANNER™. He began his career in public accounting implementing tax planning strategies for multinational corporations. After nine years in corporate tax, Jared knew he wanted a more rewarding direction where he could use his financial skills to help people to reach their life goals. So in 2014, he decided to take the next step in his career and founded Lakeside Financial Planning. In addition to his CFP®, Jared holds a bachelor’s degree in finance and a master’s degree in taxation from Bentley University.

Jared lives in Windham, NH with his wife, Alisyn, their daughter, Carsyn, and son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared also loves spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.

81%
Helpful
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