Find an Advisor in Boston

Boston Advisors

John Dorfman
Boston, MA
80%
Helpful
Firm
Dorfman Value Investments, LLC
Biography

John Dorfman is a hands-on money manager with over four decades of financial industry experience. He has managed a mutual fund, a hedge fund, and more than 100 individual accounts, and has also been a financial writer for many years.

Dorfman Value Investments is an investment management firm in Newton, Massachusetts, dedicated to seeking strong investment returns for their clients' through value investing.They specialize in finding small to mid-cap opportunities among unpopular stocks in the United States and abroad. Clients rely on the company for their expertise, open communication style, and track record of solid performance results. John and the team take a very hands-on approach to stock selection and to building customized portfolios for each client.

John has shared his stock market insights as a senior special writer for The Wall Street Journal, executive editor of Consumer Reports, and a columnist for Bloomberg. His syndicated column appears weekly in the Omaha World Herald,Pittsburgh Tribune Review, Virginian Pilot and the web site Guru Focus.

80%
Helpful
Kimberly Howard
CFP®, CRPC®, ADPA
Newton, MA
79%
Helpful
Firm
KJH Financial Services
Fee Structure
Fee-Only
Biography

Kimberly J. Howard, CFP®, CRPC®, ADPA®, is the founder and owner of KJH Financial Services in Newton MA and Denver CO.  She is a Certified Financial Planner™ practitioner and has over twenty years of experience in financial management and education goals through effective comprehensive financial planning. 

Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.

Kimberly is where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.

Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women.  She is an expert Advisor for Morningstar .

Kimberly promotes a life planning approach with a balanced work/life style. She is active in sports including cycling, golf, skiing, and hiking.

79%
Helpful
Rajeev Kotyan
Lexington, MA
76%
Helpful
Firm
Innovative Advisory Group
Biography

Rajeev Kotyan is a Principal at Innovative Advisory Group. He also holds the position of Chief Compliance Officer and Chief Risk Manager. His roles at IAG are co-chair of the Investment Committee and Head of the Alternative Investment Risk Management Group. He provides the compliance and risk management guidelines required to analyze client portfolios spanning both traditional and alternative asset classes. IAG strives to change the wealth management profession through innovation.

Rajeev’s background includes corporate and institutional risk management, strategy planning for business, product development, and financial products and strategies, such as algorithmic trading, transaction cost analysis, quantitative analysis and cross-asset class strategy trading. His tenure includes working with a number of start-up technology and financial firms, including Charles River Development & Brokerage, Progress Software, Investors Bank and Trust, eXcelon Corporation, IDD Information Services (subsidiary of Dow Jones), and Citicorp Securities KK (Tokyo, Japan). He has participated actively in the standardization for information exchange of financial derivative products with creation of Financial Products Markup Language (FpML.org), a division of ISDA (International Swaps and Derivatives, Inc.).

Since 1998, Rajeev has been personally investing in alternative investments using Self Directed IRAs, mainly focused on real estate and real estate-related assets, including mortgage notes, short-term loans, foreign exchange and small business ventures, to name a few.

76%
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Michael Anthony Solari
CFP®
Boston, MA
73%
Helpful
Firm
Solari Financial Planning, LLC
Fee Structure
Fee-Only
Biography

Michael Solari, Principal of Solari Financial Planning, has nearly a decade of experience building comprehensive financial plans for individuals and families. Michael realized typical financial advisors often recommend on topics that suit their own interests. In 2013, he established a fee-only financial planning firm, building it from scratch.

Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.

As a result, the demand for an alternative firm like this has grown. Michael now offers online financial planning services to people across the country. While he has offices in both Bedford and Nashua, NH, his firm also has the technology to reach his clients no matter where they are.

Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, Yahoo! Finance, InvestmentNews and Research Magazine.

73%
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John Cooney 2
MBA
Brockton, MA
72%
Helpful
Firm
Green and Gold Financial Planning, LLC
Fee Structure
Fee-Only
Biography

John Cooney is a fee-only financial planner who founded Green and Gold Financial Planning to provide comprehensive financial planning to veterans and their families. John is a graduate of West Point and during his 18 years in the US Army, he has had the pleasure to serve his country on four different continents. When not working with clients or attending his drill weekend, John enjoys spending time with his fiancé, cooking, running, and cheering on the Boston area sports teams.

John believes that financial planning is more than just a plan, it is a process. The plan itself is important to capture where his clients are and where they want to go, but it is what happens after the plan is complete that will drive success. With this in mind, John has developed a process to ensure that he capture the present information in the plan, but continue to collaborate as John and his clients move forward to make sure he can constantly refine and adapt the plan as his clients' lives change.

As a firm, John and his team's focus is to understand their clients' goals and develop a plan to reach them. John will meet with his clients to present an analysis and discuss his recommendations. Together, John and his clients implement the recommendations and monitor their progress. From here, he will plan regular meetings to assess the progress toward their goals and, when necessary, John will make adjustments to their financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

72%
Helpful
William J. Bellerose
Boston, MA
70%
Helpful
Firm
Morgan Stanley
Biography

William Bellerose is a Financial Advisor at Morgan Stanley. William advises clients on wealth management and investment strategies. William leverages the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and propose financial plans to help meet stated objectives with reasonable volatility. He currently holds the FINRA Series 7 and 66 licenses and is Life, Variable Life, and Variable Annuity licensed.

William can help clients evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist them in developing and executing a strategy that is precisely their own and helps them meet their needs. William believes time is a valuable resource in today’s world and people should feel confident about their financial direction. Through Morgan Stanley, William's clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As a Financial Advisor, William works with his clients to identify appropriate investments that are specific to their individual needs and circumstances. He believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. He follows a disciplined process that enables him to work with clients to craft a solution that helps to meet their individual financial needs.

William began working at Morgan Stanley in Boston in 2012. William graduated from the College of the Holy Cross in Worcester, MA with a B.A. in Economics. He currently resides in Boston’s North End. William enjoys working with charities, following professional and college sports, and spending time with his friends and family.

70%
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James Cornell 1
Boston, MA
Firm
Fiduciary Wealth Partners
Biography

Jamie is a Certified Investment Management Analyst, Certified Hedge Fund Professional and is a candidate for Chartered Alternative Investment Management Analyst. He is also a member of the Investment Management Consultant’s Association and the Boston Security Analyst Society.

Along with his tireless work as a Managing Partner and Founder of FWP, Jamie is the Chair of the New England chapter of Tiger 21, a peer-to-peer learning network for high net worth investors.  Tiger 21 has over 300 members that collectively manage approximately $30 billion in investable assets.

Prior to co-founding Fiduciary Wealth Partners, James spent approximately four years as Managing Director of The Bollard Group, which was recognized as one of the top 50 SEC registered advisors and among the top 25 largest multi-family offices in the U.S.

Before the Bollard group, Jamie held many senior leadership roles at leading wealth and asset management firms, including serving as President of Fidelity Investments Private Wealth Management and President of Fidelity’s Personal Trust Company. While at Fidelity, he led the design and development of Fidelity’s portfolio and financial planning tools.

Jamie received a B.A. in Economics from the University of North Carolina at Chapel Hill and Fidelity sponsored executive education from the Harvard Business School. He won the Fidelity Innovation Challenge for the best new business idea and is an active mentor to UNC Kenan-Flagler Business School Morehead-Cain and Kauffman Global scholars programs.

Jamie lives in the Back Bay of Boston with his wife Stephanie Dodson. Together they have six children, whom Fiduciary Wealth Partners views as full partners.

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Zachary Stuppy
Boston, MA
Firm
Brave Boat Capital Advisors
Fee Structure
Fee-Only
Biography

After spending a number of years at larger, more traditional Wall Street firms, Zach founded Brave Boat Capital Advisors. He didn’t feel that these firms were fully delivering the client experience that was required of the modern client. He understood that clients still desired the personal touch and expertise of a traditional advisor relationship but also required a more modern approach to the way information was shared communicated and accessed. He decided that an independent, fee only, firm was the best way to serve his clients, expand his offering, and provide the best unbiased advice possible.

Zach provides wealth planning and investment management services to high net worth individuals and families. Additionally, Zach consults to employer sponsored retirement plans and foundations.

Prior to starting the company, Zach built and managed a wealth and investment management practice at Credit Suisse where he focused on serving high and ultra-high net worth individuals and families. He has also spent time at Barclays Wealth and Ameriprise Financial.

Zach received his MBA from the Kenan-Flagler Business School at UNC and an undergraduate degree in Economics from Colgate University where he also captained the men’s soccer team. Zach was born and raised in southern Maine but has called Boston home since the early 2000’s. When he isn’t working, he can still be found on the soccer field, basketball court, golf course or cheering on his favorite Boston sports teams. He currently lives in the North End with his wife, baby girl and dog.

Elliot Herman
Quincy, MA
Firm
PRW Wealth Management
Biography

Elliot is the Chief Investment Officer at PRW Wealth Management where he oversees individual and institutional portfolios ranging from $1-25 million. He is responsible for the firm’s investment advisory process including the development of investment strategy, asset allocation, and investment manager and product due diligence. He also oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning. He and his partners at PRW Wealth Management have built a multi-disciplinary team of attorneys, investment professionals, and wealth transfer planning specialists focused on working in concert with their clients’ advisory teams to maximize the efficient design, delivery, and implementation of wealth management plans. The intent is to quarterback the planning team, break down the silos, and work collaboratively to achieve improved outcomes.

Elliot earned a Bachelor of Arts degree in Economics from Brandeis University, an MS/MBA from Northeastern University, and completed the Program for Certified Financial Planners at Boston University. In addition to his CFP® and CPA designations, he holds the Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses as a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra Investment Services, LLC (Kestra IS), and is a licensed insurance broker.

Elliot is a frequent contributor to the financial press who seek his advice on a range of planning questions. Most recently, Elliot has been credited on Bankrate.com; 5 Ways to Reduce Taxes in Retirement; Sheyna Steiner; March 19, 2014, Financial Planning Magazine; Above the Estate Tax Exemption?; Ingrid Case; February 2015, and Collegeinvestor.com; “Where to Invest in 2016”; Robert Farrington; January 25, 2016.

Outside of work, Elliot is active with several non-profits including participation in the FPA of MA Dana Farber Cancer Center financial coaches program. This outreach program “coaches” cancer patients who are dealing with difficult financial issues.

Rich Van Loan
CFP®, CRPC®, CLTC
Boston, MA
Firm
Ameriprise Financial
Fee Structure
Fee-Based, Commission
Biography

Rich Van Loan has been in the financial advisory space since 1998. From the start of his career as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, Rich believed in the importance of helping his clients pursue their dreams for tomorrow with what they wanted today. Keeping that mentality, Rich now conducts business in twenty states in America (AL, AR, AZ, CA, CT, DC, FL, HI, IL, LA, MD, ME, MO, NY, OH, PA, RI, TX, UT, VA).

Rich's areas of focus include but are not limited to investment planning, retirement planning, protection planning, asset allocation strategies, domestic partner planning. In working with his clients, his first focus is to learn about their financial, personal, and professional aspirations. He then takes this information and leverages his financial management experience to present them with a customized, comprehensive plan. After developing a plan, Rich views managing the financial plan is most important. With this, he regularly checks in with his clients to ensure that they are tracking progress against their plan and making adjustments if necessary.

Rich has received several awards and recognition over the years. This includes FIVE STAR Wealth Manager 2010, 2011, 2012, 2013, 2014, and 2015. He also has received Premier Protection Award from the RiverSource Life Insurance Company in 2013 as well as the Ameriprise Circle of Success in 2013.

Outside of the office, Rich is proud to support the following organizations: Hope House in Boston, Victory Programs in Boston, National Parks Conservation Association, Trustees of Reservations, Nature Conservancy, and Sierra Club. In his free time, Rich enjoys traveling, going to live concerts, cooking, experimenting with new foods, and photographing.

Christian Stone
Quincy, MA
Firm
PRW Wealth Management, LLC
Biography

Chris Stone is a Wealth Advisor at PRW Wealth Management, LLC. Chris works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead. He is a steward for clients and their wealth, and is dedicated to the highest level of client service. Chris also partners with clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.

Before joining PRW, Chris was an advisor at Morgan Stanley, and prior to that, a Vice President of U.S. Trust where he served as a Private Client Manager. His past responsibilities include managing high and ultra-high net-worth relationships on a daily basis, and coordinating, developing, and implementing comprehensive investment, cash flow, tax, and estate plans with various internal and external partners. He previously served as a Client Manager within Bank of America’s Premier Banking & Investments Group.

Chris is a CERTIFIED FINANCIAL PLANNER™ professional as determined by the Certified Financial Planner Board of Standards Inc., and he completed the Financial Planning Program at Boston University. Chris earned a B.S. in Business from Mount St. Mary’s University in Maryland, where he was a Division I baseball player. He went on to receive his M.S. in Investment Management from Boston University’s Graduate School of Management. He maintains Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 66 (Uniform Combined State Law) licenses. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. PRW Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. FINRA BrokerCheck - http://brokercheck.finra.org/

Chris is a member of the Boston Estate Planning Council, the Business Associates Club, and the Boston College Club. Chris is an avid golfer and lives in Hingham, MA with his wife and two children.

Andrew Nigrelli
AIF®
Waltham, MA
Firm
Northeast Planning Associates, Inc.
Fee Structure
Fee-Based
Biography

As a Wealth Advisor, Andrew T. Nigrelli is dedicated to serving the investment and financial needs of his clients by offering unbiased financial planning advice and a wide variety of products and services. His firm’s goal is to build long-term relationships that help his clients reduce taxes, work toward their retirement objectives and attain the confidence that comes with financial freedom.

Andrew has nearly 15 years of experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. He has earned the designation of Chartered Mutual Fund Counselor through the College of Financial Planning, as well as a Registered Financial Consultant and Accredited Investment Fiduciary designations. Andrew graduated from St. Lawrence University with a B.A. in Sociology.

In his work, Andrew strives to make sure each and every meeting with his clients is valuable. He has built a goals-based approach that allows his clients to understand how their money is connected with their lives, which is aimed to give them an easy understanding of the focus of their investments. Andrew provides services that are designed to help clients protect new and existing assets that have been acquired and earned over time.

Andrew and his family are also strong believers in philanthropy. Over the years they have grown very close with many organizations but in particular Boston Children’s Hospital where Andrew currently serves on the Board of Overseers. He is a sitting committee member of the Boston Investment Conference which is one of the single largest fundraising eff orts Boston Children’s Hospital hosts each year. He and his wife are also actively involved with the MSPCA (Massachusetts Society for the Prevention of Cruelty to Animals) where his wife sits on the Board of Directors.

When not working with his clients, Andrew enjoys golf, working out, traveling, and spending time with his family. He is a native of New Hampshire and currently resides in Weston, Massachusetts, with his wife, Jessica, and his daughter, Avery. They are also currently the owners of three dogs, a bird and a rabbit.

George Gagliardi
CFP®, MBA
Lexington, MA
Firm
Coromandel Wealth Management
Fee Structure
Fee-Only
Biography

George Gagliardi formed Coromandel Wealth Management after a successful career as a technology industry executive, small business entrepreneur, and management consultant. George has been involved in investing and personal financial planning for most of his adult life, and brings to Coromandel a depth of knowledge of business, personal finance, economics, and investment strategies. His areas of expertise include Retirement Planning, Tax Reduction Strategies, Family Wealth Management, Estate Planning, and Asset Investment Allocation.

George is a Phi Beta Kappa and Magna Cum Laude graduate of Yale University with a degree in Engineering and Applied Science, and holds an MBA from Babson College with Highest Distinction. He has a Certificate in Financial Planning, is a member of the Financial Planning Association, and a Life Member of the American Association of Individual Investors.

George is active in a number of community and alumni organizations, including Board Member of the Children's Center of Lexington51 Walden Street, andFriends of Lexington Bikeways; member of the Lexington Bicycle Advisory Committee, Past President and Treasurer of Yale Science & Engineering Association, past Board Member of the Yale Club of Boston, and past chairman of First Parish in Concord’s Annual Appeal. A long-time resident of Concord and Lexington, George currently resides in Lexington with his two sons.

Ryan Belanger
Boston, MA
Firm
Claro Advisors
Biography

Ryan Belanger serves as an Advisor at Claro, working with clients to develop, implement, and oversee solutions to address their wealth management and financial planning needs. Ryan dedicates his time to helping clients understand the investment landscape and prides himself on delivering affordable, quality investment choices because he believes his clients deserve better. He provides fee-only consulting services for individuals, families and businesses seeking advice in managing their investment, retirement or trust accounts.

Prior to founding Claro Advisors in 2012, Ryan spent seven years at Morgan Stanley where he became a Vice President responsible for advising clients in all aspects of wealth management. His clients included individuals, families, businesses as well as high school and college endowments. Ryan received a BA in Economics from The College of the Holy Cross and holds several securities industry licenses, including the FINRA Series 7, 24, 66, and the Life and Health.

Ryan is actively involved with the local charity group, "Follow Us", as well as the Winter Foundation, a non-profit basketball summer camp in Maine. Ryan is also a volunteer teacher at the Collegiate Success Institute, where he teaches resume building, public speaking, and interview skills to inner city high school students. Additionally, Ryan is on the Executive Committee for the American Cancer Society Coaches vs. Cancer annual event. Ryan resides in Boston’s Back Bay and enjoys golfing, reading, and spending time with his family.

Tyler Gates
Woburn, MA
Firm
Edward Jones
Biography

Tyler Gates is an Financial Advisor working at Edward Jones in Woburn, MA and has over 6 years of experience in the finance industry. As an Edward Jones financial advisor, he believes it’s important to invest his time to understand what his clients are working toward before they invest their money. It's also important to understand the level of risk they are comfortable accepting when investing so they can balance it with the steps necessary to reach their long-term goals.

Whether a client is planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most, Tyler can work to develop specific strategies to help his clients achieve their goals. He can also monitor his clients progress to help make sure they stay on track or determine if any adjustments need to be made. Throughout it all, Tyler is dedicated to providing her clients top-notch client service.

Thousands of people and advanced technology support Edward Jones' office so they can help ensure clients receive the most current and comprehensive guidance. In addition, Tyler and his team welcome the opportunity to work with an attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, Tyler can help clients develop a complete, tailored strategy to help them achieve their financial goals.

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