Financial advisors for small business owners in Massachusetts
Which financial advisor should I talk to as a small business owner in Massachusetts?
For small business owners in Massachusetts, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea of Impact Advisors Group LLC, Lauren Overzet of Civic Financial and Megan Donnelly of Quabbin Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea Impact Advisors Group LLC, Duxbury Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Lauren Overzet Civic Financial, Boston Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Megan Donnelly Quabbin Advisors, Amherst Holds the CFP. Fees on file: one-time planning fee.
- Rana Choubah Meridian Financial Advisors, LLC, Holliston Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ousmane Diagne Timbuktu Capital Management, Boston Holds the CFP. Fees on file: flat fee or retainer.
- Patrick Cote AssetGrade, Boston Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Massachusetts work with small business owners?
The Wellspent public graph lists 131 fee-only advisors for small business owners in Massachusetts, at 51 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Massachusetts located?
Of the 131 fee-only advisors for small business owners in Massachusetts, 25 are in Boston, followed by 24 in Braintree and 7 in Westwood.
Plus 65 in other cities.
How do fee-only advisors for small business owners in Massachusetts charge?
The most common fee among fee-only advisors for small business owners in Massachusetts is a percentage of assets, used by 92% of the 131 with fees on file. Many use more than one: 73% charge fixed fees and 67% charge by the hour.
How much do fee-only financial advisors charge in Massachusetts?
Fee-only financial advisors in Massachusetts charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 21 Massachusetts firms.
How much does a one-time financial plan cost in Massachusetts?
A one-time financial plan from a fee-only firm in Massachusetts has a median price of $3,000. We found this across the published prices of 27 Massachusetts firms.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the EA and CFP. In Massachusetts, 43% of the 131 advisors listed hold the CFP.
- EA1% in Massachusetts
- Enrolled agents help with owner pay and business tax.
- CFP43% in Massachusetts
- The CFP keeps the business in the wider plan.
How do Massachusetts advisors for small business owners compare with the rest of the US?
73% of fee-only advisors for small business owners in Massachusetts charge fixed fees, compared with 52% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Massachusetts. Light bars are all US advisors for small business owners.
Does Massachusetts tax income on top of federal tax?
Yes. Massachusetts has a state income tax, so a financial plan for a Massachusetts resident should project it alongside federal tax.
What should I ask a financial advisor as a small business owner in Massachusetts?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Massachusetts tax alongside federal tax?
How current is this list of fee-only advisors for small business owners in Massachusetts?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 131 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Glenn Brown | PlanDynamic, LLC | Framingham | CFP, CRPC, MBA | Percentage of assets, Ongoing planning fee |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea | Impact Advisors Group LLC | Duxbury | CFP, EA, ChFC | Percentage of assets, Ongoing planning fee |
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Caden Buckley | Beacon Financial Planning, Inc. | Hyannis | CFP | Percentage of assets, Fixed fees |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Christopher Gauthier | Proactive Financial Solutions 360 | North Attleboro | CFP | Percentage of assets |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Alexander Weiss | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Anne Gouthro | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Anthony Corsino | Zen Financial Planning | Andover | CFP, ChFC | Percentage of assets, One-time planning fee |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Dante Coppola | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| John Napolitano | Napier Financial | Braintree | CFP, PFS | Percentage of assets, Hourly |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Hodges | Napier Financial | Braintree | CFP, CFA | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Thomas Fletcher | Napier Financial | Braintree | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Massachusetts's 131 advisors to the few who fit.
Get matched in 2 minutes