# Financial advisors for sustainable investing in Massachusetts > For sustainable investing in Massachusetts, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Lauren Overzet of Civic Financial, Steven Dray of Zevin Asset Management and Debra Neiman of Neiman & Associates Financial Services. Page: https://find.wellspent.co/specialties/sustainable-investing/massachusetts/ 32 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about sustainable investing in Massachusetts? For sustainable investing in Massachusetts, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Lauren Overzet of Civic Financial, Steven Dray of Zevin Asset Management and Debra Neiman of Neiman & Associates Financial Services. - [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet/), Civic Financial, Boston. Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Steven Dray](https://find.wellspent.co/advisors/steven-dray/), Zevin Asset Management, Boston. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman/), Neiman & Associates Financial Services, Watertown. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Phuong Luong](https://find.wellspent.co/advisors/phuong-luong/), Just Wealth, Pittsfield. Holds the CFP. Fees on file: percentage of assets. - [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz/), AndersonLane Associates, Needham. Holds the CFP. Fees on file: percentage of assets. - [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi/), Wealthmind Financial Planning LLC, Cambridge. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Massachusetts work on sustainable investing? The Wellspent public graph lists 32 fee-only advisors for sustainable investing in Massachusetts, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Massachusetts located? Of the 32 fee-only advisors for sustainable investing in Massachusetts, 8 are in Boston, followed by 4 in Bedford and 3 in Holden. ## How do fee-only advisors for sustainable investing in Massachusetts charge? The most common fee among fee-only advisors for sustainable investing in Massachusetts is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 50% charge by the hour and 44% charge fixed fees. ## 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Massachusetts, 53% of the 32 advisors listed hold the CFP. - CFA (19% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (53% of advisors listed): The CFP keeps your values tied to your goals. ## How do Massachusetts advisors for sustainable investing compare with the rest of the US? 53% of fee-only advisors for sustainable investing in Massachusetts hold the CFP, compared with 39% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Massachusetts? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, Hourly | | [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees | | [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee | | [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets | | [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman.md) | Neiman & Associates Financial Services | Watertown, Massachusetts | CFP | Percentage of assets, One-time planning fee | | [Donald Sienkiewicz](https://find.wellspent.co/advisors/donald-sienkiewicz.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Eva Howland](https://find.wellspent.co/advisors/eva-howland.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Prunier](https://find.wellspent.co/advisors/jeffrey-prunier.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [John Wanvig](https://find.wellspent.co/advisors/john-wanvig.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Lachowitz](https://find.wellspent.co/advisors/jonathan-lachowitz.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Roberta Tondo](https://find.wellspent.co/advisors/roberta-tondo.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Grunbeck](https://find.wellspent.co/advisors/thomas-grunbeck.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Casey Fitchett](https://find.wellspent.co/advisors/casey-fitchett.md) | Pine Haven Investment Counsel | Fairhaven, Massachusetts | CFP | Percentage of assets | | [Matthew Slaney](https://find.wellspent.co/advisors/matthew-slaney.md) | FinArc Investments | Norwood, Massachusetts | CFA | Percentage of assets | | [Nancy Von Stackelberg](https://find.wellspent.co/advisors/nancy-von-stackelberg.md) | Radius Wealth Management | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Phuong Luong](https://find.wellspent.co/advisors/phuong-luong.md) | Just Wealth | Pittsfield, Massachusetts | CFP | Percentage of assets | | [Beck Ringle](https://find.wellspent.co/advisors/beck-ringle.md) | Chicory Wealth | South Deerfield, Massachusetts | CFP | Percentage of assets, Fixed fees | | [Michael Stern](https://find.wellspent.co/advisors/michael-stern.md) | Arlington Investment Advisors | Arlington, Massachusetts | | Percentage of assets, One-time planning fee | | [Steven Dray](https://find.wellspent.co/advisors/steven-dray.md) | Zevin Asset Management | Boston, Massachusetts | CFP, CFA | Percentage of assets, Hourly | | [Amy Mastromonaco](https://find.wellspent.co/advisors/amy-mastromonaco.md) | Flying Point Financial | North Andover, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Charles Von Stackelberg](https://find.wellspent.co/advisors/charles-von-stackelberg.md) | Radius Wealth Management | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees | | [John Choe](https://find.wellspent.co/advisors/john-choe.md) | FinArc Investments | Norwood, Massachusetts | | Percentage of assets | | [Kevin Kennedy](https://find.wellspent.co/advisors/kevin-kennedy.md) | Flying Point Financial | North Andover, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Paige Roth](https://find.wellspent.co/advisors/paige-roth.md) | Pine Haven Investment Counsel | Fairhaven, Massachusetts | CFA | Percentage of assets | | [Rylee Felice](https://find.wellspent.co/advisors/rylee-felice.md) | White Lighthouse Investment Management | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Catherine Faddis](https://find.wellspent.co/advisors/catherine-faddis.md) | Zevin Asset Management | Boston, Massachusetts | CFA | Percentage of assets, Hourly | | [Karl Fries](https://find.wellspent.co/advisors/karl-fries.md) | Arjuna Capital | Manchester-By-The-Sea, Massachusetts | CFA | Percentage of assets, Performance-based fees | | [Christopher Harris](https://find.wellspent.co/advisors/christopher-harris.md) | Zevin Asset Management | Boston, Massachusetts | | Percentage of assets, Hourly | | [Christopher Kondracki](https://find.wellspent.co/advisors/christopher-kondracki.md) | Kondracki Advisory | Hingham, Massachusetts | | Percentage of assets | | [Jane Li](https://find.wellspent.co/advisors/jane-li.md) | Zevin Asset Management | Boston, Massachusetts | | Percentage of assets, Hourly | | [Natasha Lamb](https://find.wellspent.co/advisors/natasha-lamb.md) | Arjuna Capital | Manchester, Massachusetts | | Percentage of assets, Performance-based fees | ## Related - [Retirement planning in Massachusetts](https://find.wellspent.co/specialties/retirement-planning/massachusetts.md) - [Estate planning in Massachusetts](https://find.wellspent.co/specialties/estate-planning/massachusetts.md) - [Family wealth transfer in Massachusetts](https://find.wellspent.co/specialties/family-wealth-transfer/massachusetts.md) - [Tax planning in Massachusetts](https://find.wellspent.co/specialties/tax-planning/massachusetts.md) - [Founders in Massachusetts](https://find.wellspent.co/specialties/founders-pre-exit/massachusetts.md) - [Small business owners in Massachusetts](https://find.wellspent.co/specialties/small-business-owners/massachusetts.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).