Financial advisors for sustainable investing in Massachusetts
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lauren Overzet Civic Financial, Boston Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee.
- Steven Dray Zevin Asset Management, Boston Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Debra Neiman Neiman & Associates Financial Services, Watertown Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Phuong Luong Just Wealth, Pittsfield Holds the CFP. Fees on file: percentage of assets.
- Scott Swartz AndersonLane Associates, Needham Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 13 in other cities.
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.
- CFA19% in Massachusetts
- The CFA helps with evaluating funds and their holdings.
- CFP53% in Massachusetts
- 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.
Dark bars are Massachusetts. Light bars are all US advisors for sustainable investing.
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.
All 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Annie McQuilken | Forever Financial Advisors, LLC | Worcester | CFP, CFT-I, MS | Percentage of assets, Hourly |
| 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 |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Debra Neiman | Neiman & Associates Financial Services | Watertown | CFP | Percentage of assets, One-time planning fee |
| Donald Sienkiewicz | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jeffrey Prunier | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Thomas Grunbeck | J. R. Prunier Capital Management | Holden | CFP | Percentage of assets, Fixed fees |
| Casey Fitchett | Pine Haven Investment Counsel | Fairhaven | CFP | Percentage of assets |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Nancy Von Stackelberg | Radius Wealth Management | Boston | CFP | Percentage of assets, Hourly |
| Phuong Luong | Just Wealth | Pittsfield | CFP | Percentage of assets |
| Beck Ringle | Chicory Wealth | South Deerfield | CFP | Percentage of assets, Fixed fees |
| Michael Stern | Arlington Investment Advisors | Arlington | Not listed | Percentage of assets, One-time planning fee |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Amy Mastromonaco | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Charles Von Stackelberg | Radius Wealth Management | Boston | ChFC | Percentage of assets, Hourly |
| John Choe | FinArc Investments | Norwood | Not listed | Percentage of assets |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| Karl Fries | Arjuna Capital | Manchester-By-The-Sea | CFA | Percentage of assets, Performance-based fees |
| Christopher Harris | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Kondracki | Kondracki Advisory | Hingham | Not listed | Percentage of assets |
| Jane Li | Zevin Asset Management | Boston | Not listed | Percentage of assets, Hourly |
| Natasha Lamb | Arjuna Capital | Manchester | Not listed | Percentage of assets, Performance-based fees |
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