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Best Financial Advisors in Boston
Boston Area Financial Planners
The Boston-Cambridge-Newton metro area has long been recognized as a hub of innovation, academia, and financial expertise. Home to world-class universities, thriving biotech and tech sectors, and a dynamic professional community, it’s no surprise that financial advisors and planners here play a crucial role in shaping financial futures. From retirement readiness to investment strategies and wealth preservation, these professionals bring deep expertise to individuals, families, and businesses navigating today’s complex financial environment.
At Digital Reference, our mission is to shine a spotlight on top local talent. We’ve developed a rigorous research and evaluation process to select advisors who combine technical skill with client-focused care. To learn more about how we connect businesses and individuals with outstanding professionals, visit our About page and explore our insights on leadership and professional growth.
Methodology: How We Chose These Boston-Based Financial Advisors
🔎 Research-driven: Verified advanced credentials such as CFP®, CFA, and ChFC®, along with documented experience across wealth management disciplines.
📊 Client-reviewed: Considered testimonials, case studies, and patterns of client success that demonstrate long-term impact.
🏆 Industry-recognition: Recognized advisors with speaking engagements, published work, and leadership in the profession.
🏢 Location-based: Focused on advisors deeply connected to Boston’s economic landscape, from academic hubs to corporate sectors.
The advisors featured here represent the best of Boston’s financial planning community—combining technical knowledge with the city’s trademark spirit of innovation and resilience.
🌟 Meet the Financial Advisors Making an Impact in Boston
♦️ Tom Duffy
Director, Private Markets at TIFF Investment Management
Tom Duffy combines his CFA and CFP® credentials to offer a rare blend of investment analysis and holistic financial planning. His background includes years of experience advising high-net-worth individuals on portfolio construction, risk management, and multi-generational wealth. Clients value his ability to simplify complex investment strategies and align them with personal goals.
Why Tom stands out
✨ Expertise in both portfolio management and financial planning
🔹 Strong focus on risk-adjusted investment strategies
📌 Trusted partner for high-net-worth clients
♦️ Dan Enos, Jr.
Financial Advisor at Spencer Financial, LLC
Dan Enos, Jr. has built his career around guiding families and individuals toward lasting financial security. With his CFP® credential, he is recognized for delivering thoughtful, personalized advice across retirement, investment, and tax-efficient strategies. His approach is both analytical and personable, giving clients confidence in their long-term financial outlook.
Why Dan stands out
✨ Skilled in holistic financial planning
🔹 Dedicated to client-centric strategies
📌 Proven expertise in retirement and tax optimization
♦️ Thomas Fisher
Principal at Fisher Financial Strategies
Thomas Fisher has a long-standing career in financial planning, dedicated to empowering clients through informed decisions. With the CFP® designation, he has demonstrated mastery of financial planning frameworks. He is passionate about providing strategies that blend disciplined investing with values-driven advice.
Why Thomas stands out
✨ Seasoned career in client-focused planning
🔹 Specializes in values-based investing
📌 Trusted for disciplined financial strategies
♦️ David Prothero
CPA, CFP, Owner
David Prothero’s career reflects a strong foundation in both accounting and financial planning. With his CPA background, he brings a tax-aware perspective to wealth management. Clients value his ability to integrate financial and tax strategies for optimized outcomes.
Why David stands out
✨ Unique blend of financial planning and tax knowledge
🔹 Skilled in integrated planning solutions
📌 Trusted for holistic wealth guidance
♦️ Chris Chen
Owner / Wealth Strategist at Insight Financial Strategists LLC
Chris Chen specializes in comprehensive financial planning with a focus on divorce financial analysis as a CDFA®. His background includes years of helping clients navigate transitions with clear, objective advice. He is known for his ability to combine empathy with technical skill.
Why Chris stands out
✨ Unique expertise in divorce financial planning
🔹 Skilled in transition planning
📌 Trusted for empathetic, informed advice
♦️ Leigh Bivings
Partner, Managing Director at Beacon Pointe Advisors
Leigh Bivings brings an academic background with a Ph.D. alongside her CFP® and CDFA® credentials. She has dedicated her career to combining rigorous analysis with personalized planning for families and professionals. She is respected for her leadership and thoughtfulness in the field.
Why Leigh stands out
✨ Strong academic and professional foundation
🔹 Expertise in family and divorce financial planning
📌 Recognized for leadership in financial advice
♦️ Eric Roberge
Founder and Financial Advisor at Beyond Your Hammock
Eric Roberge is a nationally recognized CFP® professional who works with clients to create intentional, goal-driven financial plans. His career includes high visibility in thought leadership and industry innovation. He is admired for his forward-thinking approach and dedication to financial independence
Why Eric stands out
✨ Nationally recognized thought leader
🔹 Forward-thinking, goal-driven planning
📌 Advocate for intentional financial independence
Where Financial Expertise Fuels Community Growth
The Boston-Cambridge-Newton financial advisory community is defined not only by technical excellence but also by a deep commitment to serving individuals, families, and businesses with integrity and foresight. These professionals bring together diverse specialties—from retirement planning and tax strategies to investment management and wealth preservation—ensuring clients receive guidance that is both strategic and highly personal. Their ability to translate complex financial concepts into clear, actionable plans empowers people across the region to pursue their goals with confidence.
What makes this community stand out is its balance of academic rigor, innovative thinking, and human-centered service. In a region known for its world-class institutions, entrepreneurial spirit, and rich history, Boston’s financial advisors play a vital role in driving long-term prosperity and resilience. By prioritizing transparency and trust, they help create financial stability that strengthens both households and local businesses alike. Explore more here:
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At Digital Reference, our mission is to highlight professionals who embody this kind of excellence while making it easier for individuals and organizations to connect with the right expertise. If you’re ready to explore further, we invite you to browse our additional resources for deeper insights, practical tools, and more profiles of trusted advisors who are shaping financial futures across the country.
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