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Best Finance Consultants in Boston
Boston's Best Finance Consultants
Boston isn’t just America’s college town or a hub for biotech—it’s also a powerhouse for financial innovation, generational wealth strategy, and mission-driven advising. Whether you’re a startup founder in Cambridge, a family preparing for college tuition, or a high-net-worth individual diversifying your portfolio, the Greater Boston Area has finance consultants with sharp insights and even sharper ethics.
This list features finance professionals working across the Boston-Cambridge-Newton, MA-NH metro area, selected because they’re reshaping the future of advising through inclusive models, niche expertise, and digital-first strategies.
Finance Consulting Services Methodology: How We Picked These Powerhouses
At Digital Reference, we don’t just Google "top consultants" and call it a day. Our research process includes:
- Thorough reviews of LinkedIn profiles and company websites
- Evaluation of unique business models and client service offerings
- Assessment of niche specialization, such as equity compensation, socially responsible investing, or founder finance
- Consideration of accessibility, transparency, and digital innovation
We also prioritize professionals who align with our values: financial empowerment, cultural competence, and tech-forward solutions. If you're looking for deeper guidance on choosing your financial guide, see our How to Hire Financial Consultants or explore our overview on how to choose the best professional for you.
Meet the Leading Finance Consultants in Boston
Enrique Perez
missionparkcapital.com | LinkedIn
Enrique Perez is the founder of Mission Park Capital, a firm focused on educating and partnering with clients to provide personalized advice and closing the wealth gap for marginalized communities.
💡 Why Enrique stands out:
🧠 Background in behavioral economics, with a passion for simplicity and truth-telling
⚖️ Using his Yale MBA, balances being rational with a spreadsheet while recognizing the emotional connection to money
🧑💻 Works with all walks of life, including first-gen clients (like himself), in a judgement-free environment
🧩 Blends mental models thinking with long-term wealth building
🤝 Offers a fee-only service model which includes a flat service fee for clients with <$1 million in assets.
🎯 Uses a goal-based framework tied to client values
Enrique is the go-to for anyone building wealth while also trying to build a better world.
Susan Dahl
With over 25 years of experience in finance, Susan Dahl is a name to know in Boston wealth planning. As the founder and CEO of Levatus Wealth, she brings a deeply personal, boutique-style touch to executive and family wealth management.
💡 Why Susan stands out:
🌟 Focuses on life transitions, especially for executives and widowed or divorced women
📊 Integrates behavioral finance principles into traditional planning
🧭 Known for her empathy-driven model and personalized approach
📚 Background in investment management and women-centric advising
🤝 Deep experience working with complex family wealth structures
Susan blends technical sophistication with emotional intelligence—a rare and valuable combination in the advisory space.
Bradley Clark
Bradley Clark of Clark Asset Management is a fee-only CFP® who has built his name around clarity and confidence. Known for his plainspoken advice, he focuses on helping pre-retirees and recent retirees make sense of the retirement transition.
💡 Why Bradley stands out:
🔍 Specializes in Social Security, pensions, and retirement income strategies
📢 Public speaker and author of "What’s the Deal with Retirement Planning?"
📱 Provides modern, digital access for ongoing support
🧠 Background in behavioral economics, with a passion for simplicity and truth-telling
Bradley is the voice you want in the room when life pivots from accumulation to decumulation.
Jeremy Bohne
Founder of Paceline Wealth Management, Jeremy Bohne, stands out for his work with high-performing professionals and his unique brand of financial accountability coaching.
💡 Why Jeremy stnads out:
📈 Integrates performance coaching into wealth advising
📚 Specializes in serving tech and finance professionals
🧠 Former investment strategist turned entrepreneur
🧰 Combines mindset development with investment strategy
🌐 Offers virtual-first services across the U.S.
Jeremy brings clarity and drive to financial conversations—especially for high-ambition clients.
Jay Abolofia
Jay Abolofia is a CFP® and Ph.D. economist, a rare mix that fuels his practice at Lyon Financial Planning. He offers fee-only, hourly planning with a highly accessible style.
💡 Why Jay stands out:
📉 Clear, nerdy, data-driven financial advice
🧪 Ph.D. in economics fuels analytical precision
🧭 Works with clients from all backgrounds, no asset minimums
💬 Thought leader in simplifying personal finance language
🧘 Focuses on financial wellness and low-stress planning
Jay is for the planners who want substance, not sales.
Ashley Rittershaus
curiouscrowfinancial.com | LinkedIn
Quirky name, serious credentials. Ashley Rittershaus, CFP®, is the founder of Curious Crow Financial Planning, an advice-only, fee-only firm focused on helping clients feel confident managing their money and building lives aligned with their goals.
💡 Why Ashley stands out:
📘 Fee-only, advice-only comprehensive financial planning
🎯 Focused on helping clients pursue flexibility, career changes, early retirement, sabbaticals, and entrepreneurial goals
💬 Deep commitment to financial literacy and client empowerment
🌱 Encourages long-term confidence and independence in money management
🤝 Welcomes anyone curious about personal finance to start with a free intro conversation
Ashley is redefining financial planning as a collaborative, confidence-building process — helping clients take control of their finances so they can design lives they’re genuinely excited about.
Boston’s Financial Future: Bold, Brainy, and Personal
The Boston finance world is no longer just about suits and spreadsheets. These consultants bring a refreshing level of personalization, inclusion, and transparency to the industry, without compromising expertise.
Whether you’re seeking a coach, a planner, a strategist, or a sounding board, this list includes someone who matches your needs and values.
Looking for more resources? Check out our other rising consultant!:
- Finance Consultants in NYC to Watch
- Finance Consultants in Houston to Watch
- Finance Consultants in San Francisco to Watch
At Digital Reference, we believe finding the right consultant isn’t about credentials alone—it’s about fit, vision, and communication. Our mission is to help you discover advisors who don’t just know the markets—they know you.
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