Finance Consultants in Boston to Watch for in 2025

Boston Finance Strategists to Know in 2025

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.

Susan Dahl

levatuswealth.com | LinkedIn

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

bradleyclark.com | LinkedIn

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.

💡 Bradley’s key strengths:

• 🔍 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.

Enrique Perez

missionparkcapital.com | LinkedIn

A Harvard alum and entrepreneur, Enrique Perez is the founder of Mission Park Capital, a firm focused on impact investing and closing the wealth gap for marginalized communities.

💡 What makes Enrique different:

• 🌍 Emphasizes social impact alongside returns
• 🧑‍💻 Works with founders, creatives, and social change leaders
• 🧩 Blends VC-style thinking with long-term wealth building
• 🤝 Offers financial coaching in both English and Spanish
• 🎯 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.

Jeremy Bohne

pacelinewealth.com | LinkedIn

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 belongs on this list:

• 📈 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

lyonfp.com | LinkedIn

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.

💡 Jay’s edge:

• 📉 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 is the founder of Curious Crow Financial Planning, a values-focused firm for millennials, creatives, and neurodiverse clients.

💡 What makes Ashley remarkable:

• 🌈 Strong emphasis on inclusive and neurodivergent-friendly planning
• 🎨 Works with artists, creatives, and freelancers
• 🧠 Offers trauma-informed and LGBTQIA+ affirming financial services
• 📱 Digital-first with asynchronous options for overwhelmed clients
• 💖 Prioritizes emotional safety as part of the financial journey

Ashley is reshaping what a safe, welcoming, and thoughtful planning experience looks like.

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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