Other Advisors

Listed below are fee-only financial planners who responded to my request for advisors who are willing to take on new clients. This is not an endorsement of any individuals listed. Although I know many of them, I have not reviewed their services, evaluated their skills or tried to determine which advisor would work best with any client.  I leave that evaluation to you as the client. All are members of NAPFA and have the right to use the CFP® certification. When you click on the name of the advisor, you will be taken to the profile each submitted in response to my request. When you choose a new advisor, I would appreciate it if you would email me with your decision. 

Phuong Luong, CFP® - Just Wealth Planning, LLC Cambridge MA

Wendy Marsden, CFP® - ProsperiTea Planning, Greenfield MA

Russ Weiss, CFP® - Marshall Financial Group, Doylestown PA

Rick Miller, CFP® - Sensible Financial Management, Waltham, MA

Susan Brown, CFP® - Sound View Financial Advisors LLC, Walpole MA

Philip Lee, CFP® - Financially in Tune LLC, Wakefield MA

Ken Hoyt, CFP® - Perennial Advisors Group, Westford MA 

Alan Dossett, CFP® - Waypoint Financial Planning LLC, Westboro, MA

Tom Fisher, CFP® - Fisher Financial Strategies, Cambridge MA

Quentara Costa, CFP® - Powwow,LLC - North Andover, MA


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