Fee-only advisors in Massachusetts

Advisors serving Massachusetts

• Claire Berg, CFP, AEP

  Multi-generational estate and legacy planning for established households.

  AUM (fee-only) Boston, Massachusetts Northstar Heritage
  21 yrs

Firms headquartered in Massachusetts

• Northstar Heritage

  Multi-generational fee-only firm focused on estate and legacy planning for established households.

  16 advisors

Metros tracked

• Boston

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.