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Top Financial Advisors in Burlington, MA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Burlington, Massachusetts

If you’re searching for a financial advisor in Burlington, Massachusetts, you came to the right place. The financial experts at SmartAsset conducted hours of research to find top registered investment advisors (RIAs) in the city. Advisors at these firms have a legal fiduciary duty always to provide advice in the best interests of their clients. Alternatively, try using SmartAsset's free financial advisor matching tool to connect with advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 RPG Family Wealth Advisory RPG Family Wealth Advisory logo Find an Advisor

Read Review

$421,471,827 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of advisors
2 Affinia Financial Group Affinia Financial Group logo Find an Advisor

Read Review

$377,543,432 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
3 New England Financial Planning Group New England Financial Planning Group logo Find an Advisor

Read Review

$247,400,000 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Burlington, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

RPG Family Wealth Advisory

RPG Family Wealth Advisory doesn’t require a minimum account size to provide asset management services. So it’s no surprise that it works with both non-high-net-worth and high-net-worth clients, as well as pension and profit sharing plans, charitable organizations and businesses. 

RPG Family Wealth Advisory, which is a fee-based firm, is affiliated with third-party financial institutions. In turn, certain representatives earn sales commissions. This arrangement can pose potential conflicts of interest. However, RIAs must uphold their fiduciary duty to provide advice in the best interests of their clients. 

RPG Family Wealth Advisory Background

RPG Family Wealth Advisory was founded in 2011. It’s a wholly-owned subsidiary of Risk Paradigm Group Holdings, LLC, which explains the initials in the firm’s name. The advisory team is led by CEO and CIO David M. Gatti. He has more than 25 years of experience in portfolio management. Before joining RPG, he held a position at Twin Lights Group of Morgan Stanley Smith Barney, where he specialized in designing customized hedge fund portfolios.   

RPG Family Wealth Advisory Investment Strategy

RPG Family Wealth Advisory builds and manages portfolios tailored to the risk tolerance and goals of its clients. These portfolios may invest in such securities as equity securities, individual fixed income securities, mutual funds, exchange-traded funds (ETFs), options and limited partnerships. When analyzing individual securities like stocks, the firm engages in technical and fundamental analysis.

Affinia Financial Group

Affinia Financial Group doesn’t impose a minimum account size for investment advisory services and works with both non-high-net-worth and high-net-worth individuals. 

Some members of Affinia Financial Group are affiliated with third-party insurance companies and broker-dealers. They earn commissions, an arrangement that has the potential of affecting their recommendations. That said, these advisors must uphold their fiduciary duty of providing advice in the best interests of their clients. 

Affinia Financial Group Background

John Nadworny & Cynthia Haddad founded Affinia Financial Group in 2019 after spending nearly three decades working together in the financial advisory industry. They both currently own the firm. 

The firm provides financial planning, special needs financial planning and portfolio management services

Affinia Financial Group Investment Strategy

Affinia Financial conducts meetings with clients to understand their needs, goals and risk tolerance. This information helps advisors build diversified portfolios that are aligned with client profiles. The firm generally recommends mutual funds, exchange-traded funds (ETFs), stocks and bonds. But it would consider other securities if deemed appropriate. 

The firm generally engages in long-term investing. But it may trade securities due to market trends or changes to the client’s situation.

New England Financial Planning Group

New England Financial Planning Group (NEFPG) requires a minimum account size of $500,000 for asset management services. The firm works with both non-high-net-worth and high-net-worth individuals.

Some representatives of NEFPG are licensed insurance agents or broker-dealer representatives. These dual roles can create potential conflicts of interest, though the firm's fiduciary duty requires it to act in clients' best interests at all times.

New England Financial Planning Group Background

New England Financial Planning Group can trace its roots back to the 1980s when it was founded and registered with the SEC. Its owner is Richard Wojcik. His team offers ongoing asset management services. They can also provide advice on: 

  • Business planning
  • Tax management
  • Estate planning
  • Cash flow management
  • Retirement savings

New England Financial Planning Group Investment Strategy

Through New England Financial Planning Group, clients have access to various investment accounts offered by Raymond James Financial Services. Advisors monitor holdings in these accounts and provide ongoing management or guidance. These accounts may invest in various securities including mutual funds and exchange-traded funds (ETFs).

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.