Best Financial Advisors in Waltham

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Waltham Financial Landscape

Waltham's economy thrives on technology, education, and healthcare sectors. The city is home to numerous startups and established firms, driving growth.

Major industries
Technology, Education, Healthcare
Population
62.2K (metro: 1.5M)
Median household income
$89,000
Unique needs
Waltham requires tailored financial advice due to its diverse economic landscape and high cost of living.
Market Insights
Economic Growth
According to BEA (2023), Waltham's economy grew by 3.5% last year, driven by tech and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Waltham stands at $89,000, reflecting a well-educated workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Waltham increasingly specialize in tech and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Waltham's cost of living is 15% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Waltham's real estate market shows a 10% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Waltham's business climate is favorable, with a growing number of startups and established firms in tech and healthcare.

Top 5 Financial Advisors in Waltham

Pension & Wealth Management Advisors
★ ★ ★ ★ ★ 5
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Boston Retirement Group
★ ★ ★ ★ ★ 5
Apex Wealth Group
★ ★ ★ ★ ★ 5
Integrated Partners
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Waltham, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Waltham-Specific Expertise
For Waltham residents working in Technology, Education, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Waltham's tech sector concentration poses risks; housing market volatility may indicate a bubble. Prepare for flooding and diversify investments across sectors.

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Find Financial Advisors in Nearby Cities

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