Best Financial Advisors in Weymouth Town

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
4.9/5.0
Average Rating

Weymouth Town Financial Landscape

Weymouth Town boasts a stable economy supported by healthcare, retail, and education sectors. The town's proximity to Boston enhances its economic prospects.

Major industries
Healthcare, Retail, Education
Population
55.4K (metro: 554.2K)
Median household income
$83,000
Unique needs
Weymouth requires a focus on sustainable growth and infrastructure improvements to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Weymouth's economy has shown resilience with a growth rate of 2.5% in the past year, driven by healthcare and retail expansions.
Wealth Demographics
According to Census (2023), the median income in Weymouth is $83,000, reflecting a stable middle-class demographic with potential for growth.
Advisor Specializations
Based on BLS (2023), financial advisors in Weymouth are increasingly specializing in retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Weymouth's cost of living is approximately 15% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in Weymouth is competitive, with home values rising 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Weymouth's business climate is favorable, with a supportive local government and access to Boston's economic resources.

Top 5 Financial Advisors in Weymouth Town

Harper Financial Associates, LLC
★ ★ ★ ★ ★ 5
Lowrey Financial Group
★ ★ ★ ★ ★ 5
Merrill Lynch Financial Advisor Christopher Fahey
★ ★ ★ ★ ★ 5
Sebastian Gonzalez - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
LRVS Advisory Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Weymouth Town, 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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Weymouth Town-Specific Expertise
For Weymouth Town residents working in Healthcare, Retail, Education, 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
Weymouth's retail and healthcare sectors face economic shifts; housing market volatility and flooding risks necessitate diversification and strategic planning.

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Find Financial Advisors in Nearby Cities

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