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Financial Planners in Maynard, MA: 2026 rankings

345 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Maynard: Markham Group, Inc., RFA Score 73/100; 5.0★ from 153 Google reviews.

  2. 4

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 345 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

345 Maynard financial planners are ranked here by RFA Score, from eight published factors. 92 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.5★ across 345 rated firms.

Top 10 financial planners in Maynard at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Maynard at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Markham Group, Inc.735.0★ (153)Leominster, 11 mi away—Top score
2Balance Wealth Advisors725.0★ (143)Wellesley, 12 mi away——
3Turner & Costa, P.C.694.8★ (73)Westford, 9 mi away——
4Bank of America Financial Center694.3★ (483)Everett, 20 mi awaySatMost reviews
5Constellation Financial694.9★ (35)Acton, 2 mi away——
6McAdam Financial694.9★ (120)Boston, 21 mi away——
7Oliver Capital Management685.0★ (31)Concord, 4 mi awaySat · Sun · Evenings—
8Total Financial Freedom LLC685.0★ (112)Winthrop, 24 mi awayEvenings—
9Morton Financial Advice685.0★ (35)Canton, 8 mi away——
10Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (45)Waltham, 13 mi away——

All 345 financial planners in Maynard, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Maynard

    #1 Markham Group, Inc.

    Based in Leominster, 11 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 Central Ave #2, Ayer, MA 01432
    View profile for Markham Group, Inc.(978) 772-0800

  3. #3 Turner & Costa, P.C.

    Based in Westford, 9 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 73 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    190 Littleton Rd, Westford, MA 01886
    View profile for Turner & Costa, P.C.(978) 692-3291

  6. #6 McAdam Financial

    Based in Boston, 21 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  12. #12 SHP Financial

    Based in Woburn, 15 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Tradecenter Dr Ste 7810, Woburn, MA 01801
    View profile for SHP Financial(508) 746-2400

  14. #14 Alpha Taxes

    Based in Medford, 18 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    394 Main St, Medford, MA 02155
    View profile for Alpha Taxes(781) 393-0101

  15. #15 Acacia Insurance, Inc.

    Based in Waltham, 10 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.8★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 38 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    200 5th Ave Ste 4010, Waltham, MA 02451
    View profile for Acacia Insurance, Inc.(508) 653-1600

  17. #17 Spano Dawicki & Witt

    Based in Saugus, 22 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    605 Broadway 2nd Floor, Saugus, MA 01906
    View profile for Spano Dawicki & Witt(781) 231-7800

  19. #19 Boston Retirement Group

    Based in Waltham, 11 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    130 Turner St Bldg 3 Suite 620, Waltham, MA 02453
    View profile for Boston Retirement Group(617) 362-0155

  20. #20 Savant Wealth Management

    Based in Westwood, 18 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Lowder Brook Dr Ste 1000, Westwood, MA 02090
    View profile for Savant Wealth Management(781) 255-0214

  21. #21 Tax Express Group

    Based in Worcester, 21 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 69 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun 12 PM–6 PM
    Address
    166 Lincoln St, Worcester, MA 01605
    View profile for Tax Express Group(508) 853-2767

  22. #22 Beacon Pointe Advisors

    Based in Boston, 12 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    134 Rumford Ave #203, Auburndale, MA 02466
    View profile for Beacon Pointe Advisors(617) 630-4978

  23. #23 Trust Bookkeeping

    Based in Mansfield, 25 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Trust Bookkeeping(508) 718-8437

  24. #24 The Clifford Group LLC

    Based in Wayland, 9 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    321 Commonwealth Rd #103, Wayland, MA 01778
    View profile for The Clifford Group LLC(617) 600-2083

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 345 ranked financial planners here; the rest are on their profiles.

financial planners in Maynard, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Shervin Sadr - Financial Planner655.0★ (50)21 mi
27Carr Financial Group | Financial Planning | Wealth Management655.0★ (49)21 mi
28Josh Andreasen - Edelman Financial Engines655.0★ (29)13 mi
29Beacon Pointe Advisors654.8★ (26)10 mi
30UMassFive College Federal Credit Union654.4★ (84)19 mi
31Stephen Freedman - Edelman Financial Engines655.0★ (26)13 mi
32First Command Financial Advisor - Dan Ferris655.0★ (24)13 mi
33Salem Five Bank654.6★ (17)5 mi
34Bank of America (with Drive-thru ATM)654.1★ (171)22 mi
35Stoddard Financial, LLC655.0★ (33)18 mi
36MapleRock Wealth Management - Ameriprise Financial Services, LLC645.0★ (23)14 mi
37Raymond James Restoration, Inc.644.2★ (108)21 mi
38Sentinel Group644.1★ (113)19 mi
39Salem Five Bank644.6★ (39)17 mi
40Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (26)16 mi
41Law Offices of David M. Lunny644.8★ (43)21 mi
42Bank of America Financial Center644.0★ (146)21 mi
43Coromandel Wealth Strategies644.9★ (20)12 mi
44OpenRoad Wealth Advisors645.0★ (35)22 mi
45Balanced Rock Investment Advisors645.0★ (29)19 mi
46Meenes Wealth Partners645.0★ (21)15 mi
47David J. Prothero, CPA, P.C.644.9★ (15)10 mi
48Beyond Your Hammock644.9★ (33)21 mi
49Bank of America (with Drive-thru ATM)644.3★ (91)24 mi
50Salem Five Bank644.3★ (42)16 mi

Also serving Maynard

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Maynard
BusinessGoogle ratingDistance
Ameriprise Financial: Winter K5.0★ (2)9 mi
Argent Wealth Management, LLC4.0★ (2)10 mi
Armstrong Advisory Group5.0★ (2)14 mi
Beacon Pointe Advisors5.0★ (2)12 mi
Bickling Financial Services5.0★ (2)11 mi
Bortolussi Wealth Mangement, Inc.5.0★ (2)10 mi
Connor Demore - Nohelty Asset Management5.0★ (2)15 mi
Eastern Bank3.5★ (2)9 mi
Edward Jones - Financial Advisor: Tristan Bezzant, CEPA®|CRPC™In Maynard
Financial Compass Group LLC3.0★ (2)13 mi
Financial Foundations5.0★ (2)12 mi
Garth Fondo - Ameriprise Financial Services5.0★ (2)15 mi
Hightower Signature Wealth Financial Advisors - Lexington5.0★ (2)11 mi
Johnson Brunetti3.0★ (2)15 mi
Merrill Lynch Financial Advisor Carl Cafaro2.5★ (2)14 mi
NorthStar Capital ManagementIn Maynard
Parkway Wealth Management5.0★ (2)18 mi
Senes & Chwalek Financial Advisors5.0★ (2)3 mi
Strategic Planning Group3.0★ (2)12 mi
tony marken5.0★ (2)10 mi

How we ranked Maynard financial planners

We scored 345 Maynard financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Maynard data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Maynard: frequently asked questions

Which financial planner has the highest RFA Score in Maynard?

By RFA Score, the highest-ranked financial planner in Maynard, MA is Markham Group, Inc. with an RFA Score of 73/100. It has 5.0★ from 153 Google reviews. Balance Wealth Advisors (#2) and Turner & Costa, P.C. (#3) follow. We ranked 345 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Maynard?

RankedFinancialAdvisors ranks 345 financial planners serving Maynard, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Maynard work on weekends?

92 of 345 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#4), Oliver Capital Management (#7) and Bank of America (with Drive-thru ATM) (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Maynard financial planners have?

The median Google rating among 345 rated financial planners in Maynard is 4.5★, with a median of 15 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Maynard count in this ranking?

Yes, if they are within 25 mi of the Maynard city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Maynard ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Maynard a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Maynard

  1. November 2026: RFA Scores recalculated for 345 financial planners serving Maynard.
  2. November 2026: 4 duplicate listings merged.

More financial planners and Maynard pages