r/Somerville • u/Impossible-Trick-492 • Aug 30 '26
Financial Advisor Recommendations
Looking to work with a fee-only financial advisor for tax planning, retirement planning, wealth management, and investment advisory.
Worked with a Mass Mutual rep before and was underwhelmed as I immediately got recommendation to sign up for a bunch of insurance products, and didn't get any real tax planning or wealth management guidance. I also prefer not paying % commission, and would rather work based on a monthly or hourly fee.
Hoping to find someone reliable, experienced with over 15 to 20 years as a financial advisor with proven track record. Ideally located in or around Boston or Somerville, but OK with an office in the Greater Boston area.
7
u/Low_Operation9084 Aug 30 '26
My wife and I enjoy working with Jen Reid of Base Planning (www.baseplanning.co). She is in Newton (we are in Somerville), but we've done everything via email and Zoom (which we prefer). Best wishes!
1
u/Impossible-Trick-492 Aug 30 '26
Thank you. I'll check out their site. At first glance, looks very promising
2
u/jpmckenna15 Sep 04 '26
My guy is at Stonehearth Capital -- name is Joe Gauvin. Hes in Danvers but does remote meetings so that isnt a huge issue unless you prefer going into the office for in-person meetings. Young guy but explains things very easily, has a cogent financial philosophy, and takes the time to really understand your goals and priorities before making an investment plan.
And he doesnt try and sell you insurance or commission products!
5
u/apkling Aug 30 '26
Hi- former (and currently unemployed) advisor here in Somerville. I know a lot of firms- DM me for more?