Find 2 Recommended Local Financial Advisors in Cambridge, MA

Peabody River Asset Management provides discretionary investment management and financial planning services for individuals and families in Massachusetts and California. The firm specializes in endowment management for nonprofits and offers investment consulting services. As a fiduciary, it prioritizes low-cost strategies, tax efficiency, and comprehensive portfolio oversight while avoiding high-fee products.

Sensible Financial Planning provides fiduciary financial advisory services specializing in retirement planning, portfolio management, and comprehensive financial guidance. Our firm develops personalized strategies that align with clients' life goals while maintaining transparent pricing and avoiding conflicts of interest. We serve clients through both in-person and virtual consultations across multiple locations.