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Find Retirement Advisors for Retirement Planning in Burlington, Massachusetts

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Burlington, Massachusetts

Last Updated - April 25, 2025

Burlington has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Burlington, Massachusetts have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Burlington, Massachusetts

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Top 7 Retirement Planning firms in Burlington, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2400 District Avenue, Suite 420
Burlington, MA, 01803
$877,378,158712
A percentage of AUM, Other (CARRIED INTEREST)
2

25 Burlington Mall Road, Suite 404
Burlington, MA, 01803
$492,260,30153324
A percentage of AUM, Hourly charges, Fixed fees
3

200 Summit Drive, Suite 210
Burlington, MA, 01803
$331,262,984159
A percentage of AUM, Performance Based
4

20 Burlington Mall Road, Suite 420
Burlington, MA, 01803-4121
$233,200,000513
A percentage of AUM, Performance Based
5

69 Winn Street,
Burlington, MA, 01803
$226,887,1047096
A percentage of AUM, Hourly charges, Fixed fees
6

10 Mall Road, Suite 301
Burlington, MA, 01803-4131
$113,877,2413643
A percentage of AUM, Fixed fees
7

25 Burlington Mall Road, Suite 404
Burlington, MA, 01803
$99,494,3974447
A percentage of AUM

Information on Top Retirement Planning firms in Burlington, Massachusetts

QualificationsFirm CRD# 284801

Assets Under Management $877,378,158

No. Of Clients7

Clients Per Financial Advisor1

FOLIUM CAPITAL LP is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $877M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 158528

Assets Under Management $492,260,301

No. Of Clients533

Clients Per Financial Advisor22

RPG FAMILY WEALTH ADVISORY, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $492M assets under management, the firm specializes in crafting personalized retirement planning solutions for 533 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 160505

Assets Under Management $331,262,984

No. Of Clients15

Clients Per Financial Advisor2

ALCION VENTURES, L.P. is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 166087

Assets Under Management $233,200,000

No. Of Clients5

Clients Per Financial Advisor0

ARCADIA FUNDS is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 105254

Assets Under Management $226,887,104

No. Of Clients709

Clients Per Financial Advisor118

NEFPG is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 709 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 140967

Assets Under Management $113,877,241

No. Of Clients364

Clients Per Financial Advisor121

CORNERSTONE FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 155870

Assets Under Management $99,494,397

No. Of Clients444

Clients Per Financial Advisor63

RISK PARADIGM GROUP, LLC is a financial advisory firm situated in Burlington, Massachusetts. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

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