Financial Advisor in Burlington
 
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Financial Advisors in Burlington, Massachusetts

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Burlington area.

Talk with a Financial Advisor in Burlington

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Brian Amper

Director, Financial Planning

CFP®

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Jared Rubin

Director, Financial Planning

CFP®

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Jonathan Merrigan

Director, Financial Planning

CFP®

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Kevin Yorkey

Director, Financial Planning

CFA®

Marcelle Belisle

Director, Financial Planning

CFP®, CRPC®

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Mike Trainor

Director, Financial Planning

CFP®

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Steve Freedman

Director, Financial Planning

CFP®

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More Locations

Newton

Foxboro

Address

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Phone Number

888-PLAN-RIC

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