Financial Advisors in Waltham, MA
built around your life, your goals, and what matters most.
No obligation. No pressure. Just a conversation about your future.
Serving Waltham for Many Decades
Our services are customized to address the diverse needs of our clients
Our process and attention to detail help ensure your wealth plan enables you to make informed, smart choices about your financial future.
Wealth Management
You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.
Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Waltham financial advisor who puts your goals at the center of every decision.
Choose the Solutions That Fit Your Life
Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Waltham wealth advisory team with deep expertise and a nationally recognized investment platform.
Why Waltham Families Trust Us
One Firm. One Team. Built Around You.
We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.
Objectivity
We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.
Knowledge
Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.
Experience
Decades of experience working with Waltham executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.
Nationally Recognized. Waltham Proud.
Our commitment to excellence is consistently recognized by leading financial industry outlets, earning numerous awards in wealth management.
View Our Awards & Accolades
Your Waltham Advisors
Mark Mathers, CFP®, CSRIC®
Partner, Managing Director
Rick Fine, CFP®, RMA®
Partner, Managing Director
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Our Waltham Financial Advisor Offices
Find the Beacon Pointe office closest to you in Waltham, MA.
400 Totten Pond Road, Suite 220, Waltham, MA, 02451, USA
This Beacon Pointe Advisors office in Waltham serves private clients, women investors, business owners and practitioners.
203 Crescent Street, Suite 404, Waltham, MA, 02453, USA
This Beacon Pointe Advisors office is located in the heart of Waltham and serves private clients, women investors, business owners and practitioners.
Schedule a Confidential Consultation.
We are advisors who recognize that financial journeys are as unique and dynamic as the clients who lead them. Our Waltham advisory team offers a full spectrum of wealth management services designed to address the real challenges you face. Connect with us. We’d love to hear from you.