Your hard-earned money deserves expert guidance.

We’ll help you find the right fit.

Financial Fit connects individuals with local financial firms that focus on client relationships, not just business growth, and specialize in the areas that match your unique financial needs.

Find The Right Financial Advisor For You

Fill out the form and a member of our team will be in touch to help you get started.

$500k – $1M

We work as an advocate for you.

By continuously networking with local advisory firms, we stay up to date on which teams deliver exceptional service and who their ideal clients are. We’ll give you insight into different investment strategies, planning approaches, and service models, then connect you with the advisors best equipped to support your goals.

Investment Strategy

Investment Strategy

Advisors have vastly different strategies and models when it comes to choosing investments. Understanding the differences and how they relate to your goals, risk tolerance and values is key to choosing the right fit for you.

Proactive Tax Planning

Proactive Tax Planning

A good financial advisor is knowledgeable about your tax code and will implement proactive tax strategies and projections to optimize your earnings and avoid costly mistakes.

Estate and Trust Planning

Estate and Trust Planning

A well matched advisor will take the time to understand your family dynamics, long‑term wishes, and values to help ensure your assets are protected, your intentions are honored, and your loved ones are cared for.

“I’m incredibly grateful to Erica and the Financial Fit team!

As a busy working mom of three, I didn’t have the time to focus on every aspect of financial planning and was worried I’d fall behind. I also knew choosing the right advisor was a big decision.

Erica made the process so easy. She took the time to understand our goals, explained how the process worked, walked us through different advisors and their fee structures, and helped us narrow the list. She connected us with trustworthy advisors, and we ultimately found the right fit.

I feel such relief knowing our finances are on track. I couldn’t have done it without Financial Fit. I highly recommend working with them. One of the best decisions I’ve made!”

— Lauren, Financial Fit Client

Testimonials presented on this site are provided by current or former clients of Financial Fit. No compensation was provided for these testimonials. Testimonials are not indicative of future performance or success and may not be representative of the experience of all clients. Financial Fit is registered as a solicitor-only investment adviser in the Commonwealth of Massachusetts and does not provide investment advisory services directly. All investment decisions should be made in consultation with a qualified financial advisor.

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How it works

Our process is simple. We start with a conversation to understand your financial background, goals, and what you're looking for in an advisor. We’ll answer your questions, explain how different advisors operate, and help you make sense of your options. Then, we’ll introduce you to a few advisors we believe are a strong fit. There’s no cost to use the service, if you choose to move forward, we receive a commission from the advisor.

Featured
Building a Model vs. Outsourcing: How Advisors Manage Your Investments
Building a Model vs. Outsourcing: How Advisors Manage Your Investments

When you hire a financial advisor, one of the most important, yet often overlooked, differences between advisors is the vehicles they use to manage your money. Some advisors choose to pick stocks and manage investment portfolios themselves. Others outsource the investment management to third-party investment vehicles to handle the day-to-day decisions. Both methods can be effective, but the process, costs, and level of customization can vary significantly.

The SALT Torpedo: How High Earners in MA Could Face an Artificially High Tax Rate  
The SALT Torpedo: How High Earners in MA Could Face an Artificially High Tax Rate  

has introduced significant tax changes, including the so-called “SALT Torpedo” for high earners. For individuals and families with taxable incomes between $500,000 and $600,000, the state and local tax (SALT) deduction phaseout creates an artificially high effective tax rate, potentially reaching 45%.

How Do Financial Advisors Get Paid? Understanding What’s Behind the Fee
How Do Financial Advisors Get Paid? Understanding What’s Behind the Fee

When choosing a financial advisor, it’s important to understand how they get paid because it can have a direct impact on the advice you receive. Fee structures, business affiliations, and even industry mergers can all shape an advisor’s recommendations. Here's what you should know.