Guiding Your Financial Journey with Boston's Independent Spirit
Rooted in Boston's spirit of independence, we provide candid, values-driven advice—lighting the way forward with clarity and care.
About Frank and Flanagan Wealth Advisors
Our practice is built on a foundation of honesty, transparency, and principle. Just as the lantern of Boston's Old North Church provided clarity in times of uncertainty, we guide clients through life's financial complexities with confidence and care.
As an independent, fee-only practice, we offer personalized guidance that puts your interests first. We believe financial decisions should reflect your values and support your life goals—not someone else's agenda. Our advisors serve as trusted partners, helping you navigate important financial crossroads with integrity and expertise.
Our Services
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Comprehensive Financial Planning
We collaborate with clients to clarify their vision, align finances with goals, and make confident decisions. Our planning covers retirement, education, budgeting, insurance, charitable giving, and more, ensuring your plan meets current needs and future changes.
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Investment Management
Our investment philosophy is grounded in stewardship and tailored to your specific goals and risk tolerance. We build well-diversified portfolios using low-cost, tax-efficient investments. We monitor and adjust your portfolio as life circumstances, markets, and needs evolve, always with an eye toward long-term results and peace of mind.
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Tax & Retirement Planning
We help you prepare for retirement by looking at the whole picture—Social Security timing, income needs, RMDs, and tax-efficient withdrawal strategies. Our advisors collaborate with your CPA or tax professional to optimize your financial decisions today and reduce potential tax burdens in the future.
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Values-Aligned Investing
For clients who want their investments to reflect personal principles, we offer values-aligned investment solutions. These strategies incorporate considerations such as social responsibility, long-term sustainability, and ethical business practices while remaining grounded in your overall financial goals.
Why Choose Frank and Flanagan
At Frank and Flanagan Wealth Advisors, we believe that how we serve is just as important as what we do. Here are a few distinctives that guide our work with every client:
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We operate on a fee-only basis for financial planning and investment management, meaning our compensation comes solely from our clients—not commissions. This allows us to offer objective advice aligned with your best interests.
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As fiduciaries, we’re legally and ethically bound to put your interests first. You’ll never have to wonder whose side we’re on—we sit on the same side of the table as you.
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We are not owned by a bank, brokerage firm, or private equity group. Our independence gives us the freedom to focus on what matters most: your values, your goals, and your long-term success—not sales quotas or corporate directives.
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We help you see the full picture. From investment management and retirement planning to estate and tax strategies, we integrate every aspect of your financial life into a cohesive plan.
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We help you align your resources with your values—so your financial plan supports not just your lifestyle, but your legacy. Whether you’re thinking about generosity, impact, or the next chapter of your life’s work, we help you plan with purpose.
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You won’t get shuffled between departments or call centers. We are a dedicated team with deep experience and a personal approach. Our clients know us, trust us, and stay with us—because we walk with them through life’s seasons.
Ready to Take the First Step?
We believe meaningful financial relationships begin with honest conversation. Schedule a complimentary consultation to discuss your goals and explore how we can help light your path forward.
Frank and Flanagan Wealth Advisors
1500 District Avenue
Burlington, MA 01803
Phone: 617-281-4773