Find a Financial Advisor in Waltham, MA

 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Waltham Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Waltham Financial Advisory Team

 

Say hi to Laurie and Roger! For more than 30 years, our team of fiduciary financial advisors in Waltham, Massachusetts, has been dedicated to building long-lasting client relationships with individuals and families around the greater Boston area. We offer support and guidance along each stage of your financial journey and take pride in our unwavering dedication to providing customized and comprehensive wealth management services.

With an office conveniently located in the Watermill Center, we invite you to visit our Waltham financial planners so you can experience this commitment to excellence firsthand.

Laurie Ingwersen
Laurie Ingwersen Partner Advisor CFP®, CRPC®, CDFA®, CBC®, CEPA®
Waltham, MA Read bio
Roger Ingwersen
Roger Ingwersen Partner Advisor CFP®, CIMA®, CRPC®
Waltham, MA Read bio
Waltham

 

800 South Street
Suite 350
Waltham, MA 02453

Hours:
8:30am-5pm, M-F

(844) 996-3300

 

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