Find Top Financial Advisors in Quincy, Massachusetts

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Jordan has been a Financial Planner since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

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At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

Adams career in financial services began in 2003 with Mutual of Omaha, but it was at Fidelity Investments where he truly refined his expertise in retirement planning over 7 years. Seeking a more personal, client-focused approach, Adam spent the next decade at two Registered Investment Advisor firms before launching Copper Beech Wealth in 2022.

With over 20 years of experience, Adam is dedicated to helping retirees and pre-retirees over 50 to navigate their financial futures. His approach combines technical expertise - supported by advanced designations like Certified Financial Planner (CFP^®) and Certified Investment Management Analyst (CIMA^®) - with a personalized, hands-on strategy that addresses each client's unique needs. Whether it's retirement income, investment management, or estate planning, Adam's goal is to provide clear, actionable guidance that helps clients confidently move toward their financial goals.

Known for his calm demeanor, sense of humor, and creative problem-solving, Adam believes financial planning should be approachable and even enjoyable. A Worcester native and Assumption College graduate, he is deeply committed to making a meaningful impact in his clients' lives while maintaining a positive and supportive connection.

Outside of work, Adam is inspired by his two daughters and the drive to lead by example - both as a father and a business owner. For Adam, helping people achieve their retirement dreams isn't just a job; it's a true passion.

Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no matter what the markets or your life may bring.

YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.

YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals

YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.