Connect with Top-Rated Financial Planners in Concord!

At the Heritage Financial Network, our mission, commitment and core belief are to help our clients un-complicate their financial lives, achieve higher quality of life and succeed in the fulfillment of personal financial goals, freedom and independence.

Senes & Chwalek Financial Advisors is a financial planning and investment services firm that provides personalized advice to clients. With over 50 years of combined experience, our partners, Renee and David, offer fee-based and hourly financial consulting, retirement planning, divorce financial planning, and more. From stocks and bonds to estate planning and small business retirement plans, we help clients achieve long-term financial success through our hands-on, collaborative approach. Our offices are conveniently located in historic Concord, Massachusetts, and we are proud to be honored as the #1 Choice in the category of Financial Planner in Concord. We offer free consultations and a range of educational resources, including articles, calculators, and videos.

Journey Wealth Partners is a fee-only financial planning firm that helps successful and intelligent individuals clarify what is most important to them and formulates and executes successful life strategies. We offer comprehensive wealth management and retirement planning services, including executive equity compensation and evidence-based investing. Our approach is radically rational, prioritizing discipline, strategy, and results. With a focus on maximizing joy and minimizing worry, we help our clients propel their finances and lives forward.