A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Josh Andreasen Financial planner serving Burlington, MA
CFP庐, CRPC鈩, ADPA鈩
About me
Since I believe there is a balance between money, health and happiness, I consider myself somewhat of a 鈥渇inancial therapist.鈥 Throughout my career, I鈥檝e never lost sight of the fact that financial planning is fluid and not just about numbers and dollar signs. Outside of work, I'm a nerd 鈥 I enjoy board games, puzzles, home renovation projects and refereeing in local football leagues.
Certifications
CERTIFIED FINANCIAL PLANNER鈩
Chartered Retirement Planning Counselor鈩
Accredited Domestic Partnership Advisor鈩
Education
Bachelor of Science, Management - University of Massachusetts, Boston
Services
Financial planning, retirement planning, investment management, insurance guidance, tax planning, estate planning
Locations
Burlington, MA
Thanks to Edelman [Financial Engines], we're making little changes to our home so that we can live here and age in place.
Deb S.
Deb S., a current client of 草榴社区 Engines, is not being compensated for his testimonial. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Working With US
Financial planning is a personal pursuit. As your financial advisor, I鈥檒l get to know you 鈥 your specific goals, your concerns and what you want to accomplish. By understanding where you鈥檇 like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we鈥檒l build a personalized plan that can give you the best opportunity to reach your goals.
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Certain services provided on an educational and guidance basis only.
Frequently Asked Questions
Yes, 草榴社区 Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it鈥檚 a legal requirement, but because it鈥檚 the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. 草榴社区 Engines financial advisors know how to help optimize your portfolio for today 鈥 and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at 草榴社区 Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the for financial advisors.
At 草榴社区 Engines, we have more than 144 offices nationwide* 鈥 we recommend that you work with an advisor who is in your area. For those who do not live close to an 草榴社区 Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don鈥檛 see a location near you? Our National Advisor Center can help.
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* Data as of Dec. 31, 2024
We have more than 350 financial advisors* here at 草榴社区 Engines and our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
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* Data as of Dec. 31, 2024
Your wealth planning team is led by your local advisor in your area, who will get to know you 鈥 your specific goals, your concerns and what you want to accomplish. Together, you鈥檒l clarify what wealth means to you and explore how much further you鈥檇 like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.
The latest insights from our experts
Please see the important information below if the planner holds a CFP庐 designation. Not all planners will hold this designation.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP庐, CERTIFIED FINANCIAL PLANNER庐, and CFP庐 (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization鈥檚 initial and ongoing certification requirements to use the certification marks.