Blue Hills Wealth Management

Blue Hills Wealth Management is a wealth management firm in Randolph, MA, located at 36 Cordage Park Cir suite 328. It holds a 5.00 rating based on customer reviews.

Founded by Dan, the firm provides comprehensive financial planning services through a process that begins with listening and empathy to understand personal and financial circumstances. Dan personally oversees the planning process and acts as a fiduciary. Sara, a Vice President and Financial Advisor, works alongside Dan to deliver comprehensive planning. Both Dan and Sara are CERTIFIED FINANCIAL PLANNER™ professionals. The firm offers services across several categories, including retirement planning, accumulation, college funding, and business planning. Their approach emphasizes protecting and growing wealth, producing income, and passing on wealth through written financial plans. The team includes Sue, who manages onboarding and ongoing service coordination; Maureen, who handles logistics and scheduling; Hannah, who ensures a polished client experience; Jen, who manages account details and paperwork; and Cindy, who provides dedicated support to the service team.

The firm affiliates with Cambridge Investment Research, Inc., and other investment managers to provide resources. The business is family-owned and run, with over 60 years of experience delivered by advisors across three generations. The firm aims to deliver personalized and meaningful financial life solutions through collaboration with professionals and a focus on long-term client relationships. Many clients are referred by loyal clients they have worked with for years. The planning process includes identifying goals, analyzing current actions, developing recommendations, implementing them, and monitoring progress.

Blue Hills Wealth Management is known for its high rating from customers who have reviewed the firm. They provide personalized financial solutions to help clients protect, grow, and pass on wealth in the Randolph area.

BizScoreAI gives Blue Hills Wealth Management a Discoverability score of 100 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also receives a Technical score of 90 out of 100 from BizScoreAI, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.