Boston Harbor Wealth Advisors, LLC

Boston Harbor Wealth Advisors, LLC (CRD# 282486) is a financial advisory firm headquartered in Acton, MA. They manage $128,300,000 in 520 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $246,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VA

Financial Advisors at Boston Harbor Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey D. Omansky
CRD#: 1057238
289 Great Road, Suite 304, Acton, MA 01720
96
Wealthminder
score

Jeffrey Omansky (CRD# 1057238) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 35 years of experience in the finance industry. Jeffrey Omansky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin P. Dodge
CRD#: 6078204
289 Great Road, Suite 304, Acton, MA 01720
93
Wealthminder
score

Benjamin Dodge (CRD# 6078204) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 5 years of experience in the finance industry.

3
David A. Lessner
CRD#: 5053906
289 Great Road, Suite 304, Acton, MA 01720
93
Wealthminder
score

David Lessner (CRD# 5053906) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 12 years of experience in the finance industry.

4
Johnathan C. Breen
CRD#: 6314805
289 Great Road, Suite 304, Acton, MA 01720
90
Wealthminder
score

Johnathan Breen (CRD# 6314805) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 3 years of experience in the finance industry.

5
Thomas M. Burger
CRD#: 35526
289 Great Road, Suite 304, Acton, MA 01720
86
Wealthminder
score

Thomas Burger (CRD# 35526) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 35 years of experience in the finance industry. Thomas Burger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mark K. Lessner
CRD#: 2265668
289 Great Road, Suite 304, Acton, MA 01720
86
Wealthminder
score

Mark Lessner (CRD# 2265668) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 25 years of experience in the finance industry. Mark Lessner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeanne K. Hagar
CRD#: 2151720
289 Great Road, Suite 304, Acton, MA 01720
83
Wealthminder
score

Jeanne Hagar (CRD# 2151720) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 25 years of experience in the finance industry.

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