Wells Financial Partners | Advisors | Needham, MA

    A Guiding Light in All Markets

    We specialize in comprehensive financial planning and asset management. We will partner with you to bring organization to your finances and help guide you on your journey as you pursue your life goals.

    An Experienced Team

    We bring together the capabilities of a team of seasoned financial advisors who offer you sound strategies for all aspects of your financial life.

    ​Meet Our Team​

    Our Suite of Services

    Developing a comprehensive financial plan requires skilled integration with many areas. Your personalized financial plan may include a range of carefully crafted strategies:

    Retirement planning icon

    Retirement Planning

    Develop a strategy to fund your desired retirement lifestyle.


    Education Planning

    Meet educational expenses with sound savings plans and other options.

    Estate Planning Icon

    Estate Planning

    Recommend strategies for the management of your estate.

    Investment planning icons

    Investment Planning

    Build a custom portfolio for your goals.

    ​Our Services​

    Get a Holistic View of Your Finances

    Clients working with us have access to Investor360°®, a convenient tool that lets you view your entire financial life in one place. It gives you the power to see an executive summary of your financial life, whenever you want, right at your fingertips. Watch our 2-minute video to see how Investor360°® allows you to view the same important information we do when managing your accounts.


    Refer A Friend

    We are happy to be introduced to any family or friends you believe could use our experienced guidance to help reach their financial goals. Please use this button to begin the referral process.

    Our Community Matters

    We have a passion and a purpose for supporting the communities where we live and work. An enduring commitment to philanthropy is deeply ingrained in all we do and who we are.




    ​See Who We Support​