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Who We Are

The Best Advisor, Inc.

950 Highland Av

Needham MA 02494



David Kaplan

with Special Guest Stars

Jim Cote


Raz Bracha

We are story tellers, problem solvers and educators.  We are a collaboration of independent advisors working together because we're having fun and it works for our clients.

We've seen just about everything.

We've seen Cinderella stories come true and we've seen real life tragedy unfold.

We've seen people lead long, wonderful lives and we've seen what happens when families are not prepared for adversity.

We understand the IF in your LIFE.

When you plan with us, you'll be confident about today and you'll be confident about your financial future.