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Terry B. Wells
Sarah A. Wells
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Terry B. Wells

A Tradition Of Achievement

Managing Principal, Terry B. Wells, CFP®, ChFC®, CLU®,  founded Wells Financial Advisors in 1996. Terry began his career in 1980 in public accounting, where he worked for two of the largest public accounting firms in the country, and eventually specialized in financial services.

Terry became a financial advisor in 1991 and started Wells Financial Advisors because he wanted to provide clients with independent, objective advice. Wells Financial Advisors is a Registered Investment Advisor, which means the firm must meet a fiduciary standard. The fiduciary standard is to do what is in the client’s best interest and it applies to accounts managed for a fee and for financial plans developed for a fee.

Terry has earned several designations in accounting and financial services:

  • Certified Public Accountant (CPA) - 1982
  • Certified Financial Planner (CFP®) - 1993
  • Chartered Financial Consultant (ChFC®) - 1995
  • Chartered Life Underwriter (CLU®) - 1998

This past April, Terry was featured in the Wall Street Journal in the Wealth Management Journal Report as one of "Ten Five Star Wealth Managers You Need to Know" for the Boston area. 

In addition to being profiled for the Wall Street Journal, for the past five years, Terry has been named a FIVE STAR WEALTH MANAGER* in Boston Magazine by Five Star Professional.
Terry is a member of:
  • Financial Planning Association (FPA)
  • Society of Financial Services Professionals (FSP)
  • American Institute of Certified Public Accountants (AICPA)

*please click on link for Five Star Professional selection criteria

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