What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Lexington, MA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Lexington, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Rand Spero
CFP®, MBA, Ed.M.
Street Smart Financial, LLC
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Matt Lasker
CFP®, CMFC™®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Generational Wealth Planning, Inheritance or Sudden Wealth
Our engaging, collaborative process helps you plan for real scenarios in real time by combining solid planning and investing fundamentals, our decades of experience, and leading technology.
Teo Ferreira
CFP®, CRPC™®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Generational Wealth Planning, Inheritance or Sudden Wealth
As an independent, fee-only wealth management firm, we bring an exceptional level of service and knowledge to support your financial goals.
John Slupski
CFP®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Generational Wealth Planning, Inheritance or Sudden Wealth
Our engaging, collaborative process helps you plan for real scenarios in real time by combining solid planning and investing fundamentals, our decades of experience, and leading technology.
Gary Pomerantz
CFP®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Generational Wealth Planning, Inheritance or Sudden Wealth
Our engaging, collaborative process helps you plan for real scenarios in real time by combining solid planning and investing fundamentals, our decades of experience, and leading technology.
Anu Rames
MBA
Sustainable Investment Partners LLC
Lexington, MA
Specialties: Investment Management, Financial Planning, Non-Profit Reserve vs. Balance Account Management , ISO / RSU Planning
Strategies to organize, grow, and safeguard your investments
Jeffrey White
CFP®, CFA®, CLU®, ChFC®, CFS, RHU®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Generational Wealth Planning, Inheritance or Sudden Wealth
Our engaging, collaborative process helps you plan for real scenarios in real time by combining solid planning and investing fundamentals, our decades of experience, and leading technology.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
