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
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
It Starts with a Plan. Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.
Gary Pomerantz
CFP®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning
It Starts with a Plan. Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.
Teo Ferreira
CFP®, CRPC™®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning
It Starts with a Plan. Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.
Matt Lasker
CFP®, CMFC™®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning
It Starts with a Plan. Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.
John Slupski
CFP®
Wingate Wealth Advisors
Lexington, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning
It Starts with a Plan. Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you achieve your goals.
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