Find a Financial Planner in Lexington, MA


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We Only Work With The Best Lexington Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Lexington, MA

  • Financial Advisor Close to Lexington, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Lexington Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Lexington area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Lexington can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
23.2% of Lexington's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Lexington area can create a custom plan and walk with you each step of the way.
In the Lexington area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Lexington area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Lexington area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Massachusetts has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Lexington area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Lexington area when dealing with high-interest credit card debt and private student loans.


The Value of Working With the Best Financial Planners in Lexington, MA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lexington, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Lexington financial advisors.
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How Retirement-Friendly is Lexington, MA?

  • Population: 33,340
  • % of Population 62 Years and Over: 23.2%
  • Average Home Value: $932,400
  • Average Monthly Housing Cost: $2,823
  • Average Household Income: $231,819
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)

The Top Financial Advisor Firms in Lexington, MA



(781) 863-2545

420 Bedford Street
Suite 340
Lexington, MA 02420

SEC#: 801-14895
Years in Business: 41 years



(781) 890-5225

80 Hayden Ave Suite 110

Lexington, MA 02421

SEC#: 801-60852
Years in Business: 19 years



(781) 263-1600

5 Militia Drive
Suite 2
Lexington, MA 02421

SEC#: 801-112638
Years in Business: 3 years



(781) 862-9792

35 Bedford Street
Suite 15
Lexington, MA 02420

SEC#: 801-81187
Years in Business: 6 years



(508) 471-4431

5 Militia Drive
Suite 205
Lexington, MA 02421

SEC#: 801-79053
Years in Business: 7 years



(781) 674-2297

594 Marrett Road, Suite 13

Lexington, MA 02421

SEC#: 801-100368
Years in Business: 6 years



(781) 862-7100

450 Bedford Street

Lexington, MA 02420

SEC#: 801-28664
Years in Business: 34 years