Lexington, MA Financial Advisors and Resources



Financial Advisor Firms in Lexington, MA


BTS ASSET MANAGEMENT, INC.

Website

(781) 863-2545

420 Bedford Street
Suite 340
Lexington, MA 2420

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

SEAMANS CAPITAL MANAGEMENT, LLC

Website

(781) 890-5225

80 Hayden Ave Suite 110

Lexington, MA 2421

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

MORTON WEALTH ADVISORS

Website

(781) 263-1600

5 Militia Drive
Suite 2
Lexington, MA 2421

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

BICKLING FINANCIAL SERVICES, INC.

Website

(781) 862-9792

35 Bedford Street
Suite 15
Lexington, MA 2420

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

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Website

(508) 471-4431

5 Militia Drive
Suite 205
Lexington, MA 2421

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

ALTSCHULER FINANCIAL SERVICES

Website

(781) 674-2297

594 Marrett Road, Suite 13

Lexington, MA 2421

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

WINGATE WEALTH ADVISORS, INC.

Website

(781) 862-7100

450 Bedford Street

Lexington, MA 2420

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

HIGHTOWER ADVISORS, LLC

Website

(781) 860-7745

12 Waltham Street

Lexington, MA 2421

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(781) 860-7745

12 Waltham Street

Lexington, MA 2421

SEC#: 801-69625
Years in Business: 13 years


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.)


Lexington, MA Financial Advisor FAQs

A financial advisor is a professional that works with their client to provide sound and long-term financial plans. They assist in identifying risk and evaluating the life stage of the client in terms of finances.
A good way to evaluate a financial advisor is with the 5 Cs: Capital, Charges and Costs, Company Stability, Compliance, and Competence of services.
The answer really depends on one's expertise with investing and their tolerance for taking on some risk.
That will depend on what you are looking for. I would recommend reading about the services they provide, fees, qualifications, philosophies etc. to make sure it's the right fit before ever opening up a file with them.