National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lexington is a tedious task to do. give you extensive options to compare best advisors in Lexington & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Lexington?

Looking for a qualified financial advisor in Lexington? We can help you by narrowing down your options & listing the best financial advisors in Lexington as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Lexington near you with the list of certified and vetted Lexington financial advisors.

List of Qualified Financial Advisors in Lexington, Massachusetts


Spencer Betts

Bickling Financial Services, Inc

35 Bedford Street
Suite 15

Lexington, MA 02420
(781) 8629792


Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803
(339) 2345600


Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481
(781) 4468955


Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459
(339) 2254970


Greg Harris

Creative Planning


Boston, MA 02482
(617) 6342921


Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford, MA 01886
(978) 8504910


Fredric Weldon, CFA

Polaris Advisors, LLC

550 Cochituate Road
East Wing, Floor 4, Suite 25

Framingham, MA 01701
(508) 4812299


Adam Wojtkowski, CFP(R), EA

Smith, Salley & Associates

55 West Street
Suite 201

Walpole, MA 02081
(508) 4507841


Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035
(508) 2034071


Ben Djelassi

Creative Planning


Norwell, MA 02061
(857) 3313889


Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066
(330) 3294117


Chris Kelliher

Creative Planning

10 A Street Room 2

Derry, NH 03038
(603) 7228947

List of Additional Financial Advisors in Lexington, Massachusetts*

* Additional advisor listing is provided in partnership with Yext


CarrThaxton Financial Group

420 Bedford Street
Suite 330

Lexington, MA 02420


Tonry Insurance Group Inc.

238 Bedford St
Ste 3

Lexington, MA 02420

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors