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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. financialadvisor.net 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

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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

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Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481

781-446-8955

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Gabriel Goodhope

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

339-225-4967

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Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2458

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Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

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Mark Singer CFP® Author & President,

Safe Harbor Retirement Planning

152 Lynnway
Suite 1A

Lynn, MA 01902

781-599-2660

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Keith Corbett

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4075

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Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

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Ronald Newton

Edelman Financial Engines, LLC

1000 Bald Hill Road
Suite 5

Warwick, RI 02886

401-262-4986

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Ayaz Mahmud

West Branch Capital LLC

9 Research Drive, Suite 1
P.O. Box 2067

Amherst, MA 01004

413-256-1225

List of Additional Financial Advisors in Lexington, Massachusetts*

* Additional advisor listing is provided in partnership with Yext

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CarrThaxton Financial Group

420 Bedford Street
Suite 330

Lexington, MA 02420
781-861-9700

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First Command Financial Advisor - Tina Patt

5 Militia Dr

Lexington, MA 02420
781-863-1100

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First Command Financial Advisor - Chris Moore

5 Militia Dr

Lexington, MA 02420
781-863-1100

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SMB Financial Strategies

1666 Massachusetts Avenue
Suite 2

Lexington, MA 02420
781-863-5800

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First Command Financial Advisor - Dan Ferris

5 Militia Dr

Lexington, MA 02420
781-863-1100

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Jared Brock

1776 Massachusetts Ave

Lexington, MA 02420
781-676-6686

* 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.

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