Find wealth managers in Lexington

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. As an independent, fee-only wealth management firm, we bring an exceptional level of service and knowledge to support your financial goals. Our thoughtful perspectives lead to comprehensive, customized

Our mission is to help you create a secure and satisfying life, for yourself and your loved ones, now and into the future. We provide financial planning and investment management to near-retirees, retirees, and widows. We believe in a holistic approach to financial planning which incorporates Financial Life Planning and values-based investing. Throughout

Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Most women don't shy away from the day-to-day financial decisions, but some may be

We receive no compensation for recommending specific securities or products, we do what is best for our clients. As a registered Investment Advisor Representative, we have a legal fiduciary requirement to act in our clients' best interests. We believe that it is important to educate our clients about factors crucial to reaching their financial goals