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Find Top Financial Advisors in Lexington, Massachusetts

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lexington, Massachusetts. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Lexington

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Lexington, Massachusetts
Financial Advisor Office Location Phone Number
Spencer Betts
CERTIFIED FINANCIAL PLANNER" Certificant, CFP®, AIF®
Bickling Financial Services, Inc
35 Bedford Street,
Lexington, MA  02420
781-862-9792
Jared Rubin
CFP®
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
339-234-5600
Lauren D. Toli
Equitable Advisors
93 Worcester Street,
Newton, MA  02459
617-233-4977
Bill Keyser
CFP®
UBS Financial Services
55 William St,
Wellesley, MA  02481
781-446-8955
Noah French
RFC®
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA  02459
339-225-4970
Bill Coke
The William R. Coke Group
50 Rowes Wharf, 4th Floor,
Boston, MA  02110
617-654-2458
Peter Canniff
Advanced Portfolio Design, LLC
515 Groton Road,
Westford, MA  01886
978-850-4910
Jim Rose
CFP®
Baystate Financial
134 Turnpike Road Suite 300,
Southborough, MA  01772
774-843-4935
Bob Andreola
CFP®
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
508-203-4071
Sara C. Gibbs
Sara Gibbs Wealth Management
34 Inner Harbor,
Scituate, MA  02066
330-329-4117

Information on Qualified Financial Advisors in Lexington

Qualifications CRD# 4285560
Series 6, 7, 24, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 35 Bedford Street,
Suite 15,
Lexington,
MA 
02420
Phone Number 781-862-9792

Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. He is a CERTIFIED FINANCIAL PLANNERS" and an Accredited Investment Fiduciary". Starting in 2015 Spencer became a CFP® Board Ambassador. In this role Spencer helps the Board spread it message of financial education, the financial planning process and the need for financial planning education. Spencer earned his B.S. in Physics from Old Dominion University, his designation CERTIFIED FINANCIAL PLANNERS" from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through PKS Investments and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan. Spencer Betts is a registered representative with PKS Investments and an Investment Advisor Representative with Bickling Financial Services, Inc., a registered investment advisor and is a and is a licensed insurance agent.

About Bickling Financial Services, Inc

Bickling Financial Services, Inc., was founded in 1984 by Dorothy Bickling. At the inception of Bickling Financial Services Dorothy set the priorities of the firm: - to provide advice with the best interest of the clients as the primary consideration - to make sure that clients understand their investment options - to provide sage, objective counsel supporting each client's financial decisions Dorothy and her sons, Spencer Betts and Andrew Betts, have more than 50 years of combined experience. We are proud of our multi-generational heritage and plan on extending it into the future.



Qualifications CRD# 5228974
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA 
01803
Phone Number 339-234-5600

I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, Im learning to play guitar.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2222035
FirmCRD# 6627
Series 7, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 93 Worcester Street,
Suite 103,
Newton,
MA 
02459
Phone Number 617-233-4977

With more than 20 years of experience in the financial services industry, Lauren D. Toli understands that serving clientsfinancial and investment needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyones needs and financial goals for the future are unique. Lauren worked at Fidelity Investments for 21 years, where she served as Vice President/Trading. She also held the position of Currency Management Officer with State Street. Additionally, she currently holds Series 7, 63 and 55. Lauren graduated from Stonehill College with a Bachelor of Arts degree in Communications and Business minor. She has taken graduate level business courses toward a Suffolk University MBA. A firm believer in continuing education, Lauren enhances her experience by participating in continuing education courses. Lauren takes pride in community involvement. She has served as Trustee for the Albanian Archdiocese in America since 1990. She is also a member of the investment committee at St. George Cathedral where she serves as a member of the advising team. In 2008 Lauren was co-chair of 100th anniversary of the founding of the Archdiocese in America at which 1000 people attended a dinner dance with guest of honor Jim Belushi. Lauren currently resides in Dedham, MA with her husband Michael and daughter Jordan. When Lauren is not working with clients, Lauren enjoys golfing, going to the beach and spending time with her.

About Equitable Advisors

Our purpose is to help people build fulfilling futures. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Now and into the future, we can help you face your future with condence.



Qualifications CRD# 2628737
FirmCRD# 2628737
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 55 William St,
Wellesley,
MA 
02481
Phone Number 781-446-8955

Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.

About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.



Qualifications CRD# 3084855
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA 
02459
Phone Number 339-225-4970

As financial planner with more than 20 years of experience, I enjoy helping my clients make the best decisions with the resources they have. My goal is to help them plan properly to be able to reach their future financial goals. I enjoy giving back to my community by volunteering to help service members and their families. Im also a hockey coach and a big Boston Bruins fan.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1526771
FirmCRD# 79


Office Location 50 Rowes Wharf, 4th Floor,
Boston,
MA 
02110
Phone Number 617-654-2458

Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgans vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs. Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies. A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.

About The William R. Coke Group

Mission With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.



Office Location 515 Groton Road,
Suite 201,
Westford,
MA 
01886
Phone Number 978-850-4910

About Advanced Portfolio Design, LLC

Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.



Qualifications CRD# 5727319
FirmCRD# 10409
Series 6, 7, 63

Compensation/Fee Fee-Based


Office Location 134 Turnpike Road Suite 300,
Southborough,
MA 
01772
Phone Number 774-843-4935

The key to personal financial success is having clearly defined goals and objectives. Jim strives to deliver personalized advice and solutions to help accomplish the goals and objectives of his clients and their families or businesses. My first priority is understanding what is important to you and what your vision of financial success is. At Baystate Financial, you will find that we are committed to each client's individual financial success. Unlike companies that offer standardized solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals. Planning for retirement today is different than it used to be. With over 10 years of financial services industry experience, I guide my clients in creating retirement strategies that help meet their long-term financial objectives, in a variety of market conditions.

About Baystate Financial

Since we opened our doors in 1901, weve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. We believe that Baystate Financials greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out, David C. Porter, Managing Partner. Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 650 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.



Qualifications CRD# 1924032
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number 508-203-4071

Since 1992, I've been helping my clients achieve an ever-increasing degree of financial independence. As a financial planner, I get to experience a great degree of personal and professional satisfaction assisting people in their pursuit of their financial goals. My free time is filled being with family and friends, hiking, skiing, exercising, and riding my motorcycle.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1571445
FirmCRD# 29678

Compensation/Fee Fee Only


Office Location 34 Inner Harbor,
Scituate,
MA 
02066
Phone Number 330-329-4117

Sara Gibbs is an registered investment consultant and financial advisor who provides personal attention to your financial goals. As a full service, licensed investment professional since 1986 Sara can manage your portfolio of investments and works closely with many individual money managers. She specializes in wealth accumulation and retirement planning. She holds licenses in both securities and insurance. Special emphasis on: Asset Allocation Portfolio Management Wealth Accumulation and Preservation Sara and her husband Arthur reside in Scituate, MA

About Sara Gibbs Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?