Explore Financial Advisors Serving Lexington, MA

Freya Financial Services offers fee-only financial life planning and investment management tailored to individual client needs. Founded in 1998 by certified financial planner Linda C. Nelson, the firm specializes in holistic financial strategies that address retirement planning, asset allocation, tax optimization, and life transitions. Our client-centric approach emphasizes fiduciary responsibility and long-term partnership.

Orion Wealth Advisors provides holistic financial planning and investment management services for retirees, near-retirees, and widows. Our fiduciary advisors specialize in creating customized strategies that integrate life planning with values-based investing. We help clients transform savings into sustainable retirement income while addressing tax optimization, estate planning, and risk management needs.

Wingate Wealth Advisors is an independent, fee-only wealth management firm specializing in personalized financial planning and investment solutions. We help clients navigate complex financial decisions through fiduciary-driven advice, customized retirement planning, and strategic asset management. Our team of certified professionals leverages decades of experience and cutting-edge technology to deliver actionable plans that align with individual goals and life circumstances.

Bickling Financial Services provides comprehensive financial planning and investment advisory services, empowering clients to achieve financial independence through personalized retirement strategies, retirement income planning, and wealth management solutions.