Lexington Wealth Management

Lexington Wealth Management Lexington Wealth Management is a fee-only and conflict-free wealth management firm. We take no commission or soft dollars; we offer no pre-packaged models or proprietary products. Being independent means we recommend and construct the financial framework that works hardest to meet your goals. First, we listen. Then we add in expertise from nationally recognized financial and tax planners, world-class research, a best-in-class reporting package, forward-thinking investment strategies—and lots of conversation with clients. Today, Lexington Wealth Management serves approximately 250 individuals, wealthy families, and small businesses, with a net worth in the $2 to $100 million range. We’re based in Lexington, MA — we’re also happy to come to you!