Your Trusted Partners on Your Financial Journey
We offer holistic, goals-based financial planning. It creates a comprehensive roadmap for your entire financial life — looking beyond just your investment holdings. Your holistic financial plan will cover all aspect of personal finance: retirement planning, tax strategies, estate consideration, budgeting, savings, and insurance. We look at your financial goals in the context of your life circumstances, values, and long-term aspirations.
We have powerful tools to simplify planning and help make your financial plan easier to understand.
Your Wealth. Your Goals. Your Future.
We understand that financial planning is deeply personal. It’s not just about investments or retirement accounts; it’s about aligning your wealth with the life you want to live. Our advisors work with you one-on-one to create a plan that reflects your values, priorities, and dreams.
Our Personal Financial Planning Services
Budgeting & Cash Flow: Take control of your day-to-day finances.
Retirement Planning: Build a secure future with confidence.
Investment Strategies: Help grow your wealth with well-researched, tailored guidance.
Education Funding: Plan ahead for your children’s or your own education.
Estate Planning: Protect your legacy and provide for loved ones.
Our Process
A financial plan is not a point in time calculation; it’s a fluid ongoing process. Our financial advisors can help support you by:
Identifying your goals and proactively considering challenges you may face.
Reviewing results and highlighting opportunities that may fit your plan.
Conducting an annual financial plan review and adjusting as needed.
OUR TOOL SUITE
RIGHT CAPITAL
A dynamic financial planning tool to create comprehensive financial plans. Changes to goals or future scenario models can be projected in real-time with your advisor; making it easy to understand the implications of any financial decision you make.
VANILLA
An estate planning review tool that summarizes your existing estate plan into an easy-to-read document that can be reviewed with your attorney. Updating and understanding your estate plan has never been easier!
PONTERA 401(K) MANAGEMENT
We can professionally manage your 401(k) to help ensure that your most powerful savings tool is properly diversified and aligned with your overall investment portfolio.
HIGHTOWER TRUST COMPANY (HTC)
HTC has the resources and experience to provide professional trust services that can help you or your family for generations to come. Individual family members may not have the skills, time, or willingness to serve as trustee. Family dynamics or blended families may put an individual trustee in an awkward or unduly influential position. Trusts that will span generations may want the assurance of continuous professional oversight.
LEXINGTON MAIN OFFICE
35 Bedford Street Suite 15
Lexington, MA 02420
Office: (781) 862-9792
Fax: (781) 674-2545
LYNNFIELD OFFICE
SOUTH EASTON OFFICE
45 Bristol Drive, Suite 101
South Easton, MA 02375
Office: (508) 230-3588
Legal & Privacy | Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org