Investment Philosophy
Our investment philosophy is rooted in discipline and a deep commitment to our clients’ long-term goals. We empower our clients through education, helping them understand the ‘why’ behind each decision so they can invest with confidence. We stay focused on investing with clarity, conviction, and care.
Investment Process
We focus on finding the right managers and funds for each client’s goals. Whether the investments are in mutual funds, ETFs, individual stocks and bonds or alternative investments such as private equity, private credit, or any other investment, we have the wherewithal and experience to evaluate the risks and return potential for most investments.
We are not market timers or day traders and seek to manage goal-based risk adjusted return specific to a client’s situation.
Grow Your Wealth with Bickling Financial
Successful investing isn’t about chasing trends — it’s about building a disciplined strategy that aligns with your goals. Our investment management services are designed to help you grow, protect, and preserve your wealth through well-researched guidance and personalized solutions.
OUR INVESTMENT MANAGEMENT SERVICES
PORTFOLIO MANAGEMENT
Customized investment strategies tailored to your risk tolerance and objectives.
PRIVATE INVESTMENTS
Diversify your portfolio through a broad range of asset classes such as Private Equity, Real Estate, and Private Credit.
RETIREMENT INVESTMENTS
Long-term planning to help ensure financial security in your retirement years.
TAX-EFFICIENT INVESTING
Intelligent approaches to minimize tax impact and maximize returns.
ONGOING MONITORING
Oversight and adjustments to keep your investments on track.
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