Financial Advisors
Lexington, MA
Wingate Wealth Advisors is an independent, fee-only wealth management firm in Lexington, MA serving individuals and families since 1986. The firm offers comprehensive financial planning, investment management, and retirement planning services delivered by CFP-certified advisors with decades of combined experience. They use a collaborative, customized approach that combines solid planning fundamentals with leading technology to help clients align their investments with their specific financial goals and life circumstances.
Ideal for: Individuals and families seeking comprehensive retirement planning, high-net-worth investors wanting customized portfolio management, pre-retirees planning their financial transition
Service area: Lexington, MA and surrounding communities
Fee-Only Fiduciary Model: Independent, fee-only wealth management firm with no commissions, ensuring their advice is purely aligned with clients' best interests rather than product sales.
CFP-Certified Advisors: Team includes multiple Certified Financial Planner professionals with decades of combined experience in financial planning and investment management.
Named to CNBC Financial Advisor 100: Recognized in 2025 as one of the top-rated investment advisors in the country by CNBC, based on rigorous evaluation of thousands of RIAs.
Address: 450 Bedford St, Lexington, MA 02420
Phone: (781) 862-7100
Website: wingatewealthadvisors.com
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