Altschuler Financial Service is an independent financial firm based in Lexington, MA, offering personalized wealth management services to individual clients. With a focus on comprehensive financial planning, investment management, tax planning, and advisory services, their team of experienced advisors provides tailored guidance to help clients achieve their financial goals. Backed by extensive research and a transparent fee structure, Altschuler Financial Service aims to grow clients' wealth while providing peace of mind.
Founded in 1994, Altschuler Financial Service has built a strong reputation in the industry, serving over 5,000 clients and managing assets worth $8 billion. Recognized by prestigious awards such as the Financial Times 300 Top Registered Investment Advisers and Barron's America's Best Independent Advisors, the firm's commitment to putting clients' best interests first is evident in their fiduciary duty and high-touch, boutique service. With a team of 145 employees across 9 offices, Altschuler Financial Service is dedicated to providing personalized financial solutions to meet the unique needs of each client.
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