National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Lincoln, Massachusetts

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Lincoln, Massachusetts

Last Updated - April 25, 2025

Lincoln has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Lincoln, Massachusetts have an average of 35 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lincoln, Massachusetts

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right

Top 5 Retirement Planning firms in Lincoln, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

55 Old Bedford Rd, Suite 302
Lincoln, MA, 01773
$6,324,878,19246950
A percentage of AUM, Fixed fees
2

55 Old Bedford Road, Suite 202
Lincoln, MA, 01773-1124
$4,521,591,718112
A percentage of AUM
3

55 Old Bedford Road, Suite 202
Lincoln, MA, 01773
$335,509,2632225
A percentage of AUM, Hourly charges
4

55 Old Bedford Road, Suite 203
Lincoln, MA, 01773
$208,504,02683419
A percentage of AUM
5

55 Old Bedford Road, Suite 202
Lincoln, MA, 01773
$100,005,858176
Other (FIXED PERCENTAGE OF DISTRIBUTIONS)

Information on Top Retirement Planning firms in Lincoln, Massachusetts

QualificationsFirm CRD# 124062

Assets Under Management $6,324,878,192

No. Of Clients469

Clients Per Financial Advisor9

FIDUCIARY TRUST INTERNATIONAL, LLC is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 469 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 104576

Assets Under Management $4,521,591,718

No. Of Clients1

Clients Per Financial Advisor0

PEAR TREE ADVISORS, INC. is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 5251

Assets Under Management $335,509,263

No. Of Clients222

Clients Per Financial Advisor44

U. S. BOSTON CAPITAL CORPORATION is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (CONSULTING)
View Full Profile

QualificationsFirm CRD# 105215

Assets Under Management $208,504,026

No. Of Clients834

Clients Per Financial Advisor44

BTS ASSET MANAGEMENT, INC. is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Market timing services
  • Other (CONSULTATION SERVICES)
View Full Profile

QualificationsFirm CRD# 152581

Assets Under Management $100,005,858

No. Of Clients17

Clients Per Financial Advisor3

PEAR TREE PARTNERS, LP is a financial advisory firm situated in Lincoln, Massachusetts. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (FIXED PERCENTAGE OF DISTRIBUTIONS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners