Jackson Financial Advisors, Inc. is an independent firm specializing in financial planning and investment advice for individuals and families, and 401(k) plans for small businesses in the Greater Boston/MetroWest regions of Massachussetts.

Lyman H. Jackson, CFP®, MBA, is the firm's founder and president. He takes a thoughtful, consultative approach to helping clients assess their situation and build a plan to achieve their long-term financial goals with confidence.

A 20-year veteran of four major investment firms in Boston, Mr. Jackson has a particular perspective on what it takes to financially independent. He uses this experience to construct solid plans that are customized to each client situation. His approach is driven by fact that one's finances are not an end, but a means to an end. Mr. Jackson is devoted to helping his clients capitalize on opportunities and being prepared to weather downturns when they occur.

Contact us for a consultation regarding our Workplace Retirement Plans, Individual Financial Planning, and Investment Advice:

Call 617-630-4978 or click here to send us an email