Jackson Financial Advisors, Inc. is an independent financial planning firm that takes a thoughtful, consultative approach to planning one’s finances. We specialize in creating comprehensive financial plans that help our clients become more confident in their financial future.

You do not have to be super wealthy to do business with Jackson Financial Advisors. The firm's clients are upper middle-income individuals, families, small business owners in the Greater Boston/MetroWest regions of Massachusetts.

Jackson Financial Advisors provides high quality, custom planning services without the higher overhead often associated with some large, brand name firms. At the same time, we use many of the same state-of-the-art resources employed by these same firms. 
 

Lyman H. Jackson, CFP®, MBA, is the firm's founder and president. Mr. Jackson has spent nearly his entire career as an advocate for shareholders and individual investors. Combined with the firm's fiduciary role as a Registered Investment Advisor, clients can benefit from this unique perspective which requires clients' interests be placed first.

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

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