Needham Advisory Corp
About
Needham Advisory Corp is a fee-only investment management and financial planning firm that acts as a fiduciary for its clients, meaning it is obligated to act in their best interests. It builds portfolios around each client’s individual goals, risk tolerance and investment horizon, and pairs that investment work with planning to help clients organize their financial lives, both now and in retirement, with personalized attention throughout.
The process starts with a personalized financial plan, followed by an asset allocation strategy that aims to balance risk and reward. Securities are selected for each client’s specific situation, and portfolios are rebalanced proactively, with clients kept informed of changes. Regular check-ins keep the plan on track as circumstances evolve, so the advice adjusts when life does. The firm’s team includes a senior trust administrator alongside its investment staff.
What to Know
- Because it is fee-only, the firm does not earn commissions on the investments it recommends.
- New clients begin by scheduling a consultation.
- It is a member of the Lexington Chamber of Commerce.
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