Altschuler Financial Services was founded by James Altschuler in 1994. We are a financial advisory firm serving clients in the greater Boston area and its suburbs. One of the reasons we chose to locate in Lexington was because the town symbolizes our independent thinking. As your trusted financial advisor, we know how important it is for us to be independent while helping you achieve your financial goals.

We are constantly educating ourselves and our clients about Financial Planning issues. We have developed this website with that in mind. Please feel free to read about how we develop a plan to manage your assets in our Asset Management section. Check out our Financial Library and Links pages. They are full of interesting articles, IRS links and financial calculators for you to use. Of course, you should consult a financial advisor you can trust with all the complex issues wealth creates. That’s what we are here for.

Feel free to contact us for a consultation.