Lexington, MA Bedford Street Office

Team
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Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,053

Across 229 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Based on Hightower Advisors

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

35 Bedford Street, Suite 15

Lexington MA 02420

Advisors at this office

5

Advisors at this office

user avatar

Jack F

CFP®

Lexington, MA

Hightower Advisors

Jack Freedman is a CFP® affiliated with Hightower Advisors in Lexington, MA, with two years of industry experience. Prior to joining Hightower in 2024, he worked at Bickling Financial Services for three years. Outside of his advisory role, he owns a marketing company called Creatore LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Ashley H

Series 63, Series 65, Series 66

Lexington, MA

Hightower Advisors

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Dorothy B

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Spencer B

CFP®, Series 63

Lexington, MA

Hightower Advisors

Spencer Betts is a financial advisor with Hightower Advisors in Lexington, MA, holding the CFP® designation and Series 63 license. He has 26 years of industry experience, including prior roles at LPL Financial, Purshe Kaplan Sterling Investments, and Dietz & Lynch Capital. Betts is also a partial owner of Bickling Financial Services, where he provides financial advisory services and serves as Chief Compliance Officer. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features tailored to complex portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Patrick H

CFP®, Series 63, Series 66

Lexington, MA

Hightower Advisors

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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