Ledgewood Financial is dedicated to helping individuals, families, and business owners preserve their legacy and lifestyle through fully integrated, comprehensive financial planning. Our team specializes in investment management, tax strategy, risk management, estate planning, and business succession planning.
At Ledgewood, they believe that great planning starts with listening. They take the time to understand your goals and values, then build a personalized financial plan to help you pursue the future you envision with clarity and confidence.
Founded by Gil Gallant and Brian Doherty, Ledgewood Financial brings nearly 30 years of experience serving clients throughout the Greater Boston area. Jackson Gallant joined the firm in 2024 after working in the financial services industry since 2018. All three advisors are CERTIFIED FINANCIAL PLANNER™ professionals, offering trusted, credentialed expertise across all areas of wealth management.
Please join the Chamber in welcoming Ledgewood Financial to its membership!
Ledgewood Financial
100 Conifer Hill Drive, Suite 307
Danvers, MA 01923
978-716-1372
jackson@ledgewoodfinancial.com
