Lee & Co. is a national boutique consulting firm specializing in
financial strategies for businesses and individuals. We have access
to a dedicated and extensive network of lawyers, estate planners,
tax counselors, and insurance specialists. This, team approach to
financial strategies provides our clients with an unparalleled level
Our clients are Fortune 1000 companies
and privately owned, multi‑generational family enterprises. Based
out of Concord, MA, Andrew D. Lee & Co. serves businesses from coast
to coast with a level of personal attention and quality that is
unsurpassed. We are a member of the Association for Advanced
Life Underwriting (AALU); a professional association of
practitioners, attorneys and other professionals whose mission
is to promote, preserve and protect advanced life insurance
Andrew D. Lee is a founding co‑sponsor
of the Center for Family Business at the University of New Hampshire.
Through these associations, Mr. Lee and his team have personally
advised family owned business in the areas of financial strategies,
family dynamics, tax implications of decisions, and management concerns.
D. Lee & Co. takes great pride in providing financial strategies
with the highest level of integrity and with the greatest access
to today's professional and technological resources.