Andrew D. 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 of service. 

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 planning.

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.

Andrew 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.

Andrew D. Lee & Co.

30 Monument Square

Concord, MA 01742

Phone: 978-369-9835

Fax: 978-369-9836