Meet Our Advisory Team
Our Newton-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
If you’re searching for a financial advisor in Newton, MA our team is ready to support your financial goals.
Connect with Us
Financial Planning Solutions is very excited to share that we have joined Beacon Pointe Advisors.
As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.
Managing Directors
Lyman Jackson, CFP®, AIF®
Partner, Managing Director
Lyman is a Partner and Managing Director in the Beacon Pointe Newton, MA office. He specializes in guiding empty nesters through the financial challenges of launching their young adult children while planning for retirement. Lyman tries to help parents clarify what matters most by building strategies that are aligned with their life priorities. In addition, he designs and manages 401(k) plans for small business owners. Lyman brings extensive experience as a CERTIFIED FINANCIAL PLANNER® (CFP®), helping individuals and families make thoughtful financial decisions with confidence. Prior to joining Beacon Pointe, Lyman served as a co-founder of Financial Planning Solutions, LLC. (which joined Beacon Pointe in 2025). Outside of the office, he enjoys leading his local Scout Troop on hiking and camping adventures. He also volunteers for several church finance boards and the board of Conscious Capitalism Boston, Inc. He and his wife have three young adult children and enjoy attending their ultimate frisbee and collegiate volleyball games. Lyman loves the outdoors and spends summers at long-standing family reunions in Wells Beach, Maine, and on Lake Winnisquam in New Hampshire.
Rick Fingerman, CFP®, CDFA®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Newton, MA office. Rick specializes in helping widowed and divorced women build clarity and confidence around their financial lives, offering thoughtful guidance to those navigating major life transitions. With deep experience in retirement planning, college funding, and comprehensive financial wellness, Rick blends deep technical knowledge with a holistic, client-centered approach to wealth management. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Rick served as a Managing Partner and Co-Founder. Rick is a CERTIFIED FINANCIAL PLANNER® (CFP®), and a Certified Divorce Financial Analyst® (CDFA®) with over 30 years of experience helping clients make thoughtful, confident financial decisions at every stage of life. Rick also oversees a long-standing pro bono program at the Dana-Farber Cancer Institute, helping patients navigate the financial challenges that accompany a cancer diagnosis. Through this initiative, over 700 families have received no-cost financial guidance during a critical time. Rick also helps empower women through the Savvy Ladies initiative. He has been featured in the Wall Street Journal, Financial Experts Network, Retirement Daily, Barron’s, Chicago Tribune, The Boston Globe, and Financial Advisor Magazine. Outside of the office, Rick enjoys hiking, reading, cooking, spending time with family, and building furniture.
Wealth Advisors
Andrew Holmes, CFP®, CCPS®, CSLP®
Wealth Advisor
Andrew is a Wealth Advisor in the Beacon Pointe Newton, MA office. He specializes in guiding individuals and families through comprehensive financial planning, with a particular focus on student loan strategies and college planning. As both a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and a Certified Student Loan Professional (CSLP®), Andrew helps clients make informed decisions around education debt. His additional accreditation as a Certified College Planning Specialist (CCPS®) allows him to provide families with strategies to help reduce the cost of college during the critical junior and senior years of high school. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Andrew built his career around helping clients understand and navigate complex financial challenges. He finds deep motivation in seeing others achieve meaningful financial milestones and values the client-centered culture that defines his work. Outside of the office, Andrew enjoys playing co-ed league softball, basketball, and soccer, and spending time outdoors with friends.
Dillon Driscoll
Associate Wealth Advisor
Dillon is an Associate Wealth Advisor in the Beacon Pointe Newton, MA office. Dillon partners with clients to build personalized financial plans that support their long-term goals, bringing a strong analytical foundation and a genuinely client-focused approach to the planning process. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Dillon graduated from Bentley University with a degree in finance and a concentration in personal financial planning. Outside of the office, Dillon enjoys golfing, surfing, playing guitar, and weightlifting, as well as skiing in the winter and water skiing in the summer.
Janet Rhodes Friedman, CFP®, CDFA®
Senior Wealth Advisor
Janet is a Senior Wealth Advisor in the Beacon Pointe Newton, MA office. She specializes in guiding individuals and families through clear, goal-oriented financial planning, helping clients understand their finances and build plans that support their long-term aspirations. She has a particular passion for supporting women with limited financial literacy or those navigating divorce, earning the Certified Divorce Financial Analyst® (CDFA®) designation to deepen her expertise in this area. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Janet built a diverse career across the banking and financial services industry. Her early professional experience includes roles in bank management and lending in the Southeast, followed by earning her MBA from the Tuck School of Business at Dartmouth. She later served in leadership positions at KPMG and Fidelity Investments before discovering her true calling in personal financial planning. Janet holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has been an investment advisor since 2009. Originally from Pittsburgh, Janet was inspired by her mother’s passion for investing and finance, which ultimately shaped her own career path. Outside of the office, Janet enjoys playing tennis, exploring Callahan State Park with her rescue dog, Baron, adventure travel, and attending sporting events.
Client Service & Operations
Maggie Dolan
Relationship Manager
Maggie is a Relationship Manager in the Beacon Pointe Newton, MA office. She brings years of industry experience and is dedicated to delivering exceptional service to clients, assisting with everything from scheduling appointments to account-related questions. Known for her reliable support and client-first mindset, Maggie plays an integral role in ensuring a seamless and thoughtful client experience. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Maggie built a strong foundation in client service, developing a deep appreciation for building meaningful relationships and helping individuals navigate their financial needs. Outside of the office, Maggie enjoys spending time outdoors, road cycling, kayaking, and hiking with her dog. She also loves cooking, whether following a favorite recipe or experimenting with seasonal ingredients, and is an avid sports fan.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
