“Wisdom” – Seeing the entire picture, applying knowledge, experience and unbiased judgement to personal circumstances for the best possible decisions. GF
Professor Glenn Frank has been helping people create lasting financial portfolios for decades. He
focuses on key areas like goals, financial planning, debt management, home ownership,
insurance, college funding, retirement, income and estate taxes to guide individuals from their
current situation to their desired future. He understands that emotions, peace of mind, legacy, and
purpose are essential components of financial planning. At “Frank” Advising the advice is
always straightforward and honest—pardon the pun!
Glenn currently holds a PFS (Personal Financial Specialist) designation, an MBA, and a MST
(Master’s in Taxation). He was a CFP and CPA for many years. In 2019, he was recognized as
Planner of the Year by the Massachusetts Financial Planning Association and was listed by
Worth magazine as one of the top advisors in the U.S. for a decade. He was the founding director
of Bentley University’s Master’s program in financial planning in 1996 and has taught various
financial courses, including advisor-level portfolio construction, for over 25 years. He has been a
senior member of investment committees for more than 30 years.
In December 2024, Glenn left Lexington Wealth Management. At LWM he served long-term
clients while training colleagues in his role as Director of Education.
Professor Frank has contributed numerous quotes, articles, webinars, and national podcasts. He
authored a book titled “Your Encore,” available on Amazon.
What can you expect? Take 10 minutes to read this article from October 2023 featuring the
Professor: