Jason Lilly, MBA, CFA, CFP®
Guiding Wealth with Purpose and Precision | Fee only | Fiduciary
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Serving Clients Nationwide
Guiding Wealth with Purpose and Precision | Fee only | Fiduciary
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jason Lilly, MBA, CFA, CFP®
Hi, I'm Jason Lilly. I grew up watching my parents pour everything they had into building small businesses from the ground up. Their work ethic was inspiring. But even with their success, true financial security always felt just out of reach. What was missing? A cohesive plan to bring it all together.That experience stayed with me. It’s what led me to this work - helping people like my parents turn a lifetime of effort into lasting peace of mind. It’s work that’s deeply meaningful to me, and one of the best decisions I’ve ever made.
The Essentials:
▪️ Over 25 years' experience in wealth management
▪️ Charter Financial Analyst (CFA)
▪️ Certified Financial Planner (CFP®)
▪️ M.B.A., Arizona State University
▪️ B.S., Resource Economics, University of Massachusetts, Amherst
I began my professional journey at The Vanguard Group, as a financial planner, then moved into investment and portfolio management at Rockland Trust. Before Tenere I led a 40-person wealth team at Cape Cod 5, overseeing $2 billion in client assets.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
Affiliations
- CFA Institute
- CFP Board
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
100 Independence Drive, Suite 7-958 Hyannis, MA 02601
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a complimentary discovery call. You can expect an engaging, productive conversation with no pressure. Our goal is to educate and inform. At the conclusion you should feel more knowledgeable and energized about your financial situation. I look forward to speaking with you.Offers Investment Management
Yes
About Tenere Wealth Advisors
At Tenere Wealth Advisors, I partner with clients to turn complex financial questions into clear, actionable strategies—especially around retirement timing, income planning, and tax efficiency. The goal isn’t just to create a plan, but to help ensure confident decisions at every stage of life.Why Tenere?
Welcome to a wealth management experience that is as unique as you are.
We are a small client-centric firm big on service, care and loyalty and have extensive experience with a diverse range of clients and situations.
Our name comes from the Latin tenēre—"to hold", “to keep” or “to place great importance upon” and connects to our core values of care, competence, loyalty, and the commitment we place on our client’s financial wellbeing. It reflects our belief that wealth is more than numbers—it's what supports your life, your values, and those you love.
Our Services
We guide individuals and families through every phase of wealth. Our approach is intentionally holistic, designed to guide you to and through financial independence.
✔️ Financial Planning Service
This service is best for those looking to develop a goal-based financial plan. This service offers targeted analysis, advice and guidance over a limited timeframe. This service is for those who prefer limited engagement and want to implement and monitor on their own.
✔️ Retainer Service
For those with accumulated wealth. This service provides an in-depth comprehensive financial plan covering all relevant issues with some ongoing support. This service is best for those who want comprehensive guidance with regular check-ins and prefer to implement and monitor on their own.
✔️ Wealth and Investment Service
For those looking for ongoing wealth, advisory and asset management services. This service is best for those looking to delegate the implementation, monitoring and day-to-day management of their comprehensive financial plan.
Education
Arizona State University, Master of Business Administration (MBA), Finance, General | University of Massachusetts Amherst, Bachelor's degree, Natural Resource Economics
Hobbies and Interests
- Beach
- Cycling
- Eating Out
- Exercising
- Family
- Hiking
- Reading
- Running
- Swimming
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Non-Traditional Clients
- Parents
- Women in Transition
- Young Families
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