Jason Lilly, MBA, CFA, CFP®

Guiding Wealth with Purpose and Precision | Fee only | Fiduciary

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Tenere Wealth Advisors Jason Lilly, MBA, CFA, CFP®
Barnstable, MA

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

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.