S&P500
2562.1
+0.84
+0.03%
 
NASDAQ
6605.067
-19.153
-0.2891%
 
NYSE
12380.323
+9.303
+0.0752%
 
MMM
219.24
+0.97
+0.44%
 
AXP
91.9
-0.18
-0.20%
 
T
35.69
-0.02
-0.06%
 
BA
259.04
-1
-0.38%
 
CAT
131.55
+0.26
+0.20%
 
CVX
118.2
+0.05
+0.04%
 
CSCO
33.75
+0.2
+0.60%
 
KO
46.59
+0.19
+0.41%
 
DD
83.93
0.00
0.00%
 
XOM
82.74
-0.02
-0.02%
 
GE
23.58
+0.46
+1.99%
 
GS
239.99
-2.04
-0.84%
 
HD
163.24
-0.21
-0.13%
 
INTC
40.09
-0.16
-0.40%
 
IBM
160.9
+1.37
+0.86%
 
JNJ
142.04
+1.36
+0.97%
 
JPM
98.11
+0.12
+0.12%
 
MCD
166.5
+0.73
+0.44%
 
MRK
63.75
+0.24
+0.38%
 
MSFT
77.91
+0.3
+0.39%
 
NKE
52.69
+0.39
+0.75%
 
PFE
36.24
+0.41
+1.14%
 
PG
91.59
-0.49
-0.53%
 
TRV
133.17
+3.15
+2.42%
 
UNH
203.25
-1.98
-0.96%
 
UTX
119.49
+0.31
+0.26%
 
VZ
49.21
+0.56
+1.15%
 
V
107.02
-0.78
-0.72%
 
WMT
86.4
+0.18
+0.21%
 
DIS
99.01
+0.76
+0.77%
 
S&P500
2562.1
+0.84
+0.03%
 
NASDAQ
6605.067
-19.153
-0.2891%
 
NYSE
12380.323
+9.303
+0.0752%
 
MMM
219.24
+0.97
+0.44%
 
AXP
91.9
-0.18
-0.20%
 
T
35.69
-0.02
-0.06%
 
BA
259.04
-1
-0.38%
 
CAT
131.55
+0.26
+0.20%
 
CVX
118.2
+0.05
+0.04%
 
CSCO
33.75
+0.2
+0.60%
 
KO
46.59
+0.19
+0.41%
 
DD
83.93
0.00
0.00%
 
XOM
82.74
-0.02
-0.02%
 
GE
23.58
+0.46
+1.99%
 
GS
239.99
-2.04
-0.84%
 
HD
163.24
-0.21
-0.13%
 
INTC
40.09
-0.16
-0.40%
 
IBM
160.9
+1.37
+0.86%
 
JNJ
142.04
+1.36
+0.97%
 
JPM
98.11
+0.12
+0.12%
 
MCD
166.5
+0.73
+0.44%
 
MRK
63.75
+0.24
+0.38%
 
MSFT
77.91
+0.3
+0.39%
 
NKE
52.69
+0.39
+0.75%
 
PFE
36.24
+0.41
+1.14%
 
PG
91.59
-0.49
-0.53%
 
TRV
133.17
+3.15
+2.42%
 
UNH
203.25
-1.98
-0.96%
 
UTX
119.49
+0.31
+0.26%
 
VZ
49.21
+0.56
+1.15%
 
V
107.02
-0.78
-0.72%
 
WMT
86.4
+0.18
+0.21%
 
DIS
99.01
+0.76
+0.77%
 

Relationships that Matter. Counsel You Can Trust.

Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. We were founded to answer the unique challenges that come with wealth, and we continue to provide solutions to our clients’ most important financial questions.

Client Focused
Personalized Planning
Experienced
Independent & Employee Owned
Rigorous Investment Process
Tax Sensitive

With a history spanning more than 40 years, we have learned that life delivers all sorts of financial surprises.  We provide a steady hand and offer the right solutions.

Mike Brown

President & CEO

BFM Volunteers!

September 6, 2017

Thanks to the generosity of Boston Financial Management, four employees were able to transform the playroom at Heading Home’s Economic Mobility Center in Dorchester, MA.

Countless toys and decorations were donated by both individual employees and the firm. The playroom offers a safe space for Boston-area children to play and learn, while parents are utilizing the services offered at the Economic Mobility Center, including job training and placement, life-skills development, financial literacy classes, and asset development. Read More

BFM volunteers: Stacey Walsh, Elizabeth Pedersen, Kristin Vespucci-Case and Marjon Tondravi.

Boston Financial Management ViewPoints

Market Commentary

Financial Pages

Whitepapers

Events

Pin It on Pinterest