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.
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
BFM’s Estate & Financial Planning group is anchored by credentialed estate planning attorneys and experienced financial planners. Armed with customized financial modeling and legal experience, we work with our clients to develop options, implement plans, then monitor to keep plans in line with goals.