Relationships that Matter. Counsel You Can Trust.

Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and 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.

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