One Team. Focused on You.

Boston Financial Management is comprised of a multi-disciplinary group of credentialed professionals. We assign a dedicated team to each of our client relationships to coordinate the different areas of your finances, provide a 360° view of your needs, and work with you to develop the best strategy for achieving your goals. Your dedicated BFM Team is always available to help you.

Our Teams

Portfolio Managers

Investment & Research

Planning & Trust Services

Client Service & Operations

Executive Management

Administration

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