Long term investments. Long term relationships.
Whether you are looking to grow your assets or preserve your lifestyle and legacy, active, conscientious management can provide peace of mind. Boston Financial Management’s team collaborates with all of your advisers, asks the tough questions, and passionately pursues the right moves to help you achieve your goals.
Many of our clients represent multiple generations within the same family. We pride ourselves on providing creative and honest advice whether our clients are just beginning to allocate assets for college or enjoying retirement.
I work with many people who are planning for retirement or looking for ways to preserve their legacy, and I enjoy learning about their successes. We take pride in caring for each family member as they grow and begin their own families.Brad Gardner
Listening is our first priority. Once we understand your perspective, we can put our professional expertise and personal experiences to work for you. BFM provides objective, credentialed advice to people who need to make sense of the complicated financial world. Our goal is to make sure you can enjoy your success.
- INVESTMENT MANAGEMENT
- CUSTOMIZED ASSET ALLOCATION
- EMPHASIS ON INDIVIDUAL SECURITIES
- TRANSPARENT REPORTING
Life is filled with challenges and changes. Some come by surprise, but even anticipated life events take preparation. BFM has been helping people plan for what’s next for more than 40 years. Although we cannot predict the future, we have had a lot of experience planning for it.
- CUSTOMIZED CASH FLOW ANALYSIS
- RISK TOLERANCE EVALUATION
- ESTATE PLAN REVIEW
- WEALTH TRANSFER
- CHARITABLE PLANNING
Boston Fiduciary Services, LLC, a subsidiary of BFM, is supported by the BFM Fiduciary Committee, which is comprised of highly skilled, experienced, and credentialed professionals. Our team offers all the benefits of a professional trustee starting with oversight on all fiduciary matters where we are named as trustee, and including the continuity of long-range administration to position your trust assets to meet your needs.
- TRUST MANAGEMENT-PERSONAL & CHARITABLE
- TRUST DOCUMENT REVIEW
- FIDUCIARY OVERSIGHT
- CUSTODY SERVICES
For our high net worth clients who are looking for a financial quarterback, BFM offers some advanced services ranging from organizing family meetings to monitoring outside assets. Additionally, we have relationships with an extensive network of experts including sophisticated and well-respected attorneys, accountants, and other talented specialists with unique expertise to help your family.
- INSURANCE REVIEW
- CASH FLOW MANAGEMENT
- PHILANTHROPIC STRATEGIES
- EXECUTIVE COMPENSATION ANALYSIS
BFM applies personalized management principles to managing assets for endowments, nonprofits, and institutional funds. Our team conducts thorough research, intelligent analysis and review, and provides data-driven results with transparent reporting. With an average of 26 years investment experience, our team of CFAs currently manages assets for libraries, schools, churches, nonprofits, small institutions, and unions.
- INVESTMENT POLICY STATEMENT DEVELOPMENT, MAINTENANCE & MONITORING
- GOVERNANCE EFFORTS
- BEST PRACTICE ADVICE
- DEDICATED ADMINISTRATIVE SUPPORT