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.
WHAT WE BELIEVE IN
Service that is worthy of our friends and family.
We treat clients as members of our extended family, asking ourselves what is best for them – not what is best for us.
The simplicity and ease of one integrated solution.
We deliver a comprehensive solution for a single fee that integrates investment and estate and financial planning.
A deeper level of engagement.
In addition to a senior service team, clients have access to the depth and breadth of the firm’s formidable brain trust.
Becoming your lifelong financial advocates.
We ask questions, dig deep and listen closely to create a plan that supports the ever-changing lives of people and families.
Having skin in the game.
Our employee-owned model means: no proprietary products to sell, and no outside shareholders to appease.
Investing with conviction.
We create portfolios comprised of high quality¹ investments that we know, understand and have a deep conviction in.
¹BFM defines High Quality companies as those that share similar attributes, including but not limited to a demonstrated history of stable and growing cash flow and high returns on invested capital; stable business models, which we believe are relatively less exposed to economic gyrations and competitive threats; companies which our research team perceives to have competitive advantages that suggest sustainable profitability well into the future; low capital intensity and conservative balance sheets; and employee compensation aligned with shareholder interests. While the securities in which BFM invests typically share some of these characteristics, these are not required for inclusion in our strategies.
BFM at a glance
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.
Boston Financial Management was founded to address the unique challenges that come with wealth. For over 40 years we have treated our clients like extended family. Doing what is best for them is our highest priority.