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
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 News

Please join us in congratulating Alisa Kim O’Neil, JD, CTFA, AEP®, and Kathy M. Sablone, JD, AEP®

Alisa Kim O’Neil, JD, CTFA, AEP®, was recently named to the Board of Overseers at Beth Israel Deaconess – Milton Hospital.

We are also pleased to announce that Alisa Kim O’Neil, JD, CTFA, AEP®, and Kathy M. Sablone, JD, AEP® have received their designations as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners and Councils. The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.

Alisa Kim O’Neil

Kathy M. Sablone

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