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.
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
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