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 Welcomes New Member to the Team!

July 11, 2018

Abigail M. Psyhogeos

Managing Director

As a Managing Director and Wealth Manager, Abby works with individuals and multi-generational families. She is responsible for helping clients achieve their investment and wealth management goals to include setting asset allocation across individual accounts, as well as developing and monitoring estate planning and philanthropic strategies. READ MORE

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