by Boston Financial Management | Apr 27, 2022 | Financial Life 101
UTMA vs. 529 Plans: Which is Best for Your Family? By Kristina L. Foreman, JD, CTFA, Estate and Financial Planner and Timothy J. Gray, Associate Wealth Manager A new addition to the family is always cause for celebration, though a common concern amongst parents and...
by Boston Financial Management | Mar 30, 2022 | BFM Insights
A Q&A with Lindsy Owens, Estate and Financial Planning Associate Many clients come to Boston Financial Management (“BFM”) with one question in mind; “How do I plan for the unpredictability of the future?” Lindsy Owens, Estate and Financial Planning Associate at...
by Boston Financial Management | Feb 3, 2022 | In the News
Patricia M. Ferris Vice President of Client Service and Training BIO Jeremy S. Glenn Managing Director BIO Boston Financial Management welcomed two new team members in January 2022. Patricia Ferris joins as the Vice President of Client Service and Training, and Jeremy...
by Boston Financial Management | Mar 24, 2021 | Special Edition
In January, BFM welcomed Daphnie Morcy to the team as the firm’s Intern. Daphnie works alongside each department, helping with various projects and learning about wealth management. We recently sat down with Daphnie to chat a bit further about who she is, and what her...
by Boston Financial Management | Jan 8, 2021 | In the News
Katie Exchange, CFP® plays a critical role in the delivery of investment and wealth management services to clients. She was recently featured in January’s edition of Maine Home + Design discussing financial planning over a client’s lifetime. Read her full Q&A on...
