Michael B. Stephens, CWS®

Managing Director

Full Bio

As a Managing Director and Wealth Manager, Mike is responsible for managing the portfolios of individual, family, and institutional clients as well as growing new client relationships.

Mike joined Boston Financial Management in 2016 from Emerson Investment Management and has over 10 years of experience in wealth management. He has worked for several boutique advisory firms, performing a variety of duties, including the management of client relationships, research and portfolio allocation. 

Mike received his Bachelor’s degree from Columbia University and is a Certified Wealth Strategist®. 

Industry Accreditation & Affiliations

Boston Estate Planning Council

Haggle, Inc. – Board Member

Adhark – Advisory Board

Financial Planning Association 

Charitable & Community Involvement

Community Board for The Fund for Wellesley

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