by Boston Financial Management | Feb 12, 2018 | Announcement
Brian J. Walsh, CFP® Managing Director As a Managing Director and Wealth Manager, Brian works with individuals and multi-generational families. He is responsible for helping clients articulate their investment and wealth management goals and develop strategies to help...
by Boston Financial Management | Nov 21, 2017 | Announcement, Community Outreach
Last week, Boston Financial Management had the honor of receiving “Business Partner of the Year” from South Shore Conservatory and Duxbury Music Festival. For over a decade, Boston Financial Management, with the support of Dick and Sheila Morse, have...