Boston Financial Management, Social Media Disclosure

All material posted on our social media networks is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. All investments contain risk and may lose value. Investors should seek professional advice before making any investment.

Boston Financial Management social media programs may follow another user, share or provide hyperlinks to third-party content or “like/favorite/retweet” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance or individuals. Whenever a third-party posts content to our social media properties, the information remains the responsibility of the party submitting the content and does not represent Boston Financial Management’s viewpoints or serve as an indication or guarantee of future results.

Please note that Boston Financial Management is not affiliated with Twitter, LinkedIn or Facebook and has no control over how these and other third party sites use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy/security policies. For your own security, you should never communicate any personal or account information using these channels.

AdvisoryHQ’s “Top 10 Best Financial Advisors in Boston, MA”

AdvisoryHQ was launched in 2015 and is a review and ranking media for the financial advisory, investment, and wealth management sectors. AdvisoryHQ uses a “Top-Down Advisor Selection Methodology” based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. AdvisoryHQ’s review and ranking articles are independently researched and written. Using publicly available sources, AdvisoryHQ identified a wide range of financial advisors, registered investment managers, wealth managers, and financial planners that provide services in the Greater Boston area. After developing a comprehensive list of firms, the AdvisoryHQ review team applied initial methodology filters to narrow down the list. The initial filters include fee structure, fiduciary duty, independence, scale of innovation, trustworthiness, professional reputation and managed assets. Following the initial filtering process, AdvisoryHQ’s review team then conducted a deep-dive assessment of the remaining advisors to select the final list of top-ranking advisors, planners and wealth managers. When performing their deep-dive assessment and due diligence, the team applied the following selection filters: resource availability (including the advisor to client ratio), experience level, transparency, customized services, quality of Advisor’s website, range of provided services, and other factors.

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies