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Boston Financial Management, Inc. was established as the successor to a private investment counseling firm founded in 1976. In the more than thirty years since then, we have grown into a successful and highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Our goal is to consistently meet or exceed clients’ investment objectives and expectations over a mutually agreed upon period of time. We believe our dedicated team of highly-skilled individuals with an in-depth knowledge of specific markets and the needs of the client can generate these attractive long-term results. The Boston Financial Management team consists of eight senior equity portfolio managers, one senior fixed income portfolio manager, as well as several financial planning specialists and a Client Services staff of seasoned professionals. We continually invest in the latest state-of-the-art computer systems and software to support our staff with the most effective tools available. These systems also enable our managers to monitor and analyze client accounts on a daily basis as well as provide a variety of client reporting capabilities. The combination of a skilled and conscientious staff dedicated to meeting specific client needs with superior technical capability provides us the flexibility to develop and execute effective investment strategies in today’s rapidly changing economic environment. |
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