120 YEARS. ONE FOCUS. 

Since we opened our doors in 1901, we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. 

Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead.

“We believe that Baystate Financial's greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out,”  David C. Porter, Managing Partner.

Baystate is headquartered in Boston MA, and has 16 office locations throughout New England.   Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.

Learn more about Baystate Financial here:
http://www.baystatefinancial.com/

Securities and investment advisory services through MMLIS member SIPC (www.sipc.org).  Baystate Financial is not a subsidiary or affiliate of MMLIS, or its affiliated companies.  Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116  617-585-4500

Business Development

Crowdfunding

Investment Management

Venture Capital

Baystate Financial

Dave Porter

Greg Meahl

Bryan Morrell

Andrew Cleary

Alan R. Roycroft

Robert L. Porack

The Financial Planning Team at Baystate Financial specializes in creating comprehensive financial strategies tailored to meet the unique needs of their clients. They focus on providing clarity regarding financial goals, leveraging assets and income efficiently, and fostering financial independence. The team collaborates closely with clients to develop, implement, and monitor plans for wealth building, protection, and distribution, ensuring informed decisions are made for complex financial situations.

Financial Planning Team

Management and Partner Operations

Operations and Management Team

Financial Planning Team

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Team members

Other teams at Baystate Financial

Management and Partner Operations

Operations and Management Team