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 Operations and Management Team at Baystate Financial is responsible for ensuring the seamless execution of day-to-day business functions to support the firm's mission of helping clients achieve financial clarity and independence. This team manages administrative tasks, oversees account operations, designs strategic marketing initiatives, and facilitates business development. By fostering an efficient and collaborative work environment, they enable advisors and other associates to provide exceptional service to clients across New England.

Operations and Management Team

Management and Partner Operations

Financial Planning Team

Operations and Management Team

About

Team members

Other teams at Baystate Financial

Management and Partner Operations

Financial Planning Team