We dedicate ourselves to wealth management  for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. 

Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a 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.

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Investment Management

Boston Financial Management, LLC

Boston Financial Management, LLC's headquarters in Boston, MA, United States

Kathleen Sablone

Alan MacDonald

Dana Clark

John Goldthwait

Julie Dunn

Aep® Susan Black Cfp®, Cap®

Jonathan Cottrell

Kc King

Kristina Foreman Jd, Ctfa

Ali Russo

Tim R.

The Leadership Team at Boston Financial Management, LLC comprises experienced professionals who oversee the strategic direction, policy formulation, and overall management of the firm. This team ensures that the company's wealth management services are delivered with excellence, upholding the firm's commitment to client relationships and service quality. They play a crucial role in guiding the firm's growth, regulatory compliance, and operational efficiency to fulfill the financial planning and investment needs of their clients.

Leadership Team

The Financial Planning and Analysis team at Boston Financial Management, LLC is responsible for developing, implementing, and monitoring comprehensive financial strategies to optimize clients' wealth management. They analyze financial data, provide insights on investment opportunities, and create personalized financial plans to meet the long-term goals of individuals, families, and endowments, ensuring an unmatched level of client service and satisfaction.

Financial Planning and Analysis

The Administrative and Coordination team at Boston Financial Management, LLC is responsible for streamlining daily operations and ensuring efficient communication within the company. This team addresses client needs by managing schedules, organizing meetings, handling documentation, and supporting various administrative functions to maintain seamless service and client satisfaction.

Boston Financial Management, LLC

Org chart

Teams

Leadership Team

Financial Planning and Analysis

Administrative and Coordination

Offices

Boston Financial Management, LLC

Org chart

Teams

Leadership Team

Financial Planning and Analysis

Administrative and Coordination

Offices

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