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

Louis P. Crosier

Julie Dunn

Patty Johnson

Theodore Shediac

Kc King

Jonathan Cottrell

John Goldthwait

Jeremy Glenn

Dana Clark

Brian Walsh

Aep® Susan Black Cfp®, Cap®

Alan MacDonald

Abby Psyhogeos

Kathleen Sablone

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

Leadership Team

Administrative and Coordination

Financial Planning and Analysis

About

Team members

Other teams at Boston Financial Management, LLC

Leadership Team

Administrative and Coordination