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 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

Financial Planning and Analysis

Administrative and Coordination

Leadership Team

About

Team members

Other teams at Boston Financial Management, LLC

Financial Planning and Analysis

Administrative and Coordination