Boston Financial Management

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Boston Financial Management — overview

About

Established in 1976, Boston Financial Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, estate planning, trust planning, tax planning, philanthropic planning, investment management, and family office services. The firm offers advisory services to individuals, high-net-worth individuals, charitable institutions, foundations, endowments, trusts and estates, and business entities. In Q4 2024, Boston Financial Management was acquired by Captrust.

Boston Financial Management - known decision makers (1)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Chief Operating Officer & Chief Compliance Officer	Boston, US			GEN

Showing 1 of 1 known decision makers Boston Financial Management

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