Boston Financial Management, LLC

Founded in 1976, Boston Financial Management (BFM) is a Massachusetts-based registered investment adviser (RIA) that offers comprehensive wealth management services to individuals, families, endowments, and foundations. Their services include investment management, financial planning, and trust and estate planning. In early 2024, the firm was acquired by and became a subsidiary of BNY Mellon Wealth Management, aiming to enhance its service offerings while maintaining its client-centric approach.