Boston Financial Management LLC

Boston Financial Management, LLC is an independent wealth management firm established in 1976, offering investment management, financial planning, estate planning, and trust services to individuals, families, endowments, and not-for-profit organizations. The firm provides customized financial plans based on clients' financial situations and investment objectives, offering various strategies such as High Quality Dividend Appreciation, International Equity, and Global Impact Asset Allocation. Boston Financial Management acts as a fiduciary, putting clients' interests first and providing services on a discretionary and non-discretionary basis. The firm charges fees ranging from 0.40% to 1.25% of assets under management, payable quarterly. Clients may impose restrictions on investments, and the firm honors these directives. Additionally, Boston Financial Management offers estate and financial planning services, including cash-flow analysis, retirement planning, and trust administration. The firm participates in wrap fee programs and sub-advisory agreements with third-party advisors. Clients are recommended to have a minimum relationship size of $2,000,000 to benefit fully from the firm's services. Boston Financial Management emphasizes long-term investment strategies, focusing on equity, fixed income, and alternative investments to mitigate risk and provide reliable returns. The firm's investment philosophy is centered on finding high-quality businesses and aligning investments with clients' ESG preferences. Clients receive regular account reviews, and the firm votes on proxies to maximize shareholder value. Boston Financial Management has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.