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Boston Financial Management, LLC (BFM ) Overview

Type

Multi Family Office

Year Founded

1976

General Information

Boston Financial Management, LLC (BFM ) is a multi-family office headquartered in Boston. The firm provides wealth management and investment advisory services to high-net-worth individuals, families, and business owners. With a team of experienced professionals, BFM addresses complex financial needs across generations—offers tailored strategies that integrate portfolio management, estate planning, and family governance to support long-term capital preservation and growth.

Contact Information

Year Founded:
1976

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Boston, United States

Portfolio & Notable Allocations


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