# Financial Solutions Associates

Financial Solutions Associates is a Bank / Wealth / Trust based in Dedham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dedham, United States
- **Region:** North America
- **Address:** Dedham, MA, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** financialsolutions.net
- **LinkedIn:** https://www.linkedin.com/company/alexander-burke-cfp%c2%ae-b1221b13

## Regulatory record

- **CRD number:** 130397
- **SEC file number:** 801-121840
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130397

## About

Founded in 1993, Financial Solutions Associates is a Dedham-based wealth management firm that serves individuals, high-net-worth families, and private entities. The firm was established as an independent advisor, avoiding the proprietary-product conflicts that define bank-owned wealth practices. Its client base is concentrated in the New England region, with a service model that ties portfolio management directly to long-term financial planning rather than treating them as separate engagements. The firm's strategy centers on multi-asset-class portfolio construction for private clients. Public equities, fixed income, and mutual funds form the core allocations, with manager selection driven by a mix of quantitative screening and direct due diligence. The firm does not run commingled proprietary funds; instead, it builds client portfolios from third-party investment vehicles and individual securities. This open-architecture approach lets the team avoid the asset-gathering pressure that shapes in-house product shops. Geographic focus remains domestic, with clients concentrated in Massachusetts and the broader Northeast corridor. Financial Solutions Associates operates as a lean, privately held practice. The firm does not disclose total assets under management, a common posture for wealth advisors that rely on long-term client relationships rather than institutional fundraising cycles. Its Dedham headquarters, located roughly 15 miles southwest of Boston, places it near a dense concentration of accumulated wealth in the region's suburban professional class but outside the cost structure of a downtown financial-district office. The firm's structural differentiator is its independence. Without a parent bank, insurance company, or asset manager directing product flows, client portfolios are assembled without the embedded incentives that can bias allocation decisions in larger financial conglomerates. Succession risk is the open question — the firm's longevity without publicly named next-generation leadership or a disclosed continuity plan leaves its long-term independence tied to a small number of senior decision-makers.

## Sectors

- Wealth Management

## Questions

### Does the firm manage proprietary funds or use third-party investment products?

Financial Solutions Associates operates an open-architecture model, constructing client portfolios from third-party mutual funds, ETFs, and individual securities rather than pushing proprietary in-house funds. This independence from product manufacturing reduces the conflict between asset-gathering incentives and client allocation decisions.

### What is the firm's geographic footprint?

Financial Solutions Associates operates from a single office in Dedham, Massachusetts, roughly 15 miles southwest of Boston. Its client base is concentrated in Massachusetts and the broader New England region. The firm does not maintain additional offices or a national footprint.

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Last updated: 2026-06-03T20:00:00.000Z

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