Moody, Lynn & Lieberson

Moody, Lynn & Lieberson

Todd Moody, James Lynn, and Richard Lieberson founded the firm in 1989, establishing a practice that has remained anchored in Boston for over three decades. The firm was built to serve high-net-worth individuals and institutional clients through a dual lens of investment advisory and estate planning. Its structure as a registered investment advisor places it outside the balance-sheet constraints of a bank, allowing it to act as a fiduciary to families and private trusts without proprietary product pressure. The firm constructs multi-asset portfolios spanning public equities, fixed income, and alternative investments, with a particular emphasis on private investment funds. Its client base includes trusts and private pooled vehicles, indicating a model that favors commingled access to institutional-quality managers over purely direct investing. While specific holdings remain unlisted, the firm's long tenure and Boston location suggest established relationships with the city's deep bench of alternative asset managers. It serves clients across the United States from its single Boston office, with no disclosed international footprint. The firm has maintained a deliberately low profile, with no public record of AUM or headcount growth milestones in recent years. Its website provides no team biographies or investment track records, reflecting a word-of-mouth client acquisition strategy common among boutique RIAs serving multi-generational wealth. No adjacent philanthropic vehicles, club memberships, or operating businesses are publicly associated with the firm. What distinguishes Moody, Lynn & Lieberson is its endurance as a founder-named partnership in an industry segment that has undergone rapid consolidation. While many boutique advisors have sold to roll-up platforms or bank wealth divisions, the firm has retained its original name and independence since 1989. This persistence implies a governance structure built around intergenerational client relationships and a deliberate choice to forgo scale in favor of continuity.