Honoring our region's reputation as a global standard in academic excellence, technological innovation, and financial acumen, we deliver intellectually honest financial advice that employs the finest technology in asset management today, while honoring the time-tested principles that have helped investors build wealth for generations.
Whether you're planning for retirement, funding a child's education, or simply ensuring you'll be protected if something goes wrong, we can help you organize your finances to meet your life goals. Our boutique approach means you have a partner in the process of managing your finances: not an 800 number, but a Certified Financial Planner to answer your questions and help you navigate life's financial challenges.
Whether you're planning for retirement, funding a child's education, or simply ensuring you'll be protected if something goes wrong, we can help you organize your finances to meet your life goals. Our boutique approach means you have a partner in the process of managing your finances: not an 800 number, but a Certified Financial Planner to answer your questions and help you navigate life's financial challenges.
Services
We're structured to fully support you in the pursuit of your financial goals. A dedicated CFP / Wealth Manager serves as your partner, coach, and primary financial guide. Our Managing Partner serves as secondary counsel in planning strategy, portfolio management, and client service. Our Service Specialists assist your scheduling needs, data collection, and financial plan preparation.
Whether you're planning for retirement, funding a child's education, or simply ensuring you'll be protected if something goes wrong, we can help you organize your finances to meet your life goals. We work together in an environment of trust and confidentiality to create meaningful, and ongoing, alignment between your goals and your resources.
We work hard to promote sustainability in all areas of our practice. In our work with clients, this means designing financial plans and portfolios capable of enduring a wide range of life changes and market conditions. For retired clients, sustainability means carefully managing their nest egg to provide for both monthly income and portfolio longevity.
A financial advisor held to the Fiduciary Standard occupies a special position of trust and confidence when working with a client. As a Fiduciary, the advisor is required to act with undivided loyalty to the client. Registered investment advisors (RIA's), like Boston Standard, are held to the Fiduciary Standard by federal law.
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