Choose Boston Portfolio Advisers As Your Financial Advisor
Boston Portfolio Advisers is an independently-owned, fee-only wealth management firm that has been providing financial advisor services for over 20 years. Our clients choose Boston Portfolio Advisers as their financial advisor because all of our decisions are unbiased and our only focus is on building and maintaining our clients’ wealth. Because we are fee-only financial advisors, Boston Portfolio Advisers only receives compensation based on the current value of client accounts.
Experienced Financial Advisor
Choosing a financial advisor can be challenging and you should do your due diligence to find the right one. Your financial advisor should be someone who makes your financial well-being their top concern, who has the qualifications and experience to manage your money properly, and who has the fiduciary standard of putting your interests above our own. Boston Portfolio Advisers’ team has over 55 years of combined experience as financial advisors, and since we are a fee-only independent financial advisor, we don’t receive any compensation from asset management firms. We work with individuals and families as an financial advisor to help them meet their personal, retirement and charitable goals. We also provide objective advice to retirement plan sponsors who seek professional investment expertise from an experienced financial advisor.
Trustworthy Financial Advisor
Every individual’s and family’s financial needs are unique, and as your financial advisor we’ll work with you to maximize your returns while controlling your risk and minimizing your investment expenses. We treat your portfolio as if it were our own and use only publicly traded mutual funds, ETFs, stocks and bonds to manage client portfolios. All client assets are held by large, well-known third-party custodians to ensure the security of your assets.
If you’re looking for an experienced, trustworthy financial advisor, please call 617.227.7807 or email today to request a consultation and learn how Boston Portfolio Advisers can help you build and maintain your wealth.
Our Pledge to Clients
- We will treat your portfolio at Boston Portfolio Advisers as if it were our own.
- We will invest for the long-term by always striving to maximize returns while controlling risk.
- We will seek to minimize your investment expenses.
- We will not accept any payments or anything of value from third parties that might influence the investments in your portfolio.
- We will invest our personal assets in parallel with yours.