Wealth Management for Individuals, Families and Organizations

Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 725, Boston, MA 02108

Financial Management

Financial Management

Choose Boston Portfolio Advisers For Your Financial Management

Boston Portfolio Advisers is an independently-owned, fee-only wealth management firm that has been providing efficient and effective financial management services for over 20 years. Our clients select Boston Portfolio Advisers for financial management services because we plan, organize, and direct our clients’ financials as their agent, not as a principal, which means we are subject to the fiduciary duty of serving their interests alone. Every decision we make in regard to our clients’ financial management is completely unbiased, made only with the goal of building and maintaining our clients’ wealth.

Experienced Financial Management

Boston Portfolio Advisers’ team has over 55 years of combined experience in financial management, and since we are a fee-only independent advisor we don’t receive any compensation from asset management firms. We work with individuals and families to help them meet their personal, retirement and charitable goals. We also provide objective advice to retirement plan sponsors who seek professional financial management expertise from an experienced advisor.

Boston Portfolio Advisers has the qualifications, experience, and fiduciary standard of putting your interests above our own to provide exceptional financial management. We treat your portfolio as if it were our own.

Financial Management Services You Can Trust

Our financial management services include managing and securitizing portfolio assets to optimize financial returns, improving asset performance, managing and reducing the risk of loss while minimizing our clients’ investment expenses. Every individual’s and family’s financial management needs are unique, and our advisors will create and manage a portfolio to help you meet your financial goals. Boston Portfolio Advisers uses only publicly traded mutual funds, ETFs, stocks and bonds to manage client portfolios and all client assets are held by large, well-known third-party custodians to ensure asset security.

For experienced, trustworthy financial management, please call 617.227.7807 or email today for a consultation and learn how Boston Portfolio Advisers can help you meet your financial goals.


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.