Beaumont Financial Partners LLC

Beaumont Financial Partners LLC (CRD# 108345) is a financial advisory firm headquartered in Needham, MA. They manage $1,394,613,562 in 2,816 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,395
    MILLION
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

Financial Advisors at Beaumont Financial Partners LLC
Showing 1 - 10 of 32 top financial advisors.
1
Robert S. Alimena
CRD#: 4935476
Huntington Station, NY
96
Wealthminder
score

Robert Alimena (CRD# 4935476) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Huntington Station, NY and has over 11 years of experience in the finance industry. Robert Alimena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brandon G. Beauvais
CRD#: 4571210
250 1st Avenue, Suite 101, Needham, MA 02494
96
Wealthminder
score

Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.

3
Peter M. Girard
CRD#: 2603020
250 1st Avenue, Suite 101, Needham, MA 02494
96
Wealthminder
score

Peter Girard (CRD# 2603020) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 21 years of experience in the finance industry. Peter Girard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John F. Barber
CRD#: 5764782
250 1st Avenue, Suite 101, Needham, MA 02494
93
Wealthminder
score

John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 5 years of experience in the finance industry.

5
Timothy J. Bottomly
CRD#: 4842348
250 1st Avenue, Suite 101, Needham, MA 02494
93
Wealthminder
score

Timothy Bottomly (CRD# 4842348) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 10 years of experience in the finance industry.

6
Adam J. Bourk
CRD#: 4248439
250 1st Avenue, Suite 101, Needham, MA 02494
93
Wealthminder
score

Adam Bourk (CRD# 4248439) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 16 years of experience in the finance industry.

7
Keefe D. Buchanan
CRD#: 5561965
Fort Lauderdale, FL
93
Wealthminder
score

Keefe Buchanan (CRD# 5561965) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.

8
James J. Bulger
CRD#: 2754119
Wayne, NJ
93
Wealthminder
score

James Bulger (CRD# 2754119) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Wayne, NJ and has over 8 years of experience in the finance industry.

9
Richard L. Darr
CRD#: 4294239
250 1st Avenue, Suite 101, Needham, MA 02494
93
Wealthminder
score

Richard Darr (CRD# 4294239) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 7 years of experience in the finance industry.

10
Robert J. Depascale
CRD#: 4533196
250 1st Avenue, Suite 101, Needham, MA 02494
93
Wealthminder
score

Robert Depascale (CRD# 4533196) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 13 years of experience in the finance industry.

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