Boston Financial Management LLC

Boston Financial Management LLC (CRD# 112360) is a financial advisory firm headquartered in Boston, MA. They manage $1,899,987,125 in 1,998 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,900
    MILLION
  • Total Number of Accounts
    1,998
    ACCOUNTS
  • Average Account Value
    $950,945
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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, CT, FL, GA, LA, MA, MD, ME, NC, NH, NY, PA, RI, TX, VA, VT, WA

Financial Advisors at Boston Financial Management LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jonathan D. Lynch
CRD#: 4660067
One Winthrop Square, Boston, MA 02110
96
Wealthminder
score

Jonathan Lynch (CRD# 4660067) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 14 years of experience in the finance industry.

2
Janell Phillips
CRD#: 2378496
One Winthrop Square, Boston, MA 02110
96
Wealthminder
score

Janell Phillips (CRD# 2378496) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 24 years of experience in the finance industry.

3
Karen R. Bottar
CRD#: 2194616
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Karen Bottar (CRD# 2194616) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 25 years of experience in the finance industry.

4
Dana F. Clark
CRD#: 4743363
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Dana Clark (CRD# 4743363) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 13 years of experience in the finance industry.

5
Jennifer A. Eustance
CRD#: 5036842
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Jennifer Eustance (CRD# 5036842) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 12 years of experience in the finance industry.

6
Bradford Gardner
CRD#: 2441759
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Bradford Gardner (CRD# 2441759) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 23 years of experience in the finance industry.

7
Geoffry A. Juviler
CRD#: 2137134
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Geoffry Juviler (CRD# 2137134) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 26 years of experience in the finance industry.

8
Clarence H. King
CRD#: 2103936
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Clarence King (CRD# 2103936) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 26 years of experience in the finance industry.

9
Stacy A. Reinhart
CRD#: 718888
One Winthrop Square, Boston, MA 02110
93
Wealthminder
score

Stacy Reinhart (CRD# 718888) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 8 years of experience in the finance industry.

10
Timothy J. Farina
CRD#: 6401829
One Winthrop Square, Boston, MA 02110
90
Wealthminder
score

Timothy Farina (CRD# 6401829) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.