Boston Portfolio Advisers

About BPA

Boston Portfolio Advisers, LLC is an independently-owned, fee-only wealth management firm headquartered in Boston, Massachusetts. Founded on the principle that individuals and families deserve access to the same investment strategies traditionally available only to large institutions, we take a personalized, strategic approach to wealth management.

Our Team

Our team of experienced professionals possesses over 55 years of collective experience in investment management, boasting advanced degrees and a deep understanding of financial planning. Guided by a shared commitment to transparency and accountability, we prioritize open communication and individual client needs.

Pledge to Clients

At Boston Portfolio Advisers, we prioritize your interests above all else. We act as your fiduciary, committed to serving your best interests with meticulous diligence. Our compensation is tied directly to the value of your portfolio, ensuring our success is directly linked to your financial growth. We uphold the highest ethical standards, avoiding conflicts of interest and working solely for you.

Our Approach

We utilize a diversified investment approach that draws on multiple asset classes, avoids unnecessary expenses, and employs varying investment management styles. This comprehensive strategy ensures that your portfolio is tailored to your unique financial goals and risk tolerance.

Our Services

We offer a comprehensive range of wealth management services to individuals and families, including:

• Individual & Family Wealth Management: Customized portfolio management tailored to your financial goals and risk tolerance.
• Retirement Planning: Comprehensive strategies to optimize your retirement accounts and secure your future.
• Financial Planning & Analysis: Comprehensive financial plans that align your investments with your long-term goals.

Security & Transparency

At Boston Portfolio Advisers, we prioritize security and transparency. All client assets are held in segregated accounts at major, well-known custodians for maximum security. We provide regular updates and performance reports to ensure complete transparency throughout the investment process.