Boston Financial Management (BFM) is an independent, employee-owned wealth management firm providing investment management, financial planning, estate planning, and trust services to individuals, families, foundations, and not-for-profit organizations. Founded in 1976, our team creates customized portfolios designed to address the goals and preferences of our clients. The firm’s in-house research group manages equity and global multi-asset class strategies, socially and environmentally responsible strategies, and custom bond portfolios, and our trust and estate lawyers can help simplify complex financial situations and plan for the future, as well as serve as a professional trustee.