The word partner in our name reflects our business philosophy: No bureaucracy. No sales quotas. No investment mandates. We work as a team. Together. For and with you.

A multi-generational wealth advisor, Beaumont utilizes a personalized, tailored investment strategy to help each client achieve their unique long-term financial goals.

Beaumont Financial Partners is an investment advisory firm located in Needham, MA. Beaumont has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981.

Trust

We combine powerful in-house expertise with a hands-on boutique approach.

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Transparency

Our clearly defined methodology focuses exclusively on your financial wellbeing.

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Teamwork

Across disciplines, we partner with you at every step.

Meet the Team

Harnessing cross-discipline expertise from investment services to tax preparation, we work with you closely on multiple fronts to identify and address your needs—sometimes before you recognize those needs yourself.

Featured Insights

Q2 2023 Market Insights

Client Solutions

Case studies illuminate our approach to a range of client objectives