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, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm, located in Needham, MA, has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981.
We combine powerful in-house expertise with a hands-on boutique approach.
Our clearly defined methodology focuses exclusively on your financial wellbeing.
Across disciplines, we partner with you at every step.
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.