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. The firm reorganized to Beaumont Financial Partners, LLC in 1999 after formerly being named Beaumont Trust Associates.
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.