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.


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.