About Baystate Financial

You're in good company. Baystate Financial serves clients all across New England to help them lead happier, healthier, and more productive lives. We are committed to helping clients for life.

Baystate Financial is a community based firm of over 300 professionals committed to serving the needs of families and individuals seeking independent, objective, unbiased financial planning advice.
Baystate Financial is one of New England's oldest and largest privately owned financial services firms, with offices throughout New England and Florida. Established over a century ago, we remain committed to abiding by a standard of ethics and values that always seeks to put the needs and objectives ofour clients above all else. Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies.
Baystate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisors to design and implement programs that are right for you.  Baystate has the experience you need to develop a solid plan.
Our firm's goal is simple - to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between financial planning and investment services.