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About Us

For over a century, Baystate Financial has united the industry’s foremost professionals in comprehensive wealth management and employee sponsored retirement plans. As one of New England’s oldest and most trusted financial services firms, we focus our expertise on truly listening to our clients, identifying their objectives, and building sophisticated strategies to achieve their goals. Through FORTRESS MEP, a revolutionary approach to building retirement plans, we connect employers with solutions that meet the needs of their team while significantly easing the workload for your firm.

In an age when financial companies substitute technology for personal contact, Baystate Financial focuses exclusively on the client. While financial products come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.

Serving as your strategic partner, our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals unites their collective experience to provide a truly personal financial planning experience. While coordinating with your other financial professionals, we strive to reverse the trend of low savings rates in this country, one client at a time.