A complete list of active advisors currently associated with Back Bay Financial Planning & Investments

Warmer can help you find a great advisor at Back Bay Financial Planning & Investments or one who fits your needs even better.

The firm works with individual and high‑net‑worth clients, offering discretionary investment management and project‑based financial planning on a fee‑only basis. It advises on a range of investments — stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents — and may refer clients to third‑party professionals and outside managers. Investment decisions draw on a mix of fundamental, technical, and cyclical analysis framed by Modern Portfolio Theory, with portfolios constructed using both passive and active vehicles and socially responsible options when requested. The firm routinely relies on outside managers and institutional platforms (including model portfolio and marketplace programs) and, notably, engages a sub‑advisor that implements box‑spread options contracts for lending purposes as part of its implementation toolkit. What is distinctive is the firm’s small, recently established advisory team that operates with concentrated staffing and some solo‑practitioner characteristics despite having more than one registered advisor, and its recent transition to SEC registration. It also departs from many peers by explicitly incorporating fee‑based annuity recommendations through an insurance platform and by disclosing use of specialized lending strategies via an unaffiliated sub‑advisor.

To learn more about the advisors currently working at Back Bay Financial Planning & Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Back Bay Financial Planning & Investments's office locations.