A complete list of active advisors currently associated with Beaumont Financial Partners

Warmer can help you find a great advisor at Beaumont Financial Partners or one who fits your needs even better.

Beaumont Financial Partners provides comprehensive wealth management and family office services to affluent individuals and families, small businesses, and select institutions, combining portfolio management with financial planning and in-house tax preparation. The firm also manages held-away accounts (for example, 401(k) and 529 plans) on an integrated basis and, in some cases, serves as trustee for client trusts. Beaumont’s investment process is driven by a “Dominant Benefit Theory” that classifies investments into five categories (Safety, Fixed Income, Equity Income, Growth, and Aggressive Growth) and implements model allocations that may include low-cost index funds, interval funds, structured notes, private placements, and third‑party sub-advisors. Investment decisions are reviewed by an Investment Committee and executed by relationship managers who determine suitability for individual client accounts; the firm discloses and manages the risks associated with alternative and illiquid investments. The firm is an indirect, wholly owned subsidiary of Focus Financial Partners, which provides Beaumont access to a network of affiliated businesses and services—Beaumont discloses relationships with Focus affiliates such as Focus Risk Solutions for insurance solutions and its use of UPTIQ and Flourish for credit and cash management (including Focus’s minority investment in UPTIQ). Beaumont also routinely sources private investment opportunities (including fund sponsor relationships and client-sponsored alternatives), integrates tax preparation into its wealth services, and discloses potential conflicts arising from those affiliations and offerings.

To learn more about the advisors currently working at Beaumont Financial Partners, 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.