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.

You can also browse Beaumont Financial Partners's office locations.

Name	Location	Years of experience
John Barber	Needham, MA	15
Brandon Beauvais	Needham, MA	19
John Cahill	Needham, MA	1
Thomas Cahill	Needham, MA	25
Brian Corcoran	Needham, MA	8
Gavin Davis	Needham, MA	0
Robert Depascale	Needham, MA	17
Philip Dubuque	Needham, MA	15
Cheryl Fortier	Needham, MA	7
Charles Garabedian	Needham, MA	23
Daniel Garron	Needham, MA	24
Owen Gilmore	Needham, MA	5
Peter Girard	Needham, MA	24
Daniel Jacob	Needham, MA	26
Robert Schneider	Round Hill, VA	28
Trent Schneider	Washington, DC	1

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support