A complete list of active advisors currently associated with Boston Investment Advisors LLC

Warmer can help you find a great advisor at Boston Investment Advisors LLC or one who fits your needs even better.

Boston Investment Advisors LLC provides portfolio management, financial planning, and related advisory services to individuals, families, and not-for-profit organizations. The firm primarily advises on mutual funds and exchange-traded funds and includes financial planning and access to educational seminars and workshops as part of its asset-based advisory services. BIA operates exclusively on a non-discretionary basis, delivering trade recommendations that require explicit client approval and developing customized, client-specific portfolios rather than relying on pre-set model portfolios. The firm uses a multi-step investment selection process—combining quantitative screens and qualitative research—and employs financial planning software (MoneyGuidePro) to define objectives, assess risk tolerance, and monitor accounts. Compared with many peers, BIA’s brochure discloses two relatively uncommon features: the provision of ongoing educational seminars/workshops included in advisory services and the potential to receive commissions for recommending insurance products. The firm also highlights specific fund-selection standards (including minimum fund size and track record), an exclusion of alternative and cryptocurrency exposures, and use of an Interactive Brokers institutional platform while not aggregating trades for client accounts.

To learn more about the advisors currently working at Boston Investment Advisors LLC, 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.

Name	Location	Years of experience
Craig Hartnett	Boston, MA	14

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