A complete list of active advisors currently associated with BostonNorth Financial Services, Inc.

Warmer can help you find a great advisor at BostonNorth Financial Services, Inc. or one who fits your needs even better.

BostonNorth provides financial planning services to a broad set of clients, including individuals and high-net-worth clients as well as retirement plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, and trusts. The firm operates as a small, single-principal advisory practice that prepares tailored financial plans but does not take custody of client assets or exercise discretionary trading authority. When developing recommendations, BostonNorth employs a mix of analytical methods — including asset allocation, dollar-cost averaging, technical and fundamental analysis, and quantitative and qualitative techniques — and delivers a completed plan followed by a review meeting. Ongoing monitoring or account reviews are provided only at a client’s request, and the firm typically uses hourly or fixed-fee arrangements rather than charging percentage-of-assets-under-management fees. Noteworthy differences from many peers include its reliance on hourly and negotiable fees in lieu of the more common AUM-based billing and its limited ongoing reporting and discretionary activity. The firm’s advisors are also registered representatives and licensed insurance agents who may implement plans through an affiliated broker-dealer; clients who implement recommendations through the firm can expect commission-based products and potential conflicts of interest that the firm discloses and describes steps to mitigate.

To learn more about the advisors currently working at BostonNorth Financial Services, Inc., 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.