BostonPremier Wealth logo

BostonPremier Wealth

Updated today

Client assets under management

$517,977,575

Clients

749

20% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

125

Very High

Average account size

$691,559

About

BostonPremier Wealth provides financial planning, portfolio management, and retirement‑plan consulting to individuals (including high‑net‑worth clients), charitable organizations, and business clients. The five‑advisor team manages about $525 million across roughly 749 client relationships and offers clients access to Commonwealth’s PPS platform and related advisory programs.

The firm generally implements discretionary, model‑based portfolios using a top‑down asset allocation framework and may customize models or construct client‑specific portfolios when a model does not meet client needs. Advisors combine ongoing investment management with written financial plans, periodic reviews, and access to Commonwealth’s PPS Custom, Select, and Direct model offerings, with due diligence and monitoring performed on selected models and managers.

Distinctive features disclosed in the brochure include BPW’s operation as a licensed insurance agency, with many advisors licensed to sell insurance and the potential to receive separate commission compensation for those products. The firm also discloses the use of testimonials, endorsements, and paid referral/promoter arrangements in client acquisition, and describes platform benefits and advisor incentives received through its Commonwealth relationship (including benefits tied to Commonwealth’s acquisition by LPL), all of which are identified as potential conflicts and are addressed in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning fixed fees range from $500 to $15,000; Wealth Management Consulting and Retirement Plan Consulting may charge flat or fixed fees.

Percentage

$0 - $250,000: 1.75% $250,001 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000+: 0.80%

Commissions

Commission compensation earned on insurance product sales, separate and in addition to advisory fees.

Project-based

Financial planning hourly rates up to $400/hour; Wealth Management Consulting and Retirement Plan Consulting hourly rates not to exceed $500/hour.

Other

Account minimum: $100,000 Minimum fee: Minimum annual program fee in PPS Select Program is $600 ($150 quarterly) Fee-only: Financial planning services offered at hourly rates up to $400/hour and fixed fees from $500 to $15,000; Wealth Management Consulting at annual, flat or hourly rates not to exceed $500/hr; Retirement Plan Consulting and Plan Participant Consulting offered with fees as percentage of assets or flat/hours up to $500/hour.

Main office location

BostonPremier Wealth

4 Pond Park Rd, Suite 201

Hingham MA 02043, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew K

Series 66

Hingham, MA

BostonPremier Wealth

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
user avatar

Mark B

Series 63, Series 65

Hingham, MA

BostonPremier Wealth

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
user avatar

John D

Series 63, Series 65, Series 66

Hingham, MA

BostonPremier Wealth

John Dibenedetto is an advisor at BostonPremier Wealth with over 30 years of experience at Fidelity Brokerage Services LLC. He holds the Series 63, Series 65, and Series 66 licenses. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach tailored to clients’ risk profiles and asset allocation goals.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
user avatar

Joshua G

CFP®, Series 66

Hingham, MA

BostonPremier Wealth

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
user avatar

Meredith R

Series 63, Series 65

Hingham, MA

BostonPremier Wealth

Meredith Russell is a financial advisor at BostonPremier Wealth with Series 63 and Series 65 licenses and over six years of experience in the industry, including a previous role at T. Rowe Price. She also worked at Everybody Water from 2024 to 2025. BostonPremier Wealth is a five-advisor team that provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across about 749 client relationships, using discretionary, model-based portfolios combined with customized financial plans and ongoing investment management.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
user avatar

Ryan M

Series 63, Series 65

Hingham, MA

BostonPremier Wealth

Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.

Retirement income strategy Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner Retired
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