Boston, MA Office

Team
Updated today

Client AUM

$17,770,593,485

Clients

3,585

Advisors

4

Of 161 advisors across 28 offices

Location

45 Newbury Street, Suite 404

Boston MA 02116

Advisors at this office

4

Advisors at this office

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Nicolas G

CFP®, Series 65

Boston, MA

Brighton Jones LLC

Nicolas Good is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently with Brighton Jones LLC in Boston, where he joined in 2025 after working at Connecticut Wealth Management and Webster Bank. Brighton Jones provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm emphasizes a Personal CFO model and family office services, offering a range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Luke H

Series 65

Boston, MA

Brighton Jones LLC

Luke Heger is a financial advisor at Brighton Jones LLC, holding a Series 65 designation. He has been in the industry since 2023, with prior experience at Standish Management, LLC and MFS Investment Management. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and provides private-investment opportunities via its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Andrew R

CFP®, Series 63

Boston, MA

Brighton Jones LLC

Andrew Richardson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office support, financial planning, discretionary investment management, and access to private investment opportunities through a holistic, balance-sheet approach.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Tara O

Series 65

Boston, MA

Brighton Jones LLC

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 designation and with four years of industry experience. She has worked at Brighton Jones in multiple roles since 2021 and has prior experience at Ballentine Partners, LLC. Outside of finance, she has worked in hospitality, including at Walter's Basin Restaurant. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, and charitable organizations with comprehensive wealth services such as family office support, financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside affiliated investment vehicles.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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