Boston, MA Beacon Street Office

Team
Updated today
Brighton Jones LLC logo

Brighton Jones LLC

Multi-team

Firm-wide stats for Brighton Jones LLC

Total advisors

160

Across 30 offices

Clients per advisor

22 Very Low

Avg AUM per client

$4,956,930 Very High

HNW client ratio

84% Very High

About

Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including its Personal Chief Financial Officer (PCFO) program, family office services, OpenPlan individual financial planning and retirement plan advisory, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

The firm takes a balance-sheet, holistic approach to client advice, offering both discretionary and non-discretionary management, continuous monitoring through client portals (e.g., RightCapital and ByAllAccounts), and the use of independent managers for portions of client assets. Brighton Jones also recommends and manages private and affiliated vehicles via its Lenora Capital subsidiary (including a registered Private Debt and Income Fund) and provides ERISA/IRC fiduciary advice for retirement accounts.

Noteworthy features include the availability of legal services from supervised persons through 2030 Law for eligible clients (provided under separate engagement terms) and estate-document resources via Wealth, Inc., alongside in-house tax preparation and a Brighton Jones Charitable Giving Fund. The firm’s ownership of affiliated investment managers (Lenora Capital and Blueprint/ BPC REIT), its participation in the Fidelity Wealth Advisor Solutions program, and disclosed “Additional Benefits” (approximately $30,000 from Fidelity in 2025) are specific structural elements that the brochure identifies as creating potential conflicts of interest that the firm discloses and seeks to manage.

Based on Brighton Jones LLC

Expertise

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

Based on Brighton Jones LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Brighton Jones LLC

Location

14 Beacon Street, Suite 701

Boston MA 02108

Advisors at this office

4

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

Heather G

CFP®, Series 66

Boston, MA

Brighton Jones LLC

Heather Goddard is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Brighton Jones LLC and has previously worked at UBS, Fidelity Investments, Citizens Securities, Balance Wealth Advisors, Northwestern Mutual, and Emmanuel College. Outside of her financial advisory role, she teaches Yoga Sculpt classes at Corepower Yoga and is a fitness instructor at The Handle Bar in Boston. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various organizations, offering comprehensive wealth management and financial planning services. The firm employs a holistic, balance-sheet approach and provides discretionary and non-discretionary management, private investment options, and in-house tax and legal services.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
View complete list of advisors at this office
Warmer team member

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

© 2026 Warmer Holdings Inc. ("Warmer")