Our Three Core Principles

At Baystate Financial,

everything we do is thoughtfully designed around our three core principles: guidance, insight, and results. As your trusted financial planning partner, we are by your side throughout your journey, helping you to achieve the life you envision. For over a century, Baystate Financial has thoughtfully guided generations of clients along their own path to financial security and helped them to protect what matters most. We pride ourselves on our robust financial planning services, our full range of investment management tools, and our variety of risk management strategies to help our clients make informed decisions and reach their goals.

Achieve the Life You Envision.

Achieve the Life You Envision.

Who we are.

Learn More

What we do.

Learn More

Who we serve.

Learn More

Discover the Baystate Difference

Leadership & Firm Specialists

Meet Baystate’s dedicated management team.

Learn More

Find out how Baystate’s financial wellbeing series can benefit you and your employees.

Learn More

Baystate Foundation

Learn how Baystate contributes to programs that support at-risk children and families in our local communities.

Learn More


Follow Baystate company news in the headlines.

Learn More

Find an Advisor in your Area

Our website offers a brief overview of who we are. We welcome the opportunity to connect for a more in-depth conversation.

Click Here to View Our Client Relationship Summary Click Here to View Our Licensing Page