The culture at Baystate is a simple one—we’re a customer centric, full service financial firm.
Building strong client relationships is the focus of Baystate Financial. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.
Many of our clients have begun, or are preparing for, a new stage of life. They come to us seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. We realize that no two clients are alike, even though they may share similar concerns. That is exactly why we take the time to learn who you are, what’s important to you, and what you want to accomplish with your wealth–for yourself and future generations.
We offer a unique proposition, which we believe truly adds value to you and your family, no matter your stage of life. Everything we do at Baystate Financial revolves around YOU, your goals, your dreams, your aspirations, and all that needs to be done to achieve them.
We’re here to put in place a plan for YOU. We’re here to educate and to help YOU understand and not to confuse you with complicated investment and product jargon. So read on and see for yourself why Baystate Financial really is different and how we can help you achieve those goals you’ve set for yourself in life and business.
We appreciate your trust and interest in working with us. We look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.
Planning for you and yours,
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 who we are because of 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.
Under the leadership of our Managing Partner, Dave Porter, we have grown from supporting 49 advisors in 1996 to over 300 advisors today. During this time, Baystate has undergone sweeping advancements and unprecedented growth due in large part to the resolution of our leadership, but most importantly due to our shared dedication to serving our clients and our community at large. Baystate is now New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 16 offices located throughout New England.
Baystate Financial Established
Dave Porter purchased Baystate Financial
Baystate Financial Charitable Foundation created
Offices opened in Falmouth, ME, East Providence, RI, Wakefield, MA, Worcester, MA, and Wellesley, MA
Offices opened in Colchester, VT, Exeter, NH, Marshfield, MA, South Dennis, MA
Baystate Financial named one of the Top 100 Fastest Growing Companies by the Boston Business Journal
Baystate Financial named an INC. 500/5000 Fastest Growing Companies, Boston Business Journal, Most Admired CEO: Dave Porter, Baystate Financial.
Office opened in West Hartford, CT, Baystate Financial named Top Places to Work by the Boston Globe and Boston Business Journal, and Top 100 Fastest Growing Companies by the Boston Business Journal
Baystate Financial receives Corporate Citizenship Award by the Boston Business Journal. Baystate unveils PlanWell™, a workplace financial wellness offering for companies and their employees
Comprised of over 300 advisors and 200 support associates, Baystate Financial has 16 offices across New England