BFM’s Covid-19 Policies – Read Here Independent Wealth Management Provides Peace of Mind. LEARN MORE Video Player TSCO.L 280.10 Client Focused Personalized Planning Experienced Independent & Employee Owned Rigorous Investment Process Tax Sensitive BFM at a glance Long term investments. Long term relationships. Whether you are looking to grow your assets or preserve your lifestyle and legacy, active, conscientious management can provide peace of mind. Boston Financial Management’s team collaborates with all of your advisers, asks the tough questions, and passionately pursues the right moves to help you achieve your goals. BFM News Boston Financial Management Named an RIA Leader of 2021 by Financial Planning Boston Financial Management has been named an RIA leader of 2021 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 140 by assets under management. READ MORE At Boston Financial Management, we have assembled a team of seasoned investment, financial planning, and fiduciary professionals who together develop strategies catered to each client’s unique wealth management needs. Let us put our team to work for you. Mike Brown Vice Chairman Boston Financial Management ViewPoints Market Commentary Financial Pages Whitepapers Events Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Planning & Trust Services Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® Co-Chief Planning Officer AlisaO@BFMinvest.com 617-275-0313 Full Bio Kathleen M. Sablone, JD, AEP® Co-Chief Planning Officer KathyS@BFMinvest.com 617-956-9712 Full Bio Kristina L. Foreman, JD Estate and Financial Planning Associate KristinaF@BFMinvest.com 617-275-0328 Full Bio Lindsy V. Owens Estate and Financial Planning Associate LindsyO@BFMinvest.com 617-275-0355 Full Bio Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.