Executive Management Richard H. Morse Founder and Chairman of the Board RichardM@BFMinvest.com 617-275-0311 Full Bio Carol A. Cusson Secretary of the Board and Controller CarolC@BFMinvest.com 617-275-0305 Full Bio Michael L. Brown, JD, CPA Vice Chairman and Managing Director MikeB@BFMinvest.com 617-275-0301 Full Bio Stacy Austin Reinhart Board Member and Managing Director StacyR@BFMinvest.com 617-956-9714 Full Bio Louis Crosier President and Chief Executive Officer LouisC@BFMinvest.com 617-275-0317 Full Bio Susan G. Zimmerman Board Member and Managing Director SusanZ@BFMinvest.com 617-275-0316 Full Bio One Team. Focused on You. Boston Financial Management is comprised of a multi-disciplinary group of credentialed professionals. Your dedicated BFM Team is always available to help you. Our Teams Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Estate Plan Development & Review Review existing estate planning documents and ensure that your estate plan is integrated with wealth management. Estate & Income Tax Exposure Review Communicate with your outside attorney to implement your plan to reduce your exposure to estate and income taxes. Lifetime Gifting Programs Discuss annual gifts and large lifetime gifts, and help you choose the best vehicle to transfer wealth to the next generation and beyond. Charitable Planning Evaluate your philanthropic goals and planned giving options, then help implement the best plan for your legacy. Divorce Financial Analysis We can help manage the financial transition through divorce and the years following. Click here to learn more about the benefits of a Certified Divorce Financial Analyst®. Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Our approach is to stay disciplined, stick to long term allocations, and buy excellent companies at discounted prices. Brad Weafer, CFA Chief Investment Officer Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.