Boston Financial Management LLC, an independent and employee-owned wealth management and investment advisory firm headquartered in Boston, Mass. is expanding its reach by opening an office in Portland, Maine. The new office enables BFM to better serve clients in the Northern New England area.

“We are always exploring ways to deliver even better client service and enhance our business. That’s why we are thrilled to expand our footprint to Portland,” said Mike Brown, Chief Executive Officer of Boston Financial Management. “With our presence in Portland, we are able to strengthen our relationships with clients in the area and continue to build on our already established team of wealth managers and client service associates.”

Leading the Portland office is Abigail Psyhogeos, a Wealth Manager and Managing Director of Boston Financial Management. Abby brings over 30 years of hands-on experience in wealth management and expertise working with individuals and multi-generational families. “Opening an office in Portland offers our Maine clients the unique experience of having the personal touch of a local wealth manager with the backing of a larger established firm. BFM has $2.4B in assets under management and tremendous depth in both our investment and estate and financial planning teams. I am excited to be able to provide these services to Maine and New Hampshire clients,” says Abby Psyhogeos.

The new BFM Portland Office is located in The Thomas Block, 100 Commercial Street, Suite 200.

About Boston Financial Management LLC

BFM was founded in 1976. Its team of 42 professionals delivers wealth management and investment advisory services to individuals, families, endowments, and not-for-profit organizations from its Boston headquarters and office in Portland, Maine. BFM’s subsidiary, Boston Fiduciary Services, LLC provides professional trustee services to family trusts requiring an independent corporate trustee.

For more information on BFM’s services, please contact (617) 338-8108 or at inquiries@BFMinvest.com.