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Back Bay Financial Planning & Investments

EST. AUM
$120,474,144

CONTACTS

CLIENT ACCOUNTS
286

Firm Details

Metro area Wilmington
CRD Number 335236
Website backbayfp.com
Client types

Overview

Back Bay Financial Planning & Investments, LLC is an SEC-registered, fee-only investment adviser headquartered in Bethany Beach, Delaware. Founded in 2025, the firm provides investment management and comprehensive financial planning primarily to individuals and high-net-worth individuals. Its services emphasize retirement planning, tax-efficient investing, portfolio construction, estate planning considerations, retirement income and risk management. Back Bay manages portfolios on both discretionary and non-discretionary bases and uses stocks, bonds, ETFs, mutual funds and government and municipal securities. The firm can also allocate portions of client portfolios to independent investment managers through platforms including Orion Portfolio Solutions and Charles Schwab Marketplace.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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