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Beacon Pointe Advisors - Boston

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website beaconpointe.com
Client types

Overview

In December 2024, Artemis Financial Advisors joined Beacon Pointe Advisors. Artemis is a Boston-based, independent, fee-only wealth management firm serving private clients, including individuals and families, with a strong focus on advocating for financially independent women. The firm delivers a highly personalized experience by combining customized financial planning with disciplined investment management. Artemis offers both traditional portfolios and sustainable investment solutions aligned with environmental, social, and governance (ESG) criteria. Beyond investment management, the firm is deeply committed to community engagement and financial education. Artemis believes in expanding access to financial empowerment and making the wealth management industry more inclusive.

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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