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Beantown Financial Advisors

EST. AUM
$137,000,000

CONTACTS
1

CLIENT ACCOUNTS
242

Firm Details

Metro area Boston
CRD Number 134637
Website beantownfinancial.com
Client types

Overview

Beantown Financial Advisors LLC is a fee-only financial planning, tax, and investment advisory firm established in 2004 and based in Jefferson, Massachusetts. The firm provides personalized, integrated Financial Planning and Wealth Management services to individuals, families, trusts, and estates. As of January 2026, the firm managed $158 million in assets across 64 client relationships and 252 accounts, custodied at Charles Schwab & Co.

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Address

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

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