Boston Financial Management (BFM), established in 1976, was a wealth management firm based in Boston, Massachusetts, offering investment management, financial planning, estate planning, and trust services to individuals, families, endowments, and not-for-profit organizations. In November 2024, CAPTRUST Financial Advisors acquired BFM, enhancing CAPTRUST’s presence in New England and adding approximately $5 billion in client assets. The combined team operates from CAPTRUST’s Boston office at 255 State Street, 6th Floor, Boston, MA 02109.