Company
BBFG Company Profile

Back Bay Financial Group, Inc. (BBFG) is a Fee-Only wealth management firm that integrates financial planning and investment advisory services. We strive to provide the highest quality of services to individuals, estates, trusts, charitable organizations and small businesses in the areas of retirement planning, estate and income tax planning, investments, risk protection, cash flow planning, stock option analysis and college savings strategies.

We are proud to fulfill our responsibilities to our three constituents: Clients, Employees, and Community. We commenced business as a full-service, Fee-Only wealth management firm and utilized this business model long before it came into vogue. We maintain a personalized balance between portfolio risk and rate of return. In practice and by contract, our role is a fiduciary to our clients. And we have received national recognition as a leading independently-owned personal financial advisory firm.

BBFG was founded in 1997 by Robert D. Siefert, CFP^® and John H. LeBlanc, CFP^® by combining their individually successful Fee-Only financial planning practices. BBFG’s Principals and Wealth Managers have Certified Financial Planner™ or other advanced designations.

We are active in organizations that provide continuing education opportunities and the ability to network colleagues and leaders in our industry. Our staff holds memberships in a number of organizations, including the National Association of Personal Financial Planners (NAPFA), the Financial Planning Association (FPA), the National Association of Tax Practitioners (NTAP), The Greater Boston Business Council (GBBC), the International Association of Advisors in Philanthropy™ and the National Academy of Elder Law Attorneys.

BBFG History