For the Media
BBFG Quick Facts

Back Bay Financial Group, Inc. is an independent wealth manager committed to helping its clients build and manage their wealth. Our sole focus is to develop customized financial planning and investment solutions for our clients’ personal, retirement and charitable goals.

• Founded: 1997 by Robert D. Siefert, CFP^®, and John H. LeBlanc, CFP^®
  
• Address: 535 Boylston Street, Boston, Suite 300, Boston, MA 02116
  
• Phone: (617) 247-0518
  
• Web site: www.backbayfinancial.com
  
• Company: A mid-sized independent wealth management firm with more than $340 million in assets under management (as of 1/31/10).
  
• Employees: 14, including eight who hold the Certified Financial Planner^® designation, two with the Chartered Financial Analyst^® designation, one Registered Paraplanner^SM, one Accredited Wealth Management Advisor^SM.
• Services: Wealth management, including integrated financial planning and investment advisory services; institutional investment management for charitable foundations, endowments, pension plans, trusts and non-profit organizations.
  
• Areas of Expertise: Retirement planning, estate planning, income tax planning, investments, asset allocation, insurance and charitable giving.
  
• Clients: High net worth individuals, families, estates, endowments, foundations, charitable organizations and others.
  
• Memberships: The National Association of Personal Financial Advisors, The Financial Planning Association, The National Association of Tax Practitioners, Boston Estate Planning Council, Greater Boston Business Council, National Academy of Elder Law Attorneys (associate member), PridePlanners and Boston Security Analysts Society.
  
• Noteworthy: Named as one of the top wealth management firms in Wealth Manager magazine from 2003-2009. Selected as one of the nation’s fastest growing independent Registered Investment Advisor (RIA) firms from 2007-2009 by Financial Advisor magazine.
  
• Regulatory Information: Investment advisor registered with the United States Securities and Exchange Commission (SEC).
  
• Fee-Only: Fee-only advisors are compensated solely by fees paid by clients, and do not accept commissions from any other source. Such advisors believe there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product he or she recommends to clients.