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BBFG Quick Facts
- Founded: 1997 by Robert D. Siefert, CFP®, and John H. LeBlanc, CFP®
- Address: 745 Boylston Street, Boston, Suite 503, Boston, MA 02116
- Phone: (617) 247-0518
- Website: www.backbayfinancial.com
- Employees: 14
- Company: A mid-sized independent wealth management firm with more than $375 million assets under management (as of December 31, 2007).
- Services: Wealth Management including integrated financial planning and investment advisory services, and institutional investment management for pension plans, trusts, and non-profit organizations.
- Areas of Expertise: Retirement Planning, Estate Planning, Income Tax Planning, Investments, Asset Allocation, Risk Protection, Cash Flow Planning, Stock Option Analysis, Charitable Gifting.
- Clients: Individuals, Families, Estates, Endowments, Foundations, Charitable Organizations.
- 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.
- Noteworthy: Named as one of the top wealth management firms in Wealth Manager magazine from 2003-2007. Selected as one of the nation's fastest growing independent RIA firms in 2007 by Financial Advisor magazine.
- Registered: United States Securities and Exchange Commission (SEC).
- Fee-Only: Fee-only advisors are compensated solely by fees paid by their clients, and they do not accept commissions or compensation from any other source. They 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.
- Branch Offices: Wakefield.
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