Our team is highly-experienced and credentialed in the ERISA 401k/403b space and acts in an investment fiduciary capacity to your plan.Learn More
We stick to a CFO driven but HR centric service model to provide the same fee schedule and level of support across markets.Learn More
We keep our costs down and pass those savings onto our clients and their participants, through an ethical, independent, and meaningful level of customer service.Learn More
We believe in balancing the focus not only upon your bottom-line but upon what truly matters, impacting the financial wellness and retirement outcomes of your employees.Learn More
Delivering leadership to plan fiduciaries in their moral, ethical and governance obligations by providing what is in the best interest of their employees while maximizing the company ROI
Baystate Fiduciary Advisors is an independent firm with national scale and resources offering both 401(k) and 403(b) investment fiduciary advisory services for non-profit and for-profit organizations.
Based in Boston, Massachusetts, we serve clients throughout the New England area. With more than 20 years of experience, we employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying with ERISA obligations but strives to promote successful retirement outcomes for their employees and improving the company’s bottom line.Contact Us
What do you mean when you say you are a "High Impact Firm with Low Impact Costs?"
What makes Baystate Fiduciary Advisors Unique in the marketplace?
What is the initial client experience like?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn a little about worldwide currency in this fun infographic
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Being healthy not only makes you feel good, it may also help you financially.
Couples may be able to head off many of the problems in a marriage that money can cause.
Simple steps may help you foil hackers and protect your privacy.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.