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?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn about all the parts of Medicare with this informative and enjoyable article.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.