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?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Military families face unique challenges, making personal finance even more critical.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retirement choices can be intimidating. Picking the right strategy.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.