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?
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The federal government requires deceased individuals to file a final income tax return.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Knowing the rules may help you decide when to start benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
Tips to avoid checking in luggage on your next vacation.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.