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Baystate Fiduciary Advisors


(866) 411-4015

Core Mission: 

To deliver leadership to plan stewards in their moral, ethical and governance obligations in striving to provide what is in the best interest of their employees while maximizing their company ROI.

Core Values:

  • Capacity to serve and inspire
  • Independent investment fiduciary advisory firm
  • Full transparency with flat dollar fee-for-service pricing
  • High impact firm with low impact costs

Core Investment Stewards:

  • For-profit organizations
  • ERISA non-profit organizations
  • Private/Higher education institutions

Core Charity:

  • St. Jude’s Research Hospital as a Partner in Hope

For more than 15 years, Baystate Fiduciary Advisors has helped organizations with the goal of positively impacting the futures of employees while mitigating risk and long-term costs to the organization. We are highly credentialed and specialize in 401(k) and 403(b) plans, acting as a trusted resource clients can rely upon.

Our mission is to serve others in an ethical and impactful way.

The world of ERISA governance is complex and often confusing. Using our knowledge and experience, our team of advisors aims to simplify complicated concepts and strategies to help plan sponsors better understand their strategies and opportunities. With knowledge in hand, we strive to empower corporations to feel confident in their decision making and to take an active role in their required ERISA obligations.

Unlike some advisors, we sit independently on the side of the table with the client, we do not represent a product.

Based in Boston, Massachusetts, we are a high-impact firm with low-impact cost.