Back Bay Financial Planning & Investments
Back Bay Financial Planning & Investments was built to serve retirees and pre-retirees who want more than just investment advice—they want a long-term partner who understands the complexities of retirement income, tax planning, healthcare decisions, and legacy goals.
Are you wondering how to turn your nest egg into reliable income? Not sure how a move to Delaware or Maryland might affect your tax situation or estate plan? Thinking about how best to leave a meaningful legacy or support your philanthropic goals?
We’re here to help with all of that and more. As an independent firm, we operate on a fee-only basis, free from commissions or product sales, and are proud to be affiliated with Charles Schwab as our custodian. Our services are tailored to high-net-worth individuals, particularly those relocating to or already living along the coast, and we believe in delivering thoughtful, transparent, and actionable advice through every stage of retirement. We offer multiple ways of working together for those looking for comprehensive financial planning and investment management, to the DIY investor who just needs a second opinion and some planning help.
You can find out more about us at: www.backbayfp.com
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.