Make Optimal
Financial Decisions
Confidently use your money to enjoy life today
while also planning wisely for tomorrow
Where you've seen us:
Your money is a tool.
Are you optimizing how you use it?
You have a lot going on.
Between managing your career, starting (or growing) your family, and juggling all your other obligations and priorities, there's not a lot of room left over to also develop and maintain a thoughtful financial plan that maximizes the wealth you can build while minimizing the risks you have to take.
Our clients know the important of prioritizing their wealth management - and they also know it's a complex undertaking where expert guidance and support can make a material difference to their net worth.
Instead of adding one more complex thing to the list of systems you have to manage at work, at home, and in your family, we'll take care of it for you.
Get organized, gain clarity, and feel great about your money
Stop second-guessing your financial decisions, and get peace of mind about the right moves to make with your money. At this point in your life, it might be time for professional financial planning and investment managment as you:
Need to develop a
strategy for investing
the cash you've saved
Require a better
way to manage
equity compensation
Find DIY money
management is getting
overwhelming
Get married and start a
family (or add new
members to it)
Want a data-backed
approach to making
smart financial choices
Receive an inheritance
and need to make a plan
for it
Take control of your financial well-being with our innovative approach to planning and money management that leverages your financial health data focused on real, quantifiable information to build a personalized plan.
Benefit from our proven financial
planning process
Amy Snelling
Needham MA
Lisa Sharp
Charlottesville, VA
Kristyn Bogli
Malden, MA
Jonathan Modest
Sharon, MA
Eric Ruano
Gillette, NJ
Michelle Francoeur
Newton MA
Karina Ripps
Boston, MA
Michael Andromalos
Minneapolis, MN
Travis Simmons
Boston, MA
Khushbu Shah
Denver, CO
Gigi Gormley
East Boston, MA
Ardy Arfaian
Boston, MA
Natalie Julich
Bentonville, AR
These reviews were left on Google Reviews by current and previous clients. No reviewer was compensated.
Reviews are not representative of every client experience. To see all reviews, please visit Google Reviews.
Enjoy the benefits of a truly personal, fully independent financial advisor
Fee-only fiduciaries
As an independent, fee-only firm, we don’t sell products, earn commissions, or receive kickbacks from third parties. We’ve removed financial incentives and, as fiduciaries, have a legal and ethical obligation to always provide unbiased, objective advice that is in your best interest.
There are no hidden fees, and part of our investment due diligence process is to select from best-in-class low-cost funds. That allows you to focus on results, not second-guess how you’re paying your advisor.
Expert guidance
With BYH Wealth Management, you get access to a proven financial planning framework and investment management strategy to build your assets and grow your net worth. Our goal is to provide you with the right system to maximize your financial potential so you can actually enjoy what you work hard to build. Together, we can:
- Identify and prioritize what matters most to you
- Get the most value from your cash flow
- Create an investment strategy to achieve financial freedom
- Implement the right actions to create significant wealth
- Enjoy the ability to use your time the way you want
Dedicated service team
You could follow the green line to a national corporation’s cookie cutter approach to financial management and get lost in the shuffle of call center transfers – or you can collaborate directly with a tight-knit team of committed professionals who know who you are and understand what you are looking to accomplish.
We focus on serving an exclusive group of clients so that each of our team members can give you the necessary time and attention to meet your needs as life happens. You can rely on specific answers to your questions – answers that consider the context of your unique circumstances.
Consistent, ongoing support
True financial planning is not a one-time event. It’s a comprehensive, ongoing process that helps you continually get the most from your money.
We don't hand you a stack of documents and spreadsheets and call it a plan. If there’s one thing we can guarantee, it’s that things change. Your wealth management strategy should evolve and change, too, which means you need a planning relationship as dynamic as your life.
Real-world tested
Just knowing the optimal strategy doesn’t matter much if you aren’t also taking the actions necessary to move your plan forward. Acting on the advice you get requires confidence that you’re doing the right thing for you, which is why we not only provide guidance on next steps, but take time to explain the why behind every decision.
Our ability to translate financial jargon into practical advice – and create plans that actually work in the real world – comes from leading hundreds of conversations each year with people who are going through the same phases of life and working with the same financial challenges and opportunities that you are. We serve a specific group of likeminded clients so that everyone can benefit from the collective knowledge that accumulates after seeing these scenarios unfold time and time again.
Cut through generic advice and
reach your financial potential
We'll use our proven financial planning process and investment management expertise to create a customized report that includes an analysis of your current investment portfolio and recommendations for optimization, a tax planning assessment to identify opportunities to lessen your tax liability, and an evaluation of what your financial data indicates about your ability to achieve your long-term goals (like making work optional) while funding the lifestyle you want to enjoy now and in the future
Once you know your baseline financial health and future needs, you can focus on key actions for improvement. With BYH, you can finally take the guesswork out of finances.