and wealth management services for business owners & employees with equity compensation
Serving Boston MA & Beyond
We help motivated professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.
Our purpose at BYH is to support our clients in making optimal financial decisions with their cash flow and investment portfolios. Seeing the people we serve enjoy greater confidence, success, and peace of mind keeps us inspired to continue carrying out our mission:
To design systems that allow motivated professionals to get more from their money and enjoy what they love… right now, and well into the future.
Define your path
Protect your assets
Invest in your future
Manage your risks
Collaborate with our team
Feel confident knowing you have
experience and expertise on your side
This process is all about transparency, and we want you to know what to expect when you partner with us. Learn more about starting the process of creating your financial path together.