Boston wealth management firms announce merger

BOSTON - May 18, 2016 - PRLog -- Boston Financial Management announces merger with Emerson Investment Management


Boston-based wealth management firms Boston Financial Management and

Emerson Investment Management have merged. The combined firm will operate under the Boston Financial Management name.

"We will continue to offer independent investment research and advice, knowledgeable client relationship support and personalized attention to help clients achieve their financial goals," said Mike Brown, who will continue to lead Boston Financial Management as the President and CEO.

With this merger, Boston Financial Management now manages approximately $1.8 billion in client assets. The emphasis on personalized independent wealth management will remain a top priority.Both firms are investment advisors registered with the Securities and Exchange Commission*.

Boston Financial Management was founded in 1976 by Richard Morse, who is the firm's active chairman.

Emerson was founded in 1985 and Brad Gardner, who joined the firm in 1986, served as President since 1994.

"We look forward to continuing our long relationships with clients, some spanning two, three and even four generations," said Brad Gardner, Vice Chairman and former President and Managing Director of Emerson.

Brad Weafer will lead the firm's investment research team, as Chief Investment Officer. "I look forward to working with the complementary strengths of the combined Emerson and Boston Financial Management research teams,with an emphasis on dividends and deep bond knowledge."

About Emerson

Based in Boston, Emerson Investment Management has been providing customized wealth managementfor successful families and small institutions since 1985.

About BFM

Founded in 1976, Boston Financial Management is a wealth management firm serving individuals, families and endowments. We provide comprehensive wealth management services that address and integrate our clients' unique and specific investment, tax, philanthropic, and wealth transfer goals.

Contact
Laurie F. McDowell
Marketing Manager
617-956-9709
lauriem@bfminvest.com

* Emerson and Boston Financial Management are registered as investment advisers with the Securities & Exchange Commission (SEC) under the Investment Adviser Act of 1940. Registration as an investment adviser with the SEC does not imply a certain level of skill or training.