Boston, MA
Meet Our Advisory Team
115 Newbury Street, Suite 302, Boston, MA, 02116, USA
Our Boston-based financial advisory team at Beacon Pointe Advisors provides private clients with comprehensive wealth planning and customized investment strategies. We specialize in serving physicians and healthcare professionals, and women investors. We also have extensive experience in retirement planning, supporting clients with values-based investing directives, and can help navigate the financial planning process during divorce. We help all our clients make well-informed, important life decisions related to their wealth. If you're searching for a financial advisor in Boston, MA, our team is ready to support your financial goals.
What Our Clients Say
Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.
Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Our Boston Advisory Team
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Maria Faleyev, CFA®
Strategic Investment Advisor
Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Boston team if we can be of service.