Financial Planners
in Boston, Massachusetts
Based in the Boston area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Connect with Us
Connect with One of Our Trusted Financial Planners in Boston, MA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Boston Financial Planners & Advisors
Connect with one of our trusted Financial Advisors in the Boston area. We are here to be a partner with you on your personal wealth journey. Please contact our Boston, MA team if we can be of service.
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Leigh Bivings is a Partner and Managing Director at Beacon Pointe Advisors who is passionate about providing ethical, high-quality service to clients and is dedicated to her client’s financial well-being. Prior to Beacon Pointe, Leigh founded Artemis Financial Advisors (which joined Beacon Pointe in 2024). Before Artemis, Leigh was a managing director at Stax, Inc., a private-equity-focused investment research firm, and a partner at the Monitor Group, a global strategy advisory firm. Her international experience spans Latin America, where she was a Peace Corps volunteer and conducted her doctoral work. She has also worked in Canada, Latin America, and Europe and has traveled widely internationally. Leigh has a Ph.D. in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex, and an A.B. in International Relations from Pomona College. Leigh has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993. Leigh is also a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Divorce Financial Analyst (CDFA®) and has completed specialized training in the financial issues of divorce. Leigh is very active in the community and is currently a volunteer at the International Institute of New England (IINE), helping to resettle refugee families. She is also a member of the Boston Economic Club (BEC), National Association of Personal Financial Advisors (NAPFA), and the Institute of Divorce Financial Analysts (IDFA). Outside of the office, Leigh enjoys tennis, biking, traveling, and reading history.
Maria Faleyev
Strategic Investment Advisor
Maria Faleyev is a Strategic Investment Advisor at Beacon Pointe Advisors and is responsible for developing and implementing investment strategies for clients, conducting market research, and fund and manager due diligence. Prior to joining Beacon Pointe, she was a Portfolio Associate for Artemis Financial Advisor, which was acquired by Beacon Pointe in 2024. Maria has a B.S. from Bentley University in Economics-Finance, where she was a part of the Center of Women’s Fellowship. She is a previous winner of the American Fine Arts Music Festival and is fluent in Russian. Maria is currently pursuing the Chartered Financial Analyst® (CFA®) certification and is a Level III CFA Candidate. Maria currently resides in Somerville, MA. Outside of the office, she enjoys reading, going on walks, and spending time with friends.
Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor
Mark Haser is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is dedicated to helping physicians and high-income families optimize their cash flow, minimize taxes, and build a plan for long-term financial success. He is an advocate for taking a holistic investment approach to get to know clients—their family situation, career trajectory, health status, viewpoint on wealth and investing, and so forth—to best help them achieve their goals. He believes financial planning is about more than just building and protecting wealth; it is about maximizing happiness. Prior to joining Beacon Pointe, Mark was a Partner and Wealth Advisor for Artemis Financial Advisors, which was acquired by Beacon Pointe in 2024, and has worked with various organizations, including venture-backed startups, Fortune 500 companies, and the federal government. Mark is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College, where he was President of the Graduate Management Association. He has completed the Wake Forest University Certificate in Financial Planning Program, and he is also an active member of the Boston Estate Planning Council (BEPC). Mark currently resides in Needham, MA, with his wife and two sons. Outside of the office, he enjoys spending time outdoors, biking with his sons, and playing tennis with his wife and friends.
