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Meet Our Advisory Team

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.

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I have worked with Leigh and Mark for over ten years. They are intelligent, knowledgeable, and super responsive. I am very pleased with my financial plan and the results of my portfolio.

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. 

I have worked with Leigh and Mark for over ten years. They are intelligent, knowledgeable, and super responsive. I am very pleased with my financial plan and the results of my portfolio.

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. 

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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

Maria Faleyev, CFA®

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 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.

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.

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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