Baystate Fiduciary Advisors

We are highly credentialed and specialize in 401(k) and 403(b) plans, acting as a trusted resource clients can rely upon. Our mission is to serve others in an ethical and impactful way. The world of ERISA governance is complex and often confusing. Using our knowledge and experience, our team of advisors aims to simplify complicated concepts and strategies to help plan sponsors better understand their strategies and opportunities. With knowledge in hand, we strive to empower corporations to feel confident in their decision making and to take an active role in their required ERISA obligations. Unlike some advisors, we sit independently on the side of the table with the client, we do not represent a product. Based in Boston, Massachusetts, we are a high-impact firm with low-impact cost. Core Mission