THE BOSTON STANDARD You’re smart. You’re busy. And despite your best efforts, you know your financial life could be more thoughtfully organized. You’ve considered expert help, but you’re rightly concerned about fees and conflicts of interest. Our firm was built to help clients like you optimize their finances in an environment of trust and confidentiality. We offer the industry’s highest standard of care and a fee structure that puts your interests first. These constructs and the following core values define The Boston Standard: INDEPENDENCE As an independent wealth management firm we deliver unbiased, conflict-free advice because we’re not owned by a large brokerage house, insurance company, or public shareholders. We are fiduciaries paid by our clients to work for our clients. CLIENT EXPERIENCE Our boutique approach means you have a direct partner in the process of managing your finances. Not an 800 number, but a Certified Financial Planner™ who will personally guide you through each financial change that life brings your way. DUE DILIGENCE No two people are the same. Your finances, goals, and relationship with money are all unique. We understand the importance of listening carefully as you describe your needs and objectives. Then taking the time necessary to thoughtfully address each one. COST TRANSPARENCY The less you pay for financial advice, the faster your wealth can grow – a simple truth that inspired our business model, fee structure, and portfolio solutions. We’re proud to highlight the cost of working with us and help you compare the alternatives. INTELLECTUAL HONESTY We can’t predict the future, time the market, or pick the next hot stock. History has shown that attempting to do so is a losing game. Instead we believe in offering candid analysis of what your investments can do for you and what you must plan to do for yourself.