Business Information
Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy into a cohesive flat-fee engagement — so every pillar of your financial life works in symphony. Our team is led by Sherv Sadr, CFP®, CEPA®, whose expertise spans strategic planning for physicians and attorneys at every career stage, families planning for the future, retirees preserving and growing wealth, and business owners looking to grow, maximize value, and exit successfully. We are located in Boston, however are licensed and able to work all over the U.S. Reach out for a complimentary consultation.

Opening Times
Mon-Fri 8am-6pm, Sat Closed, Sun 8am-6pm

Email Addresses
ssadr@baystatefinancial.com

Services:
Financial Planner, Financial Planning, Retirement Planning, Wealth Management, Tax Planning

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