Wealth, Managed With Your Interest at Heart
For over twenty years, Wexford has helped Boston families plan, invest, and retire with clarity and confidence — as an independent fiduciary guided by their goals, and only theirs. No products to push. Just honest, expert advice for the long run.
Independent, by Design
Wexford was founded in 2002 on a simple, then-unusual idea: a wealth management firm that answers to its clients and no one else. We're independent and fee-only, which means we don't sell products, earn commissions, or take orders from a parent company. Our only incentive is your success.
That independence shapes everything. We build each plan around your life — your family, your goals, your tolerance for risk — not around a sales quota. We coordinate with your accountant and attorney so the whole picture stays coherent. And because we keep our client families to a number we can truly serve, you'll always work with an advisor who knows your name, your story, and what keeps you up at night.
- ✓Independent & fee-only since 2002
- ✓No products, no commissions, no conflicts
- ✓Plans built around your life, not a quota
- ✓An advisor who truly knows you
A Complete Picture of Your Wealth
Real financial confidence comes from having every piece working together. We bring it all under one roof, coordinated by an advisor who sees the whole picture.
A Thoughtful, Unhurried Process
Good financial decisions are rarely rushed. Here's how a relationship with Wexford typically unfolds.
Get Acquainted
We start with a relaxed conversation about your life, your goals, and your concerns — no pressure, no jargon, and no cost.
Build Your Plan
We analyze your full financial picture and craft a personalized plan and investment strategy, then walk you through it together.
Put It in Motion
We implement the plan carefully and coordinate with your other professionals, handling the details so you don't have to.
Guide You Onward
We meet regularly, adjust as life changes, and stay a steady hand through every market and every milestone, for the long haul.
For Every Chapter of Your Financial Life
Our clients aren't all the same, but they share something: they've reached a point where their finances are too important — and too complex — to leave to chance. They want a trusted partner who sees the whole picture and genuinely cares about the outcome.
We work with families building toward retirement, business owners navigating equity and succession, professionals managing growing complexity, retirees focused on income and legacy, and families stewarding wealth across generations. Whatever chapter you're in, our role is the same: to bring clarity, remove the worry, and help you make confident decisions with money — so you can get back to living your life.
- ✓Families planning for retirement
- ✓Business owners & professionals
- ✓Retirees focused on income & legacy
- ✓Multi-generational family wealth
More Than a Portfolio
Returns matter, but they're not why people stay with us for decades. This is what a relationship with Wexford really delivers.
Clarity About Your Future
A clear, written understanding of where you stand and where you're headed — so the big questions finally have confident answers.
A Plan Built Around You
Not an off-the-shelf model, but a strategy shaped by your actual goals, values, family, and the life you want to live.
Fewer Sleepless Nights
Someone steady in your corner through every market swing and life event, so you can stop worrying and start living.
A Partner for the Long Run
A relationship that deepens over decades — often across generations — and grows more valuable with every year.
Start With a Conversation
The first step is simply a relaxed, no-obligation conversation about your goals and how we might help. There's no cost and no pressure — just a chance to see if we're the right fit for your family.
Good to Know
What does "fee-only fiduciary" actually mean?
It means two important things. As a fiduciary, we're legally and ethically required to put your interests ahead of our own, always. And fee-only means our only compensation comes directly from you — we earn no commissions, kickbacks, or product incentives. Together, that removes the conflicts of interest baked into much of the industry, so the advice you get is genuinely about you.
Is there a minimum to work with you?
We work best with families who have meaningful complexity to manage, and we do have a relationship minimum that we're always transparent about on our first call. That said, the right fit is about more than a number — if you're serious about planning thoughtfully for your future, we'd encourage you to reach out and have a conversation regardless.
How are your fees structured?
Most of our clients pay a transparent annual fee based on the assets we manage, which covers comprehensive planning and ongoing advice, not just investments. For certain situations we also offer flat or project-based planning fees. We'll always lay out exactly what you'll pay and what's included before you commit to anything.
Will I work with the same advisor over time?
Yes. You'll have a dedicated advisor and a supporting team who know your full financial picture and your family's story. We deliberately keep our client load manageable so relationships stay personal and consistent, and so you're never re-explaining your life to a stranger. Continuity is central to how we work.
Do you coordinate with my accountant and attorney?
Absolutely, and we think it's essential. Truly holistic planning means your investment, tax, and estate strategies all point the same direction. With your permission, we collaborate directly with your CPA, estate attorney, and other professionals so nothing falls through the cracks and every decision is made with the full picture in view.
What happens at the first meeting?
It's a relaxed, no-obligation conversation — usually 45 minutes to an hour. We'll ask about your goals, your concerns, and your current situation, answer your questions, and give you an honest sense of how we could help. There's no cost, no pressure, and no sales pitch. If it's a fit, we'll outline next steps; if not, we'll point you in a better direction.
Schedule a Consultation
Tell us a little about yourself and what you're hoping to plan for. We'll reach out within one business day to arrange a relaxed, no-obligation conversation.