Boston Financial Management Expands into Portland, Maine

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Renowned wealth management firm expands advisory team with Maine women at the fore

From left to right: Abby Psyhogeos, Katie Exchange

By opening an office in Portland, we can provide the services needed to handle the funds of multi-generational high-net-worth families while maintaining the intimacy of a boutique firm. - Abby Psyhogeos

Boston Financial Management, LLC (“BFM”) an independent, employee-owned wealth management and investment advisory firm, is pleased to announce the opening of its first local office under the leadership of Maine native Abby M. Psyhogeos.

Psyhogeos, a Yarmouth resident, serves as Managing Director and Wealth Manager. She is joined by Associate Wealth Manager, Katie Exchange of Gray. As a team, and with the depth and expertise of their colleagues in Boston, Abby and Katie work with individuals and multi-generational families to help them achieve their investment and wealth management goals.

“Abby’s body of expertise has made her a tremendous asset to Boston Financial Management,” said Steve Kenney, Chief Executive Officer. “Since joining us in June 2019, it has been a priority for Abby to connect the resources that BFM has to offer with her clients in Maine and New Hampshire. Opening an office in Portland made perfect sense for BFM as a firm, and especially for our northern New England clients,” he continued. “Abby and Katie have brought the same quality of care to the design of the office as they do to their client portfolios and now can do so from the convenience of our downtown Portland location.”

Abby Psyhogeos has over 30 years of high-net-worth and trust management experience from Bainco International Investors and F.L Putnam, where she served as Managing Director & President and Senior Client Advisor, respectively. Her community or charitable involvement includes Chairman of Neurological Advisory Board and Presidents Advisory Council at Brigham & Women’s Hospital, Treasurer and Board Member at MTH Foundation (2006-2018), Board of Trustees at Bowdoin College (2009-2012) and Junior Achievement of Maine.

“Being an independent, employee-owned business attracted me to Boston Financial Management initially, though it’s the combination of their proprietary investment process, advanced technology platform and a true culture of excellence that ultimately appealed to me,” said Psyhogeos. “By opening an office in Portland, we can provide the services needed to handle the funds of multi-generational high-net-worth families while maintaining the intimacy of a boutique firm.”

To learn more about Boston Financial Management visit bfminvest.com.

About Boston Financial Management, LLC

BFM was founded in 1976. Its team of 40 professionals deliver wealth management and investment advisory services to individuals, families, endowments, and not-for-profit organizations from its Boston headquarters and office in Portland, Maine. BFM’s subsidiary, Boston Fiduciary Services, LLC provides professional trustee services to family trusts requiring an independent corporate trustee.

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