Appleton Partners
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
1 Post Office Sq Fl 6, Boston, Massachus...Phone Number
(617) 338-0700Website
www.appletonpartners.comRevenue
$5.7 MillionIndustry
About Appleton Partners
Appleton Partners, Inc. specializes in personalized financial planning and wealth management solutions tailored to meet the unique needs of its clients. The firm emphasizes building strong relationships and offers customized investment strategies, estate planning, and portfolio management. With a commitment to independence and accessibility, Appleton ensures that clients receive dedicated attention and collaboration throughout their financial journey. The company is 100% employee-owned and has been operating since 1986, managing over $12.5 billion in assets.Explore more
Appleton Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
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Appleton Partners, Inc. specializes in personalized financial planning and wealth management solutions tailored to meet the unique needs of its clients. The firm emphasizes building strong relationships and offers customized investment strategies, estate planning, and portfolio management. With a commitment to independence and accessibility, Applet... Read More
