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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2022
- Office Locations
- 4
Office Locations
About Beaumont Financial Partners
Beaumont Financial Partners is a Needham, MA registered investment advisor serving retail and institutional clients with portfolio management and financial planning, including retirement and tax planning. The team emphasizes transparent, collaborative advice and aligns portfolios to client goals, time horizon, and risk tolerance, with Fidelity/NFS as a key custodian and allocations that include ETFs alongside public and private funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON GUY BEAUVAIS
Co-Chief Investment Officer
- CRD
- #4571210
- Ownership
- Less than 5%
THOMAS JOSEPH CAHILL
DIRECTOR OF WEALTH MANAGEMENT, Financial Planner
- CRD
- #4378268
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JOHN FORBES BARBER
Relationship Manager
- CRD
- #5764782
BRANDON GUY BEAUVAIS
Co-Chief Investment Officer
- CRD
- #4571210
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,737,078,719 | $666,442 |
| Non-Discretionary | $1,021,494,782 | $5,706,675 |
| Total | $3,758,573,501 | $876,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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