Built on a
Legacy of Trust

As a trusted financial partner since 1986, we take equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized planning and investment solutions.

Experience Matters

Since Appleton’s founding in 1986, our portfolio managers have weathered differing economic environments, and helped guide multi-generational client relationships.

We’re committed to maintaining our clients’ trust by offering financial planning and investment strategies that address multidimensional needs and long-term objectives.

Here For You.

When we say we’re client-focused, we mean it. Appleton’s business model is designed to allow our team to establish and maintain personalized relationships with financial advisors and private clients.

Aligned With Your Goals.

As an independent firm, we’re solely focused on finding the right investment and planning solutions for our clients, and manage portfolios and deliver services accordingly.

Always Transparent.

Transparency in the relationship management and investment process is what our clients expect and deserve. Couple that with access to decision-makers and your partnership with us promises to be enriched.

True to Our Beliefs

There’s a lot to be said for companies that not only span the test of time, but enjoy consistent growth and success across changing market environments. Appleton’s values and beliefs frame our decisions and are the basis of our future, and we’re proud to apply this experience for our clients’ benefit.

1

Manage every relationship and each account based upon the unique needs of our clients.

2

We believe that the best approach to achieving specific investment objectives is through separate account management.

3

Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.

4

Leverage insight into markets and financial planning complexities to help inform our advice and decision-making.

News and Announcements

Keeping clients informed about our firm, its employees, and engagement in the marketplace are integral to our values of accessibility and transparency. We are pleased to share what’s happening and welcome your feedback.

 

Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.
Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.
It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.
Appleton is extremely proud of our team and the hard work they put in to making our client experiences top notch. We also recognize the amazing work they put in outside the office and are thrilled to highlight a few recent accomplishments.

Appleton in the Community

One of the ways we build great relationships is by being actively involved in the communities in which we and our clients live.

 

See what
we’re up to

Meet the Appleton Team

Get familiar with our people! Our team of experienced professionals is committed to collaboratively working on behalf of our clients.

Meet the
Team

Work at Appleton

Interested in joining the Appleton team? Please contact Michele Hubley, Director of Human Resources, at 617-338-0700.

Join the
Team