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.

  • 1Manage every relationship and each account based upon the unique needs of our clients.
  • 2We believe that the best approach to achieving specific investment objectives is through separate account management.
  • 3Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.
  • 4Leverage 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.

12.05.2019

Appleton Partners: 2020 Vision

Since our founding in 1986, Appleton Partners has remained 100% employee-owned, an operating model that optimally aligns our interests with those of our clients, while also preserving our culture.  While we are pleased with our growth, our commitment to collaborative, personalized separate account management is paramount. We aim to be a true partner, not a product provider.

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09.18.2019

Appleton Partners Supports the Boston Estate Planning Council
as a 2019-2020 Annual Corporate Sponsor

Appleton Partners is very pleased to be a Gold sponsor of The Boston Estate Planning Council.  That’s because our relationship shares a common mission, namely helping individuals and families achieve their personal financial planning goals. The values and attributes established upon our firm’s founding in 1986 remain integral to all that we do today.

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08.29.2019

Appleton Partners Ranked Among Largest National RIAs By Investment News

Investment News included Appleton Partners on its Investment News RIA Rundown 2019 ranked by discretionary assets under management.  We are pleased to be cited among many of the most prestigious firms in the industry.

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07.10.2019

Nathan Harris Interviewed on TD Ameritrade Network

Hear Nathan Harris, Co-Director of Municipal Research, discuss the municipal and treasury markets on 7/10/19 on “Morning Market Live”, a TDAmeritrade broadcast channel streaming financial news and education content.  @TDANetwork

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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.

Meet the
Appleton Team

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

Work at
Appleton

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