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.


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.


Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit

Appleton’s Whitney Fitts, CFA participated on the “Focus on Impact Investing Panel” at Portfolio Summits ESG East Summit held April 27th at Westin Copley Place.

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Jesse Martin Joins Appleton Partners Relationship Management Team

Jesse Martin has joined Appleton Partners in a senior business development role working with financial advisors and other intermediaries. He will develop and support advisor relationships at prominent wirehouse and independent broker-dealers through which Appleton’s separately managed account strategies are offered.

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Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood

Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.

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Appleton Partners Included as One of the Largest Independent Advisers in Massachusetts

Appleton Partners is excited to announce that our firm was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 8th largest in total assets under management as of June 1, 2021.

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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

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