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.

07.25.2022

Appleton Partners Included on List of the Largest Independent Advisers in Massachusetts

Appleton Partners was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 7th largest in total assets under management as of June 1, 2022.  Appleton is 100% employee-owned and operated and has been serving the wealth management and financial planning needs of families, individuals, non-profits, and other institutions in a personalized manner since 1986.

 

Learn More

06.27.2022

Appleton’s Jen Hall Presents 2022 Mass Nonprofit Leadership Award

Appleton Partners was pleased to sponsor the Mass Nonprofit Network’s Leadership Award at their 2022 Nonprofit Excellence Awards on June 22nd.   The Leadership award recognizes a nonprofit senior executive whose “strategic vision, passion, ethical integrity, innovation, and collaborative style have led to a strong record of extraordinary results and has helped to guide his or her organization.”

Learn More

06.08.2022

Team Appleton Takes 3rd Place in 2022 Boston Wiffle Ball Challenge

Team Appleton took third place in the final Boston Wiffle Ball Challenge and Appleton’s own Doug Chamberlain along with Art Page and Andy Hoar were named tournament MVPs

Learn More

04.28.2022

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.

Learn More

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.