Boston Bay Advisors
Your Trust. Our Expertise.
Whether you're just starting your investment journey, rethinking your retirement, or navigating any stage in between, having a professional by your side is essential. Our goal is to support every aspect of your financial life, offering expert guidance and valuable insights tailored to your unique needs.
Who Are We?
We are a leading independent advisory firm, delivering personalized financial planning and investment management to individuals, families, businesses, and institutions across the United States.
Based in Massachusetts, we are inspired by our community’s commitment to education, innovation, and history.
We are dedicated to guiding you toward your financial goals with expertise and care.
2025 PLANADVISER Emerging Leaders
The PLANADVISER Emerging Leaders recognizes the next generation of leaders in the retirement plan advisory industry.
Advisor Today's 4 Under 40 Massachusetts Awardee
Advisor Today magazine recognizes four financial advisors who achieve excellence in their profession by or before the age of 40.
Best Wealth Managers & Advisors Under 40 in the USA
In its inaugural Rising Stars report, InvestmentNews recognizes new-generation professionals who've distinguished themselves with passion and a relentless commitment to growth.
NAPA's Top DC Advisor Teams of 2025
Recognized as one of The National Association of Plan Advisor's Top DC Advisor Teams of 2025
Excellence Awardee in 2025 InvestmentNews Awards
Honored as a top advisor in the Northeast region, recognized for outstanding leadership and client service.
Official Member of the 2025 Forbes Finance Council
Forbes Council is an invitation-only community of exceptional business owners and leaders.
The Good Men Project
The Expertise of Greg Fortier: Unveiling the Entrepreneurial and Financial Prowess of a Trusted Advisor
The Digital Journal
Has technology depersonalized wealth management? A perspective from Greg Fortier of Centinel Financial Group
