At F.L.Putnam our people set us apart.

Intellect, integrity, and experience supporting you and your goals

F.L.Putnam is more than the sum of its parts.

We offer a suite of services tailored to meet the needs of each client. When you work with us, you can trust that you have the intellect, integrity, and experience of the entire firm behind you.

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You have questions.
We provide tailored advice.


We demystify the process of managing, growing, and transferring your wealth. We partner with you to provide consistent, objective advice that allows you to make informed decisions about your financial life.

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Circumstances may change, but your mission seldom waivers. We provide institutional consulting and investment management services to help advance your organization’s purpose today without losing sight of the future.

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Atrato Consulting

Through a high-touch and collaborative approach that considers each allocator’s unique investment culture, we support our family office and institutional clients with sophisticated research bandwidth across traditional and alternative investment strategies.  We emphasize process, objectivity, and agility in delivering tailored solutions to allocators through advisory or discretionary outsourced CIO paradigms.

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Sustainable Investing

Our approach provides a more comprehensive understanding of long-term strategic risks facing companies and helps identify those best positioned to succeed in a rapidly changing global environment.

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Accessible, approachable, and collaborative

We are a team of professionals fully committed to our clients’ success and well-being. Our dedicated and consistent team approach drives us to meet and exceed client expectations.

Meet Our Executive Team

Recent List Rankings



2023 Financial

Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. Click Here for each listing’s metrics and methodologies.

Latest Updates

F.L.Putnam Named to Barron’s 2023 List of “Top 100 RIA Firms”

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F.L.Putnam Ranked on Forbes 2023 Top RIA Firms List

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F.L.Putnam Signs Definitive Agreement to Acquire Darwin Trust Company

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Get in touch to schedule a time to talk with a member of the F.L.Putnam team by reaching out to us below.

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