FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single- and multi-family offices.
A History of Excellence
Since 1983, our commitment to our clients’ satisfaction has been a key driver of our sustained growth. Today, we remain focused on delivering meaningful solutions and building new offerings to meet the evolving needs of our valued clients.
Timeline
2025
F.L.Putnam acquires AOG Wealth Management of Reston, VA.
2024
F.L.Putnam acquires Arbor Capital Management Corp of Amherst, NY, Four Ponds Financial Planning LLC of Mashpee, MA, and Ascension Asset Management LLC of New York, NY. F.L.Putnam completes acquisition of Darwin Trust Company of New Hampshire.
2023
F.L.Putnam acquires Aurora Financial Group of Portland ME.
2022
F.L.Putnam acquires Salem Capital Management of Woburn, MA.
2021
Atrato Consulting joins F.L.Putnam.
2019
F.L.Putnam acquires Financial Focus of Wolfeboro, NH. Opens branch in
Providence, RI.
2015
Tom Manning named CEO and President. AUM $1.4 billion.
2001
John V. Carberry named President. AUM $500 million.
1990
F.L.Putnam acquires Winslow Asset Management of Portland, ME. AUM $200 million.
1983
F.L.Putnam Investment Management Company formally incorporated, David W.C. Putnam, President.
Our Core Values
We bring a broad range of products and solutions to you, tailoring our advice to meet your unique needs.
Accessible
We embrace ongoing dialogue, making ourselves available when you need us
Experienced
We offer a team of experienced professionals with expertise in their respective fields
