by F.L.Putnam | Nov 6, 2025
LYNNFIELD, Mass., November 6, 2025 – F.L.Putnam Investment Management Company today announced that the firm has been ranked on the annual Forbes 2025 Top RIA Firms list. “It’s an honor to be named as one of America’s top registered investment advisor firms by...
by F.L.Putnam | Oct 15, 2025
New office in Portsmouth marks F.L.Putnam’s 12th East Coast office Thomas Burleigh and Michael Hanlon expand the firm’s local financial planning and investment management expertise and capabilities LYNNFIELD, Mass. and PORTSMOUTH, N.H., October 15, 2025 –...
by F.L.Putnam | Sep 30, 2025
LYNNFIELD, Mass., September 30, 2025 – F.L.Putnam Investment Management Company today announced that it has been named to the Barron’s 2025 Top 100 RIA Firms list. The list ranks independent advisory companies based on assets managed by the firms, growth,...
by F.L.Putnam | Mar 17, 2025
LYNNFIELD, Mass. and PORTLAND, Maine, March 17, 2025 – F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA®, has been named to the Barron’s Top 1,200 Financial Advisors list for the seventh consecutive year. “Rob has been...
by F.L.Putnam | Mar 4, 2025
LYNNFIELD, Mass., March 4, 2025 /– F.L.Putnam Investment Management Company today announced the acquisition of AOG Wealth Management (AOG), an independent registered investment advisor based in Reston, Virginia, with more than $330 million in assets under...
