Kyle Buffo CFP®
Client Development Advisor
Mission Wealth specializes in empowering Boston retirees, independent women, and professionals.
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Boston, MA
Speak with a local Boston, MA Financial Advisor
Our Boston advisors and clients enjoy inspiring views of the city skyline, the Boston Harbor and the Rose R. Kennedy Greenway. This location is located in the heart of downtown Boston’s Post Office Square and Financial District, minutes from the waterfront, South Station Train Terminal and major highways. High end retailers, popular casual restaurants, and indoor parking serve as a welcome compliments to the building for customers.
The Boston team is available by a quick 6 minute walk from the MTBA, Red and Orange Line – Downtown Crossing Station or a short drive from I-90, I-93 or the Boston airport.
About Mission Wealth's Services
Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.
Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborates to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.
Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.
To meet with a financial advisor in the Boston, MA area, contact us today at (617) 751-1141.
Mission Wealth is delighted to open our new office in Boston and to work alongside families in and around this industrious and historic region. I am excited and honored to help establish Mission Wealth’s footprint in the New England market. I am looking forward to creating many new relationships and expanding our reach here in the Commonwealth of Massachusetts.
— Jared Sweeney,
Boston Client Advisor
225 Franklin Street
26th Floor
Boston, MA 02110
Meet our Wealth Advisors who serve clients in Boston
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Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn MoreOffice Location and Contact
225 Franklin Street
26th Floor
Boston, MA 02110
Interactive map showing the office location. Use the Directions link for navigation assistance.
