Boston Investment Advisors

A Client-First Approach to Financial Success.

Our Mission

At Boston Investment Advisors, our mission is to empower individuals, families, and businesses in and around Hingham and Boston, MA, to achieve financial clarity, security, and success. We are committed to delivering tailored investment strategies, comprehensive financial planning, and expert guidance to help you build, grow, and protect your wealth for generations to come.

Welcome Message

Welcome to Boston Investment Advisors, where we put your financial future first. With years of expertise in investment management, retirement income planning, cash flow strategies, and estate planning, we are here to provide holistic, personalized solutions. Whether you’re planning for retirement, growing your portfolio, or securing your legacy, we are your dedicated financial partner every step of the way.

Meet CRAIG HARTNETT, CFA®, CFP

Craig Hartnett is the Chief Investment Officer of Boston Investment Advisors, bringing over two decades of expertise in investment management and financial planning. Throughout his career, Craig has held prominent senior roles at esteemed institutions such as BNY Mellon Asset Management, RBS Greenwich Capital, and State Street Bank. His responsibilities have included advising clients on global investment strategies, asset allocation, and portfolio management, earning him a reputation as a trusted leader in the financial industry.

As a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Alternative Investment Analyst (CAIA), Craig combines advanced technical knowledge with a client-focused approach. He holds an M.B.A. from Boston University and maintains Series 3, 7, 24, and 66 licenses, further underscoring his commitment to excellence and professional growth.

Craig’s Philosophy

At Boston Investment Advisors, Craig is dedicated to helping clients achieve their financial goals through personalized, comprehensive strategies designed to grow and protect wealth.

A Client-First Approach to Financial Success. At Boston Investment Advisors, Craig Hartnett believes in a philosophy rooted in trust, transparency, and results. Craig’s approach centers on:

Personalized Planning

Every financial journey is unique. Craig takes the time to understand your goals, challenges, and values to craft a strategy tailored specifically for you.

Comprehensive Strategies

A robust financial plan is more than just numbers. Craig integrates investment management, tax efficiency, and risk mitigation to ensure long-term success.

Lifelong Partnerships

Financial planning is an ongoing process. Craig is committed to supporting you as your goals and circumstances evolve, offering insights and adjustments when needed.

Comprehensive Financial Solutions to Meet Your Needs

At Boston Investment Advisors, we offer a wide range of services to help you navigate every stage of your financial journey:

Investment Management

Optimize your portfolio with personalized strategies designed to meet your risk tolerance, time horizon, and long-term goals.

Tax Planning

Minimize your tax burden with proactive strategies designed to preserve and grow your wealth.

Retirement Income Planning

Secure a stable and sustainable income stream to enjoy a comfortable retirement while mitigating risks like inflation and market volatility.

Insurance & Risk Management Planning

Protect yourself and your loved ones with comprehensive insurance solutions and risk mitigation strategies.

Cash Flow & Budget Planning

Gain control of your finances with a strategic plan to manage expenses, maximize savings, and achieve financial stability.

Estate Planning

Create a legacy that reflects your values with estate planning services tailored to maximize wealth transfer and minimize taxes.

Join us for a complimentary Webinar about creating a strategy for a Secure Retirement

Discover Key Strategies to Help Build Confidence with a Plan Tailored Just for You.

Planning for retirement has never been more critical—or more complex. Join Craig Hartnett, founder of Boston Investment Advisors, for an exclusive complimentary webinar that will help you navigate the modern retirement landscape with confidence.

Gain insights that could shape your financial future:

Maximizing Your Retirement Income: Explore strategies to ensure your savings last a lifetime.
Filing for Social Security: Uncover the optimal timing for your benefits to maximize income.
Mitigating Market Volatility: Learn how to protect your assets from unpredictable market shifts.
Preparing for Healthcare Costs: Plan for rising medical expenses to safeguard your financial security.
Creating a Legacy: Ensure your loved ones are cared for with proper estate planning.

This webinar is perfect for:

Individuals nearing retirement who want to gain practical insights to create a retirement plan tailored to their goals.
Those seeking to optimize their retirement income and minimize risks.
People looking for actionable advice.

This webinar is designed for pre-retirees and retirees who want to make informed decisions, safeguard their hard-earned savings, and build a retirement income plan that lasts.

Reserve Your Spot Today

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Contact Us

Questions about your retirement plan? Ready to start creating a secure financial future? We’re here to help.

Ready To Take The First Step?

Schedule a complimentary strategy session with Craig or attend our next webinar.