Appleton Partners: Business Continuity and Client Communication

With the effects of Coronavirus unfolding daily, we wanted to share steps being taken at Appleton Partners to ensure the interests of our clients, business partners and employees are protected.

04.29.2026

Jennifer M. Hall, CFP®, AEP® Elected to BEPC’s Board of Directors

"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."

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12.29.2025

Caroline Schmidt, CFA Named to Smith’s Research & Gradings 2025 Rising All-Star Team

"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."

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10.21.2025

Remembering Kathleen M. Burge, Co-Founder of Appleton Partners

"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."

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