Since Appleton’s founding in 1986, our portfolio managers have weathered differing economic environments, and helped guide multi-generational client relationships.

We’re committed to maintaining our clients’ trust by offering financial planning and investment strategies that address multidimensional needs and long-term objectives.

Here For You.

When we say we’re client-focused, we mean it. Appleton’s business model is designed to allow our team to establish and maintain personalized relationships with financial advisors and private clients.

Aligned With
Your Goals.

As an independent firm, we’re solely focused on finding the right investment and planning solutions for our clients, and manage portfolios and deliver services accordingly.


Transparency in the relationship management and investment process is what our clients expect and deserve. Couple that with access to decision-makers and your partnership with us promises to be enriched.

True to
Our Beliefs

There’s a lot to be said for companies that not only span the test of time, but enjoy consistent growth and success across changing market environments. Appleton’s values and beliefs frame our decisions and are the basis of our future, and we’re proud to apply this experience for our clients’ benefit.

  • 1Manage every relationship and each account based upon the unique needs of our clients.
  • 2We believe that the best approach to achieving specific investment objectives is through separate account management.
  • 3Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.
  • 4Leverage insight into markets and financial planning complexities to help inform our advice and decision-making.

News and Announcements

Keeping clients informed about our firm, its employees and engagement in the marketplace are integral to our values of accessibility and transparency. We are pleased to share what’s happening and welcome your feedback.


Appleton Employee Summer Adventures

Appleton Partners LogoAppleton is extremely proud of our team and the hard work they put in to making our client experiences top notch. We also recognize the amazing work they put in outside the office and are thrilled to highlight a few recent accomplishments.

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Whitney Fitts, CFA Featured on Bloomberg Markets: “The Close” Highlighting Opportunities in Municipals

Whitney Fitts, Fixed Income Portfolio Manager joined Bloomberg TV’s Romaine Bostick and Katie Greifeld to discuss the current market conditions and buying opportunities for Municipal Bonds.  Here they highlight issuance levels and current municipal market trends.

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CNBC’s “The Exchange” Speaks with Jeff Johnson on Munis & SMAs

Appleton’s Jeff Johnson was recently featured on CNBC’s “The Exchange” with Dom Chu concerning the municipal bond market and a surge in interest in separately managed accounts (“SMAs”).

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Appleton Named to 2023 List of Largest Independent Investment Advisers in Massachusetts

Appleton Partners was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 6th largest in total assets under management as of June 1, 2023.

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Appleton in the Community

One of the ways we build great relationships is by being actively involved in the communities in which we and our clients live.

Meet the
Appleton Team

Get familiar with our people! Our team of experienced professionals is committed collaboratively working on behalf of our clients.

Work at

Interested in joining the Appleton team? Please contact Michele Hubley, Director of Human Resources, at 617-338-0700.