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 Partners Included in 2022 Top Fee-only RIAs in Investment News

Appleton Partners is excited to announce that our firm was ranked as one of Investment News Top Fee-only RIAs for 2022 as of August 23, 2022. Appleton is 100% employee-owned and operated and has been serving the wealth management and financial planning needs of clients in a personalized manner since 1986.

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JP Chevriere, Appleton Board Member, Passes Away at Age 75

It is with sadness that we announce the passing of JP Chevriere, a longtime, admired member of Appleton Partners’ Board of Advisors, after an extended illness. JP joined Appleton’s Board in 1989 and has served our senior management team and company at large with distinction ever since.

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Happy Holidays From All at Appleton Partners

We look to the end of an eventful year and towards 2023 with gratitude for our partners and your ongoing trust and support. It is with this appreciation in mind that we reaffirm our commitment to making an impact in our community by supporting two worthy organizations.

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Jeff Johnson Discusses 2023 Muni Outlook on CNBC

Jeff Johnson joins Kelly Evans and Dom Chu on CNBC’s ‘The Exchange’ to discuss the outlook for municipal bonds in 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.