News & Announcements


Appleton Employee Summer Adventures

Appleton 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.


Ben & Amanda Holcombe Summit Mt. Kilimanjaro

This August, Ben and his wife Amanda completed their mission to climb Mt. Kilimanjaro in Tanzania. Mt. Kilimanjaro is the highest mountain in Africa with an elevation of 5,895 m (19,341 feet for us Americans).


Kerry Needham Part of Nantucket Charter that Nabs 400lb Bluefin Tuna

Kerry recently embarked on a charter fishing trip with Albacore Charters from Nantucket and they were rewarded with quite the catch.  The prize catch weighed in at over 400 pounds and measured 83 inches (about 6 feet 9 inches).  The Bluefin wasn’t the only highlight of the outing with the sighting of multiple humpback whales along their journey.

Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...
Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.
Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.