News & Announcements


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.


Find the Cause Breast Cancer Foundation serves to fund efforts to find the cause of breast cancer, a disease that affects 1 in 8 American women. Their mission is to fund research on the environmental causes of breast cancer, educate the public, and focus on prevention.


The International Rescue Committee (IRC) has launched an emergency appeal to support displaced families in Ukraine. Through local partners, the IRC is providing aid that assists the evacuation of women and children, information and psychological support, as well as critically needed supplies.


On behalf of the Appleton Partners team, we wish you and yours a very happy and healthy holiday season and joy and peace in the New Year.


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.
Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.
It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.