Advisor at Boston Family Advisors LLC
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John Ahrens is a financial advisor at Boston Family Advisors LLC with Series 65 credentials and two years of experience at the firm. His prior roles include positions at Boston College and Bessemer Trust. Boston Family Advisors provides investment management and family office services to families, high-net-worth individuals, trusts, estates, and pooled investment vehicles. The firm employs a tailored, long-term investment approach across a broad range of asset classes and offers affiliated trust and fiduciary services along with oversight of independent managers.
Based on Boston Family Advisors LLC
Based on Boston Family Advisors LLC
Based on Boston Family Advisors LLC
Annual fixed fees for Family Office Services and Investment Management Services, up to 1.00% of assets under management for Investment Management Services
Performance-based fees of 20% of capital gains or appreciation charged by the private investment fund; waived by BFA for clients who invest in the fund
Minimum fee: Up to $500,000 annually for Family Office Services
118 Newbury Street, Suite 2
Boston, MA 02116
Massachusetts
Boston Family Advisors LLC
2024 - Present (2 years)
Boston College
2022 - 2024 (2 years)
Bessemer Trust
2019 - 2022 (3 years)
SUNY Binghamton
2017 - 2019 (2 years)
Suffolk Community College
2015 - 2017 (2 years)
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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