Advisor at Boston Family Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Boston Family Advisors LLC
Location
Boston, MA 02116
Credentials
CFA®
Industry experience
5 years
Warren Gibbon is a CFA® charterholder with five years of industry experience. He has been with Boston Family Advisors LLC since 2020 and previously worked at Aberdeen Standard Investments from 2012 to 2018. Gibbon is also a member of the BFA Private Opportunities Fund I GP, LLC, a private investment fund. 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, primarily long-term investment approach across a range of asset classes and offers comprehensive family office functions alongside trustee and fiduciary services through an affiliated trust entity.
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
2020 - Present (6 years)
UnEMPLOYED
2019 - 2020 (1 year)
Aberdeen Standard Investments
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
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.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")