Canby Financial Advisors
42yrs
Top advisor by experience in Framingham
17yrs
Thomas Boardman
Financial advisor at Strategic Advisers
Based in Framingham, Massachusetts, Thomas Boardman is a fiduciary financial advisor with 17 years of industry experience. Thomas joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Thomas holds the CFP® designation.
One of 77 advisors with offices in Framingham, and one of 74 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
Office405 Cochituate Road, Framingham, MA 01701
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
Contact Thomas
(617) 563-7000Firm headquarters in Boston, MA. Ask for Thomas. 405 Cochituate RoadFramingham, MA 01701Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Strategic Advisers at (617) 563-7000 and ask for Thomas Boardman. Thomas works from the Framingham, MA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2009, about 17 years. Top 20% by experience at Strategic Advisers.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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