Team Approach

Strength in numbers


As a client of H.M. Payson, you gain an entire firm working on your behalf. Every investment advisor is supported by our team of portfolio managers, trust officers, financial planners, and research analysts – all highly credentialed and experts in their fields.  Our team approach fosters collaboration among the Firm’s myriad disciplines – portfolio management, financial planning, and trust and estate administration, investment research – for the sole purpose of providing you with unbiased and comprehensive financial advice. 

Our staff ranges from those who have been with us for decades to new hires, straight from business school. All voices are heard, and innovation is encouraged. That’s how we attract and keep the best talent. Each plays a part in our essential mission: to offer clients customized, personal service.