Broker Check

Our Partners

Bay Financial

Catalyst Wealth Advisors is part of a larger team of advisors associated with Bay Financial Advisors, LLC. Founded in 1951 and located in Waltham, Massachusetts, Bay Financial is one of the oldest and largest financial services firms in the northeast. The team at Bay Financial possesses a full complement of professional expertise. They are accredited in the fields of accounting, law, finance, investments, insurance, retirement and estate planning.

LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best, help their clients attain their financial goals and fulfill their dreams.

*As reported in Financial Planning magazine 1996-2015, based on total revenues.