Wellesley Investment Advisors, Inc. is an SEC registered investment advisory firm serving individuals, families, trusts, retirement plans, and other investment professionals. Founded in 1991 by Greg Miller, CPA and Darlene Murphy, CPA, CFP®, the firm specializes in the management of convertible bonds deploying an absolute return-seeking strategy. Wellesley Investment Advisors provides convertible bond investment services through separately managed accounts, a private partnership, and mutual funds.
Since its inception, WIA has grown under Greg and Darlene’s leadership to a firm with assets under management exceeding $2 billion and over 35 employees. During this period of growth, the firm has received numerous industry recognitions and is pleased to announce that Barron's Magazine named Greg Miller and Wellesley Investment Advisors to its list of America's Top 100 Independent Financial Advisors for the sixth consecutive year, ranking ninth nationwide in the August 29, 2016 publication. Barron’s Magazine also named Greg Miller and Wellesley Investment Advisors the number one financial advisor in Massachusetts for the third year in a row in its Top 1,200 Financial Advisors list published in March 2017.
A Barron's Top 100 Independent Financial Advisor for Six Consecutive Years
2016 Ranking: #9 in America
A Barron's Top 1,200 Financial Advisor, 2017 Ranking: #1 in Massachusetts