The Bulfinch Group was founded in1994 on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities we serve. For nearly 35 years, we have maintained a tradition of excellence for individuals, families and business owners. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, as well as in the communities in which they live.

Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting advisors, The Bulfinch Group provides comprehensive financial strategies carefully tailored to each individual situation. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We strive to provide every client, candidate and friend of the firm with The Bulfinch Group Experience, which is built on three pillars that are integral to our brand DNA: 

EXCELLENCE – We provide an environment dedicated to the confident pursuit of maximizing individual potential.

INTEGRITY – We hold ourselves to the highest moral and ethical principles in all of our personal and professional interactions.

PASSION – We possess an unwavering belief in what we do for our clients and the community; we have a compelling emotional connection to Our Mission