Broker Check

Experienced Financial Advisor

You may currently be with another firm or found yourself having recently left due to lack of support or a culture that did not support the growth of your practice. If you are currently Series 7, 63 and 65; or 7 and 66 FINRA licensed, we’re the choice for you due to our broad depth of resources, sales support, and inclusive culture.

At Bulfinch, we provide a team-based structure that works closely with the advisor to ensure that training, including learning and development, are part of the onboarding curriculum. We also have a dedicated marketing team that will work with the advisor to help brand, promote and market the practice to varying target markets.

At The Bulfinch Group, our mantra is "while you are in business for yourself, you are not by yourself."

The Living Balance Sheet®(LBS®) — Your Planning Tool:

We show your clients the big picture — we believe your clients deserve a complete picture of their financial life. LBS easily captures and organizes client data to create that simple financial picture for clients. From there, you strategize on how to optimally build and protect the future they aspire to, understanding how individual financial decisions work together.

The Living Balance Sheet® is a financial planning software platform owned by Guardian Life running off the eMoney platform.

If you are an experienced financial advisor, looking for a fresh start to bringing your practice to the next level, please contact Douglas Reiss, Director of Talent Acquisition, at or (617) 921-6827.

In order for you to create a larger impact, The Bulfinch Group will focus on your unique ability, and allow you to prosper in the role of adding value to your clients’ lives. Find out more about what it means to be a financial advisor & a leader in our business. Join a team that provides unlimited growth potential, team-based selling - where every opportunity is within your grasp, marketing support to attract new clients, and unparalleled administrative and sales support to build a practice the way you want.

If you have a passion for helping others, want to make a meaningful impact and have some fun along the way, we'd love to meet you. 

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