Broker Check

Our Firm

The Bulfinch Group was founded in 1994 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.

We make it our responsibility to help ensure that individuals, families and businesses reach a maximum wealth potential. We accomplish this by offering unmatched experience and distinguished service to our clients; The Bulfinch Group focus is on understanding our clients’ unique dreams and aspirations and implementing comprehensive strategies to help them build and preserve wealth.

Every client situation is unique and we recognize that there is no one-size-fits-all strategy – we thoroughly review your financial position, delivering a plan that best addresses your financial concerns, goals, and objectives.

As your dedicated team, we can help fully implement, monitor, and analyze your financial positions as well as the market as a whole – constantly adjusting to best fit your ever-changing needs as well as regularly communicating our progress.

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 professionals, The Bulfinch Group provides comprehensive financial strategies carefully tailored to each individual situation. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.

We offer our clients comprehensive solutions to grow and preserve wealth by redefining the wealth management process. Our philosophy is that wealth management goes far beyond investment management. We believe in a protection-first strategy for clients, protecting cash flow-- the engine behind all growth.

For 25 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.