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Who We Are

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. For over 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.


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


Our Philosophy

Be Professional

Be Professional

  • We always act with utmost integrity.
  • Our mantra is to always be the “Best at Getting Better.”
  • We believe in ourselves, our process and our value. We own our success.
Give Back

Give Back

  • Bulfinchers share a responsibility and obligation to support our community.
  • We share our time, knowledge and commarderie.
  • We believe in “paying it forward” to have a positive impact on others.
Have Fun

Have Fun

  • We define life / work integration.
  • Life is too long not to have fun!
  • We take our work seriously, but we don’t take ourselves too seriously!

Our Mission

The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. 

We encourage a collaborative environment that strives to enhance existing relationships, discover and build new ones, and to help everyone we meet live their best life possible. We deliver nothing short of excellence.

Our philosophy – Be Professional, Give Back and Have Fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. We promise to be the “Best at Getting Better.”

We Make a Difference.