Helping physicians, professionals, and entrepreneurs reach their full financial potential.
At some point we look back and realize we’ve made big decisions that have set us on our life’s path. We decided where to go to school, which career to pursue, where to live, whether to get married and have kids. These decisions have real, lasting impacts to our lifestyles and our financial futures.
It’s my honor to help physicians, professionals, and entrepreneurs reach their full financial potential. Smart strategies—like building wealth, managing education debt, and protecting income—work best when we put them in place early. I help clients thoughtfully piece together all the parts of their financial lives to create a strategy that works in real life.
This process is especially critical for my high-earning clients, like doctors. Whether it’s sharing financial literacy to all my clients, or meeting one-on-one for personal planning, I truly enjoy helping others understand and manage their money. It’s not always easy when you’re working hard, launching businesses, and starting families. But that’s why you choose a partner who understands where you are now life—and where you’re going.
Hayden Cassidy is a Wealth Management Advisor with The Bulfinch Group in Needham, MA. He holds degrees in Sports Management and Business with an Economics focus from Springfield College. When he’s not helping clients, you can find him golfing, hiking, coaching youth lacrosse, and coaching youth swimming. He lives in New Hampshire with his partner, Laura and her son, Kiernan.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL89657; FL Insurance License #W415886.