Helping Individuals, Families and Business Owners Preserve Wealth
Max Peyser joined The Bulfinch Group in the spring of 2026, bringing with him five years of experience in the financial services industry. Prior to joining the firm, he worked with Boston-based financial institutions in a variety of analytical and client-facing roles, where he developed a deep appreciation for the impact thoughtful financial guidance can have on individuals, families, and business owners. Building meaningful, lasting relationships is at the core of Max’s approach to his work, and he is deeply committed to making personal connections while helping others navigate important financial decisions with confidence and clarity.
Max earned his Bachelor of Arts in Economics from Syracuse University, where he was actively involved in the Pi Kappa Alpha fraternity.
Originally from Needham, Max now resides in Dedham with his wife, Olivia, and their young son, Parker. Outside of work, he enjoys cheering on his favorite Boston sports teams, playing pickleball with friends, and traveling — when he’s not busy keeping up with his son.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.