"While interviewing with several reputable financial firms, I quickly knew The Bulfinch Group stood apart from the rest. My path began with the firm’s training and supportive culture. Bulfinch Associates are expected to possess a high level of knowledge, attention to detail and pure grit. To support these expectations, the firm provides deep resources like mentorships, marketing and research. I then utilize this foundation to provide exceptional holistic advice to my clients. Regardless of resources and life stages, I can equip my clients with a gamut of strategies that benefit their lives. As they see the pieces of their financial lives coordinating in harmony, you can see the confidence in their eyes and hear it in their voices. Those moments of true financial planning are the most gratifying, and I look forward to a long career of making positive impacts on people’s lives.”
- Andrew Altenbach, Joined in 2020
“Much like being a doctor, a nurse or fitness coach, a financial advisor can help individuals, families, and business owners to be on a better path - to enjoy more freedom, peace, and confidence about their finances and their future in general. What an awesome privilege that is when your craft allows you to do that! It’s that much more important than that you find the right firm, platform and ecosystem that aligns with your values so that you can be the best version of your dream.”
- Yoon-hi King, Joined in 2020
"I joined The Bulfinch Group because I want to positively impact people’s lives. It was apparent to me during the company’s selection process that The Bulfinch Group is a special place that shows attention to the details — the same level of attention that they give to their clients. It is nice to wake up each day with a purpose. I think my clients would all say, because of our work together, that they have moved closer towards their objectives for their families. They now have a cohesive strategy in place for their finances which helps create independence, confidence and clarity.”
- Jonathan Pierre, Joined in 2018
“Frequently women approach issues of money and finance with a perspective that is often overlooked by traditional financial services companies. I strive to create a comfortable environment in which clients can acquire the knowledge and strategies for building and preserving wealth.”
- Amy Lampert, Joined in 2011
"My prior career was in software sales, and although I enjoyed some aspects of it, I did not enjoy feeling like I was a cog in a machine. I wanted to get into a line of work that allowed me to be a bit more self-directed.
When I first started interviewing with The Bulfinch Group, it felt different from other places I considered. I felt as though I could really forge my own path and build something of my own while still receiving support and guidance from leadership and the other advisors within The Bulfinch Group.
The initial training gave me the baseline I needed to start my career quickly, and the ongoing support, from training sessions to working on cases with more established advisors, has helped me hone my skills every day.
I am very grateful for the culture that leadership has fostered – it is not only highly entrepreneurial and self-directed, but also supportive and focused on helping each advisor find success on their own terms.
Despite being relatively new to the industry, I go into client meetings with a tremendous amount of confidence knowing that I’ve been trained by consummate professionals. That confidence allows me to help my clients make the best, most informed decisions for their unique circumstances.
After 2 years here, I am happy to say that making this career move was the best professional decision I have ever made.”
- Christopher Mackey, Joined in 2023
“Having grown up surrounded by this business, I had the privilege of speaking with my father’s clients and hearing some of their stories. When I started my first job out of college, I noticed that the planning people were doing was not consistent with what I had come to know. Even my own planning was drastically different than my peers. I entered this business to show as many people as possible that there is a better way to plan, and that through understanding different planning vehicles and creating a cohesive strategy, you can re-take control of your financial future.”
- Andrew Guyton, Joined in 2013
Father-Son Team (The Guyton Group)
"Before joining The Bulfinch Group, I had spent eight years in the financial services industry, though not in an advisory role. My experience was more behind the scenes, working as a financial analyst at some larger financial services organizations. At the time, the financial advice I received was primarily product-focused, lacking a broader, strategic approach.
About 13 years ago, I was introduced to The Bulfinch Group. I had the opportunity to meet with several of our successful advisors. From the beginning, I noticed something different — their focus wasn’t just on selling products, but on delivering comprehensive, tax-efficient strategies tailored to each individual. That experience shifted my perspective.
I realized I did not want others to go through the same fragmented financial guidance I once did. That’s what inspired me to join The Bulfinch Group: to help clients achieve financial clarity and long-term confidence. Through coordinated planning and financial organization, we empower our clients to reach financial freedom sooner and enjoy more meaningful time with their families.”
- Brad Champion, MBA, ChFC®, Joined in 2013