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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. 


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.