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Your Medical Practice

Today’s medical professionals are faced with a myriad of financial planning decisions – and wealth management is of paramount importance. With decades of experience in the highly specialized medical field, The Bulfinch Group can help you create a plan to protect your assets, maximize your cash flow, and create wealth accumulation.

Whether you are in training, working in a hospital, private practice or own your own practice, The Bulfinch Group can provide the guidance and attention you deserve. From our extensive experience in working with healthcare professionals, we are here to carefully hone specialized plans to keep your practice running smoothly, efficiently and profitably.

We specialize in working with 

  • Private Practice / Hospital-Affiliated Physicians
  • Physician Assistants (PAs)
  • Medical/Dental Residents & Fellows
  • Medical/Dental Students
  • Healthcare Administrators

As a medical professional, you dedicate your life to help others live better by solving their medical issues. As strategic advisors, we dedicate our lives to improving yours by helping to solve your financial challenges.

Services for Medical Professionals include –

  • Asset Protection
  • Wealth Accumulation
  • Cash Flow Planning
  • Investment Planning
  • Tax Planning Strategies
  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Debt Management & Student Loan Repayment Strategies*
  • Long-term Care Planning


Viewing Your Financial World in One Place

The Living Balance Sheet® – a single secure access point to view all your current financial information in one place, easily available to your anytime, anywhere.

*Guardian and its subsidiaries do not issue or advise with regard to student loans.