Based in the Greater Boston area, The Bulfinch Group is an independent financial services and wealth management firm that has been providing personalized financial advice, experienced investment management to individuals/families and business owners since 1994.

Our Process

We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives.

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Our Community

Supporting organizations important to our community, our associates, and our clients is a core belief. We provide funding to organizations whose purpose is to affect long term benefits for societal, educational, and cultural needs of the Greater Boston area communities. As the firm grows, our goal is to continue to increase the foundation’s size and its ability to further impact the community.

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