Independent Wealth Management Firm in Greater Boston
Holistic Wealth Management Made Simple
At The Bulfinch Group, we go beyond traditional wealth management. Our team of advisors helps individuals, families, and business owners create clear, actionable strategies to grow and protect their wealth—so you can focus on what matters most.
Let’s build your financial future, together.
Our Services
How Can We Help?
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Financial Planning
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Investment Management
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Retirement Needs Analysis
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Cash Flow / Budget Review
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Estate Planning Services
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Sucession Planning
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Protection Planning
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Charitable Gift Guidance
Visit Us
Our Offices
160 Gould Street, Needham Heights MA, 02494
Our Services
With a team full of experts, we offer a wide range of services for all aspects of your financial planning journey. From retirement planning to wealth transfer advice, we have everything you need to provide financial stability.
A Dynamic Team -Based Process
An approach that includes you, relevant family members, our team and coordination with outside professionals.
Recent Blog Posts
Webinar Clips
Stay Up To Date on Investments
Stay informed and empowered with our library of financial webinars and step-by-step tutorials. Whether you’re exploring retirement strategies, learning how markets work, or sharpening your investment knowledge, our media hub gives you expert insights in an easy-to-understand format. Watch on-demand sessions, follow practical tutorials, and gain the tools you need to make confident financial decisions.