Needham, MA -- The Bulfinch Group is pleased to announce that Stephen “Bennie” has become affiliated with the firm. Founded in 1994 and headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a wealth management firm headquartered at 160 Gould Street in Needham, MA.  “We are pleased to have Bennie join our organization,” explains Bulfinch Group President Seth Medalie, CLU^® ChFC^®. "Bennie brings a wealth of knowledge and insight gained from years of hands-on experience in the investment world. Throughout his career, he has been dedicated to helping clients navigate the complexities of the financial markets, thoughtfully managing and helping grow their portfolios with a long-term perspective. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

Bennie’s mission is to collaborate with clients to clarify their financial goals and implement plans that offer both flexibility and long-term protection. Committed to making a difference early in people’s financial lives, he is dedicated to educating and empowering individuals throughout their financial journeys.

He holds an honors Bachelor of Commerce degree in Business Studies and Accounting from the University of Edinburgh. With 25 years spent in Scotland and another 25 in New Zealand, Bennie brings a global perspective to his work. He now lives in Yarmouth, Maine with his wife, Meghan, and three dogs. A father of six, Bennie enjoys cooking, trying to keep fit, reading, and watching nature in his free time.

The Bulfinch Group
Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group also operates Bulfinch Business Solutions, a division devoted to succession planning for smaller, privately-held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit BulfinchGroup.com.

About Guardian 
Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2024 included $11 billion in capital and largest dividend of $1.6 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. 8139256.1 Exp 7/27