The Bulfinch Group is pleased to announce that Spencer Plassman 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 Spencer join our organization,” explains Bulfinch Group President Seth Medalie, CLU^® ChFC^®. “Spencer brings a wealth of knowledge regarding the complexities of business development and wealth protection to his new post. He will be a tremendous addition to The Bulfinch Group and a remarkable asset to his clients.”

With a deep-rooted understanding of the significance of financial confidence and a holistic approach to financial strategies — stemming from observing too many inconsistencies in an individual’s financial world — Spencer is on a mission to empower his clients. His goal is to help professionals and business owners achieve a more secure financial future, enabling them to focus on what truly matters in their lives.

Originally from Ohio, Spencer’s previous role in the film industry took him from Atlanta to New York, eventually landing in the Boston area to be closer to family. Spencer earned a Bachelor of Science (B.S.) in Communication with a minor in Business from Ohio University. 

Outside of work, Spencer enjoys his busy family life with 4-year son Graham and infant daughter Penelope. He also enjoys basketball, golf and trying out new music venues. Spencer and his wife currently reside in Maynard.

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.