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Richard Belofsky

The Bulfinch Group

about Richard


Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. His clients benefit from his nearly 35 years of experience as a financial advisor. He has an extensive experience dealing with estate planning issues, and the special opportunities and challenges faced by business owners. Richard’s accomplishments and affiliations include:

  • Member of the Boston Estate Planning Council
  • Appeared as financial specialist on Boston Business Radio
  • Seven-time winner of the Five Star Wealth Manager award as published in February 2018 issue of Boston magazine

Richard and his wife Mary Beth live in Arlington and have three adult daughters. He serves on the Board of The Sanborn Foundation for the Treatment and Cure of Cancer and the Planned Giving Committee for the Special Olympics. Richard enjoys sailing and coaches for the Special Olympics sailing program.

About The Bulfinch Group

The Bulfinch Group is a financial services and wealth management firm headquartered in Needham, MA with offices throughout New England. The Bulfinch Group takes a redefined, client-centric approach to wealth protection and growth management. 

For further information about The Bulfinch Group, please visit  


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