Andrew Altenbach, CFP® CExP™ RICP®
Who We Serve
Physicians & Residents
From residency through attending status and beyond, physicians face a unique set of financial challenges. We specialize in income protection, student loan strategy, contract negotiation, and building wealth on a physician's career timeline.
Families
Whether you're just starting out or approaching retirement, your financial plan should grow with you. We help families make confident decisions about saving, investing, college funding, and protecting what matters most.
Business Owners
Building a business is one of the most ambitious things a person can do. We help business owners protect what they've built, grow their enterprise value, and plan an exit on their own terms.
Your Financial Partner
Andrew Altenbach is a Certified Financial Planner (CFP®), Certified Exit Planner (CExP™), and Retirement Income Certified Professional (RICP®) based in Needham, MA. He operates through The Bulfinch Group, one of the leading Guardian agencies in New England, and has built a practice centered on serving physicians, families, and business owners.
Andrew's approach combines comprehensive financial planning with the discipline of a conductor — coordinating every element of your financial picture into a coherent, purposeful whole.
→ Meet Andrew →
What Sets Us Apart
Physician-Specialized
Deep expertise in medical career planning
Holistic Planning
Every area of your finances, in one place
Living Balance Sheet®
Real-time view of your financial life
Bulfinch Group Backed
Guardian agency serving New England