Team Member

As Vice President of Wealth Management and Head of the Investment Department at The Bulfinch Group, Gracio Garcia brings decades of hands-on experience guiding high-net-worth individuals, families, and business owners through complex financial landscapes. At the helm of an eight-person investment team, he leads the development and implementation of strategies across equities, fixed income, annuities, and alternative investments—all anchored in a client-centered philosophy.

A true testament to his dedication, Gracio's entire career has been spent with The Bulfinch Group, a place he is proud to call his professional home.  His consistency and commitment over the years mirror the same values he brings to his clients—trust, stability, and genuine care.

Gracio’s influence extends beyond portfolio construction. He helps shape the firm’s culture of collaboration and excellence and is proud to be among the firm’s Elite Advisors—an exclusive designation reserved for top-performing professionals who deliver exceptional client outcomes. He also serves on the Executive Advisory Board of Park Avenue Securities, where he collaborates with industry leaders to influence policy and elevate service models in the wealth management arena.

Gracio has earned recognition in the industry for his consistent excellence: a two-time recipient of the Forbes Best-in-State Wealth Advisor Award* and a multiple-year honoree of the Five Star Wealth Professional Award*. These accolades reflect both his personal dedication and the high standard of service delivered by his team.

Gracio resides north of Boston with his wife and two children. Motivated by his love of rowing, he co-founded the Gentle Giant Rowing Club, a 501(c)(3) nonprofit dedicated to making the sport accessible to participants of all ages, cultures, financial means, and physical abilities—a reflection of his belief that success is broadened by community and giving back.