25
Years Of Experience
An Independent Financial Advisory Firm
Offering a unique approach to help you reach financial success
Triton Financial derives its name from Triton, the mythological Greek god of the sea who carried a three-pronged spear. Triton Financial takes a three-pronged approach to wealth management — comprehensive financial planning, investment management and risk management (insurance). This approach helps clients make smart financial decisions through highly personalized service.
Savvy investors demand higher levels of knowledge, integrity, and financial sophistication from their advisors
Small independent boutique financial planning and investment firm serving in the best interests of clients
A diversity of skills and expertise in many areas including portfolio management, insurance planning, tax management, estate planning and other critical related areas.
Knowledgeable in the many facets of the financial industry, including securities, insurance, taxes, and other areas that affect your financial portfolio.
Why choose us
constant innovation
Our mission
To become indispensable in helping clients make smart financial decisions through highly personalized service, trust and integrity.
Our Vision
To provide all investors with sound investment advice combined with a breadth of financial services to help each client reach their financial goals.
Our Approach
We take a three-pronged approach to wealth management — comprehensive financial planning, investment management and risk management (insurance) — helping clients make smart financial decisions through highly personalized service.
Why us?
Every investment account is managed separately and customized with individual stocks, bonds and mutual funds to match the client’s risk level and investment objectives. That is what makes us unique and that is why many individuals and businesses trust us to help them navigate today’s complex and ever-changing financial markets.
Our great team
Experts in finance, Investing and Wealth Management
Bob Gustafson
President
Certified Financial Planner®
Recogition
2012 Business Person of the Year – Marlborough Regional Chamber of Commerce
Feedspot’s Top 70 Financial Planning Blogs on the web in 2021.
In the News
How Should You Handle Your Retirement Savings And Investments During COVID-19?
In 1995, Bob founded Triton Financial (formerly RKG Financial), an independent Financial Planning and Investment firm based in Marlborough Massachusetts.
Prior to starting the firm Bob was an advisor with American Express Financial Advisors and previously worked with J. W. Gant Investment Bankers of La Jolla, California.
Bob currently serves on the executive board of directors for the Marlborough Regional Chamber of Commerce and serves on the Board of Directors of Thrive Support and Advocacy. He is a past member of the board of directors for the Northern New England chapter for the Financial Planning Association.
Bob is a founding member of Triton Business Advisors, a management consulting firm comprised of a diverse and experienced group of business consultants all of whom are widely recognized in their respective areas of expertise. The firm was established with the goal of offering a comprehensive solution for all of your key advisory related needs.
Bob hosted a weekly financial show called Financial Spotlight on WCRN True Talk Radio 830 discussing various topics relating to the state of the economy, world markets and other important issues that affect the residents of Massachusetts. Listen to some of the highlights of the show in the Financial Focus Blog or Financial Fridays Podcast.
Bob and his wife Karen feel that it is incredibly important to give back to the community and they generously donate to a variety of different charities. With the help of the Marlborough Regional Chamber of Commerce, Bob and Karen are setting up a foundation that will work to help people who want to adopt a child but cannot afford to do so. Adoption is a very expensive endeavor and there are many people who would love nothing more than to provide a home but lack the initial investment required to make it happen.
Abraham Santos
Senior Financial Planning Associate
Abraham Santos has been with Triton Financial Group since 2018. With previous experience working in the investment and life insurance space, Abraham has had an ideal foundation for his work as a financial advisor and business consultant. Abraham is currently pursuing the Certified Financial Planner (CFP®) designation.
His attention to detail, listening skills, and empathy are symbols of his appreciation by his clients. He is supported by a team of specialists whose teamwork and professionalism help him build long-term relationships with his growing client base. Abraham is passionate about networking and is involved with many groups in and around Boston.
Abraham graduated from the University of Massachusetts Amherst with a degree in business economics.
CFP®, and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements
