Avery Dwyer
CFP®
Resolute Financial, LLC
Financial Planner
Avery Dwyer
CFP®
Resolute Financial, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Avery Dwyer, CFP®
Fee-Only financial planner located in Newburyport, MA, serving clients locally and across the country
Avery Dwyer is a Newburyport, MA fee-only financial advisor serving clients locally and across the country. Resolute Financial, LLC provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Avery Dwyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Avery Dwyer joined the Resolute team in June 2021, after two and a half years as an advisor associate at a wealth advisory firm in Boston. Planning is in her blood – having watched her father and our founder, Tom Dwyer, build his original practice back in 1998 from her childhood home in Newburyport.
Prior to entering the financial industry, Avery worked in the travel industry and has had the special privilege of traveling across the globe – from South America, to Asia, to Europe, to the Middle East.
In her spare time, Avery volunteers at a community cable television station and has served as a personal finance coach for Budget Buddies in Chelmsford. Avery’s hobbies include videography, live music (listening and playing), spending time outdoors, and of course – travel.
Education:
- Trinity College, Hartford, CT (BA International Studies – Sustainable Development)
- Boston University, Certificate in Financial Planning
Registrations/Memberships/Certifications:
- NAPFA- Registered Financial Advisor, National Association of Personal Financial Advisors
- Certified Financial PlannerTM
Avery Dwyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Experienced and objective financial planning and investment advice
Our fee-only approach is different from fee-based approaches where advisors charge a fee AND sell products for a commission. Unlike most other financial planning firms, we’re compensated solely by our clients. The result? You get financial strategies that serve your best interests. There’s no outside financial incentive compelling us to do otherwise.
Consistent Client Service Leads to Satisfied Clients
A good measure of client satisfaction is client retention, and is something we focus our efforts on, and are very proud of.
Driven by client retention and new referrals, we’ve become the largest NAPFA-registered fee-only financial planning firm between Boston and southeastern New Hampshire. Indeed, for every year beginning in 2010, Financial Advisor Magazine has included Resolute Financial in its national ranking of leading financial firms.
Existing clients are the source of approximately half of our new referrals. Many other professionals (such as attorneys and accountants) also refer clients to us. Our clients and peers recognize our expertise and the importance of fee-only fiduciary relationships.
Have confidence during market ups and downs, while working with our experienced financial advisors
During the recent financial crisis, many people abandoned their investment plans and lived in confusion and fear. There is a better way. We work with each client to identify goals and keep them in focus in all market situations. Successful investing is a long-term process, and our professional fee-only financial planners can help you manage emotional reactions to volatile markets.
What’s more, we explain our strategies and investments so you can see how all elements of your plan work together. Feel secure in your financial present and future. Let us focus on your finances so you can focus on the rest of your life.
Our CFP® practitioners stay up-to-date on the latest in financial planning
Resolute Financial is a partnership of seasoned financial planners. CERTIFIED FINANCIAL PLANNER™ professionals are required to complete continuing education hours to maintain their certification, covering topics such as investments, retirement strategies, tax & estate planning, and ethics. Resolute’s advisors are often invited to speak as subject matter experts at National Association of Personal Financial Advisors conferences. Become a Resolute Financial client and benefit from our education, experience and expertise.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Avery Dwyer is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Avery Dwyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Avery Dwyer
Office Locations:
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102 State Street
Suite E
Newburyport, MA 01950 -
50 Salem St.
Bldg B, Suite 207
Lynnfield, MA 01940 -
875 Greenland Road
Suite A10
Portsmouth, NH 03801
