Thomas Dwyer

CFP®, EA

EP Wealth Advisors

Senior Wealth Advisor

Contact Me

Thomas Dwyer

CFP®, EA

EP Wealth Advisors

Senior Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Thomas Dwyer, CFP®, EA

Contact Me

978-463-8771

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Thomas Dwyer is a Newburyport, MA  fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thomas Dwyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Thomas Dwyer had more than 24 years of experience as a financial advisor when he joined EP Wealth Advisors in 2023. Thomas previously served as a principal and cofounder of Resolute Financial, LLC. Prior to focusing on financial planning, he held management positions in bank operations, mutual funds and information systems. Thomas holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, and as an enrolled agent with the IRS he is qualified to assist clients with portfolio tax strategies and provide tax planning for those entering retirement. Showing clients the path to a successful retirement is what he finds especially rewarding about his career in wealth management. When he’s not helping clients reach their goals, Thomas enjoys getting outdoors for a walk in the woods with the family dog.

Education

Lawrence University, B.A.

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Thomas Dwyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Enrolled Agent with the IRS (EA)
    Thomas Dwyer is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Thomas Dwyer

978-463-8771

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Office Locations:

  • 102 State Street
    Suite E
    Newburyport, MA 01950

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