Thomas Dwyer, EA, CFP®
Senior Wealth Advisor
Thomas finds showing clients the path to a successful retirement especially rewarding in his career in wealth management.
With more than 24 years of experience as a financial advisor, Thomas joined EP Wealth Advisors in 2023. He 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 B.A. from Lawrence University and earned the CERTIFIED FINANCIAL PLANNER™ designation from the CFP board. 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.
When he’s not helping clients reach their goals, Thomas enjoys getting outdoors for a walk in the woods with the family dog.
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