Thomas Dwyer, EA, CFP®

Senior Wealth Advisor

Newburyport, Massachusetts

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Thomas helps clients prepare for retirement with confidence and clear direction. He supports individuals and families with coordinated planning and tax-aware decision-making. He finds it especially rewarding to guide clients through retirement transitions.
Thomas joined EP Wealth in 2023 with more than 24 years of advisory experience. He was a principal and co-founder of Resolute Financial, LLC. Earlier roles included management in bank operations, mutual funds, and information systems. He earned a B.A. from Lawrence University, holds the CERTIFIED FINANCIAL PLANNER™ designation, and is an IRS Enrolled Agent.
Thomas’s approach is organized, practical, and education-forward. He helps clients understand options and sequence decisions for retirement income and tax planning. He believes clarity reduces stress and strengthens follow-through.
Thomas enjoys getting outdoors and taking walks in the woods with the family dog. Quiet time outside is a favorite way to reset.