Newburyport, Massachusetts Office

102 State Street
Suite E
Newburyport, MA 01950

Phone: (978) 463-8771

Fax: (978) 463-8774

Thomas Dwyer

Thomas Dwyer, EA, CFP®

Senior Wealth Advisor

Newburyport, Massachusetts

  • 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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