Bob Esdale, MBA, CFP®, CRPS®
Bob is the lead advisor and founder of Esdale Wealth Advisors. Although he works with all of our clients, he particularly enjoys drawing on his 30+ years of engineering, corporate, and financial industry experience to tackle complex issues such as retirement income planning and lifetime financial plans. In addition to his role advising individual clients and their families, Bob serves as our retirement plan specialist, assisting small business owners with advice in the selection and operation of their company retirement plans.
Bob is a graduate of Boston University’s Graduate School of Management and Boston University’s Financial Planning Program. In addition to holding an MBA and a bachelor’s degree in electrical engineering, Bob is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plans SpecialistSM, and a registered representative and investment adviser representative affiliated with Commonwealth Financial Network® of Waltham, Massachusetts.
A native of the South Shore of Massachusetts, Bob and his family have lived in the Wilmington area for more than 30 years. When away from the office, Bob spends a fair amount of time in the New Hampshire mountains hiking and skiing.
Daniel Esdale, MSF, CFP®, CRPS®
Dan is a well-rounded advisor who has 12+ years of client experience with our firm. Over the years, he has worked with a wide variety of clients but he especially enjoys working with young families who are just starting out, as it offers him the opportunity to teach them about prudent financial management and investment decisions at a point when it can make a significant difference in their lives. In addition to his role as an advisor, Dan also represents our firm with the local Chamber of Commerce where he currently serves as the organization's treasurer and a voting board member.
Dan graduated with his bachelor's degree from Stonehill College in the spring of 2007 and joined our firm shortly thereafter. Dan currently holds FINRA 7, 63, and 66 securities registrations, a Massachusetts Life Insurance producer's license, and acts as a Registered Representative/Investment Advisor Representative for Commonwealth. Since joining us, he has earned the CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Retirement Plans SpecialistTM designation, a certificate in Financial Planning from Boston University, and an MS in finance (investments and securities) from Southern New Hampshire University.
Dan currently resides in Tewksbury, Massachusetts, and enjoys many activities, including skiing, kayaking, traveling, and trying new things. He is also a loyal and dedicated fan of the Boston Bruins.
Director of Client Services
Matt joined our firm in January 2015 as a financial assistant and has steadily taken on more responsibilities over the years. He currently acts as our director of client services, which puts him in charge of the operations side of our practice. He currently oversees our firm's: client records, cashiering requests, case workflow, and serves as a crucial liaison between clients and their advisor(s) during the financial planning process.
Matt is a graduate of Plymouth State University, where he majored in business management with a concentration in finance and minored in both professional communications and economics. After college, Matt began his financial career working for Fidelity Investments. There, he specialized in working with clients who had 401(k) and 403(b) accounts and was repeatedly recognized for delivering excellent customer service to clients. Matt currently holds the FINRA Series 7 and 66 securities registrations.
Matt currently resides in Manchester, New Hampshire, where he has lived the majority of his life. He enjoys spending time with his family and friends and is an avid fan of all New England-based sports teams, but none more so than the Boston Red Sox.