Our Mission

Through our commitment to excellence, caring and the highest level of customer service, we continuously seek that which is in the best interest of each client, providing innovative business and wealth management strategies and insight into opportunities for financial growth.

Ipswich Bay Advisors is a culmination of over three decades of experience and the development of expertise in the following areas:

Investment advisory services* to institutional and private wealth clients
Investment, retirement, estate and insurance planning*

We believe the keys to a successful, long-term partnership with our clients include:

Complete fee disclosure and transparency in all financial matters
Our continued commitment to communication and education with clients and the industry
Our freedom from any conflicts of interest
Combining integrity, innovation and expertise in our highly-responsive and proactive personal client relationships

*Securities offered through United Planners Financial Services. Member FINRA/SIPC. Advisory services offered through Capital Advisory Group Advisory Services, LLC. Insurance products offered through Ipswich Bay Advisors, Inc. Ipswich Bay Advisors, Capital Advisory Group Advisory Services and United Planners are independent companies.