150A Andover Street,
Founder and Managing Partner
Richard is a Certified Wealth Strategist, Accredited Investment Fiduciary and author of the book, Your Personal Retirement Machine. He is also a member of Ed Slott’s Master Elite IRA Advisor Group, the nation’s leading experts regarding...
CIMA, Wealth Manager
As a Wealth Manager at Ipswich Bay Advisors, Bart brings a vast and extensive background of investment management, research, and financial planning knowledge to his clients. Clients of Bart benefit from his fiduciary approach in...
AIF®, Managing Director, Retirement Plan Services
Brody brings over 19 years of experience in defined contribution plans to Ipswich Bay Advisors where he has worked in a variety of different roles, working with companies of all shapes and sizes. He excels at helping plan sponsors with...
As Executive Assistant for Ipswich Bay Advisors, Amy is passionate about providing outstanding customer service. Amy is an accomplished assistant offering over 25 years of administrative experience. She is a consummate professional...