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 IRAs, tax planning and retirement distributions. Richard is a Financial Advisor with LPL Financial, providing investment management and financial planning services, as well as serving as an advisor to corporations for 401k Plans.
In 1998, Richard founded Ipswich Bay Advisors, offering individuals and businesses the full complement of Investment Management, Retirement Planning, Tax Planning and Qualified Retirement Plan Services.
As a qualified LPL Financial Advisor, Richard offers a differentiated approach whereby each client’s financial plan includes proprietary tax planning strategies designed with the goal to reduce or eliminate taxes in retirement. He combines his extensive investment management, retirement planning and tax expertise, to provide his clients with a comprehensive financial plan so they can approach their future with confidence.
Richard holds himself to a fiduciary standard and is licensed in multiple states across the US. He holds a full complement of securities licenses including FINRA series 6, 7, 24, 26, 63 and 66 with LPL Financial, enabling him to offer his clients the complete universe of investment options and financial advice.
Richard is a graduate of Salem State University, member of Trustees of Reservation, Cape Ann Museum Fitz Henry Lane Circle Member, and sponsor of VNA Care Northshore.
Ed Slott is not affiliated with Ipswich Bay Advisors and LPL Financial.