Daniel Esdale, MSF, CFP®, CRPS™

Daniel Esdale, MSF, CFP®, CRPS™

Wealth Advisor

Dan is a well-rounded advisor who has 15+ years of client experience with our firm. Over the years, he has worked with a wide variety of clients, including Multi-Generational Families, Widows, Families/Individuals affected by Divorce, Young Families, Professionals, Pre-Retirees, and those well into Retirement. He particularly enjoys helping clients work through the process of putting together a Comprehensive Financial Plan meant to help identify individual/family financial goals and putting a plan in place to help achieve those goals. In addition to his role as an advisor, Dan also represents our firm with the Wilmington/Tewksbury Chamber of Commerce, where he currently serves as the organization's Treasurer, as well as 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 the FINRA 7, 63, and 66 securities registrations, a Massachusetts Life Insurance producer's license, and acts as a registered representative/investment adviser representative for Commonwealth. Since joining us, he has earned the CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Retirement Plans Specialist™ 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 Marshfield, Massachusetts, but grew up in Wilmington, MA and lived in Tewksbury, MA for more than a decade. He maintains strong ties to the local community through his volunteer work with the local Chamber of Commerce. Outside of work, Dan enjoys many activities, including skiing, kayaking, traveling, and cheering on his favorite team, the Boston Bruins.