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About Us


Yes, we are fiduciaries!
Which simply means that we put your interests before our own.
It seems like it should be assumed that advisors would look out for client's interests first, but unfortunately that's not always the case.

CFP® certification is the standard of excellence for the financial planning profession.
CFP® professionals commit to comply with CFP Board's Code of Ethics and Standards of Conduct.
This helps give clients confidence that they are partnering with a financial advisor who will put them on the path to a secure future.

An enrolled agent is licensed by the IRS to represent taxpayers before the Service.
EA’s have demonstrated expertise in tax matters and are well qualified to advise clients in tax planning and tax-saving strategies.

About Bob

Client Centered

For over 25 years (since 1993) Bob has been advising a select group of advisory clients as an Investment Adviser Representative of Avantax Advisory Services℠ (formerly HD Vest Advisory Services).

He has also been a Certified Financial Planner Professional (CFP) and an IRS Enrolled Agent for over 25 years.

Having retired as a Captain from the Haverhill Fire Department after serving over 30 years’ service as a professional firefighter he comes with a unique perspective. As one who was running into burning buildings while others were running out, he understands how essential it is to prepare, plan, and utilize appropriate tools and resources in challenging situations.

Bob has also served in financial and leadership roles as a member of West Congregational Church in Haverhill for many years. He seeks to love and serve others in response to the immeasurable love and grace he has received as a follower of Jesus Christ.

Most weekends during the summer you will find Bob and his wife Alison (and her dog Lady) at their camp on Mousam Lake in Maine. Whether it’s taking a dip in the lake, paddling a kayak, or just relaxing with a good book, this is one of the ways he rejuvenates.

A couple times a year they fly to Florida for a week or two to visit family and friends, and to enjoy the beach at Anna Maria Island on the Gulf coast. It’s a great way to work on his sunburn!