Will Elwell
CFP®, AIF®
Founding Partner, Chief Investment Officer, Senior Wealth Advisor
Will is a founding partner and a Senior Wealth Advisor providing comprehensive guidance to clients across all areas of retirement planning. He also leads the firm’s investment process as Chief Investment Officer.
Will earned his degree in Finance from the University of Vermont and began his financial services career in 2011. He holds the Certified Financial Planner (CFP®) certification from the CFP Board and the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. He also serves on a charitable board supporting underprivileged children in Massachusetts.
Will lives in Newburyport, Massachusetts, with his wife, Brooke, and their two children. During the summer, he enjoys golfing and playing tennis and as a family they love spending time at the beach, skiing, and traveling.