Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Victor K

Series 66, Series 63

Topsfield, MA

Essex Private Wealth Management LLC

Victor Kester, Jr. is an investment advisor representative with Essex Private Wealth Management LLC and holds Series 63 and Series 66 credentials. He has three years of industry experience, including prior roles at Mass Mutual Investors Services and Deloitte. Outside of financial services, he is also active as a real estate salesperson with Keller Williams. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services, employing a portfolio strategy centered on mutual funds and ETFs with both fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
user avatar

Peter M

Series 63, Series 65

Topsfield, MA

Essex Private Wealth Management LLC

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
user avatar

James B

Series 63, Series 65

Topsfield, MA

Essex Private Wealth Management LLC

James Baga is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been affiliated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million for about 216 clients. The firm’s investment approach primarily utilizes mutual funds and ETFs with a generally long-term orientation, incorporating both fundamental and technical analysis along with internal due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
user avatar

Brian W

Series 63, Series 65

Topsfield, MA

Essex Private Wealth Management LLC

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been involved with Essex Private Wealth Management since 2009 and also manages related entities including Huntwicke Financial, Inc. and Ipswich Brewery Partners. Outside of advisory work, he serves as president of Huntwicke Capital Group, a holding company overseeing various businesses including a beer brewery and a youth soccer training organization. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations, providing customized wealth management and investment services. The firm employs a blend of fundamental and technical analysis with a mostly long-term investment approach and operates as a four-advisor team managing approximately $294 million.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")