Burlington, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Accelerate Retirement
Multi-team
Firm-wide stats for Accelerate Retirement
About
Accelerate Investment Advisors LLC serves individuals (including high-net-worth clients), trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. Its retirement services include plan design consulting, provider research and selection, participant education, and ongoing investment monitoring for plan sponsors.
The firm constructs customized portfolios using mutual funds, collective investment trusts, ETFs, individual equity and fixed income securities, and occasionally covered options, pursuing a primarily long-term allocation approach while making adjustments for client objectives and market conditions. For plan clients Accelerate develops investment policy statements, asset allocation models and participant-level allocation tools, conducts formal investment due diligence, and accepts co-fiduciary roles under ERISA (including 3(21) and 3(38) services), documenting rollover recommendations in accordance with DOL PTE 2020-02.
Noteworthy operational features include a network of investment adviser representatives and roughly 30 advisors operating under Accelerate’s supervision, several supervised persons who are also licensed insurance producers and may implement commissionable insurance solutions separate from advisory services, and dually registered IARs operating under a joint supervisory arrangement with an unaffiliated adviser in certain states. The firm maintains multiple custodial and platform relationships (including Schwab, Fidelity and Altruist and platform tools such as Fidelity’s FMAX and Altruist’s Model Marketplace), manages roughly $315 million in client assets and provides consulting on about $5.7 billion in retirement plan assets under advisement.
Based on Accelerate Retirement
Location
1 Van De Graaff, Suite 501
Burlington MA 01803
Advisors at this office
3
Advisors at this office
Edmund L
CFP®, Series 63
Burlington, MA
Accelerate Retirement
Edmund Leparskas is a CFP® with four years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior work includes positions at Commonwealth Financial Network, Alkeme Financial Services LLC, and Raytheon Company. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across diversified portfolios and offers specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.
Amy D
Series 65
Burlington, MA
Accelerate Retirement
Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.
Jeffery S
CFP®, Series 63
Burlington, MA
Accelerate Retirement
Jeffery Sutton is a CFP® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at Commonwealth Financial Network, Donegal Investment Advisors, and The Kraematon Group. He also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a long-term allocation approach using a range of investment vehicles, and offers specialized retirement plan services including fiduciary roles and participant education.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)