Five Star award winner Daniel Esdale, CFP®

PROFESSIONAL PROFILE

Contact Me

Daniel Esdale, CFP^®

Wealth Advisor

Esdale Wealth Advisors

226 Lowell Street, Suite 1A1

Wilmington, MA 01887

Office: 978-658-5626

Dan@EsdaleAdvisors.com
www.EsdaleAdvisors.com

Professional Approach

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® certification, 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.

See Accomplishments

This award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

Click to access BrokerCheck

Securities and Advisory Services Offered Through Commonwealth Financial Network®. Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.