Thomas Orcutt is based in the North Shore Massachusetts area and has built his career around helping people take control of their financial future. He values clear communication and personalized strategies, focusing on building long-term relationships that are grounded in trust, making sure clients feel comfortable and confident with each step of the process.

Thomas graduated from Merrimack College in 2023 with a bachelor’s degree in Business Finance. Outside of work Thomas resides in southern Maine and races marathons competitively, he spends his much of his time outdoors hiking in the white mountains with his dog Pre. 

Our office, located in Peabody MA, is dedicated to helping individuals and organizations make the most of their retirement benefits and build lasting financial confidence. We serve clients throughout the North Shore and Greater Boston area, providing personalized guidance and strategies tailored to each person’s goals.

Thomas works closely under the guidance of his principal, David, who brings more than 30 years of experience in the industry. This partnership blends fresh perspective with seasoned expertise, ensuring clients benefit from both innovation and a depth of knowledge built over decades.
 

Anchored by the core belief that everyone deserves the financial peace of mind to sleep well at night, Thomas works with individuals and organizations that:

• Educators, healthcare professionals, and nonprofit employees who rely on their 403(b) as a primary source of retirement savings.
• Want to make the most of their 403(b) and other retirement benefits offered through their employer.
• Are nonprofit leaders or administrators looking to strengthen retirement plan options for their employees.
• Wish to align their savings and investments with their long-term goals, values, and family needs.

Many of the strongest client relationships have been built with:

• Individuals approaching retirement who want to ensure they are making the most of contribution limits, catch-up provisions, and distribution strategies.
• Individuals that are taking the first steps in starting to save for retirement and would like guidance
• Organizations seeking to attract and retain top talent by offering competitive retirement benefits.

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