With clients throughout the United States, we deliver comprehensive fiduciary advisory services through leading industry experts. We are not a bank, third party administrator, mutual fund company, insurance company, trust company, software company or money manager. We are a Federally Registered Investment Advisory Firm, which stands by and represents our clients, not product manufacturers or service providers. Let us show you how to create an “Inspiring Retirement Solution.”

New England (781.235.4426)

Kent A. Fitzpatrick, AIFA, ARPC, is an Accredited Investment Fiduciary Auditor™ from the Center for Fiduciary Studies at the University of Pittsburgh and an Accredited Retirement Plan Consultant with the Society of Professional Administrators and Record keepers. He has over 20 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Financial Economics. You can reach Kent at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

William D. Mahony, JD, CPA is a Certified Public Accountant and an attorney, specializing in the areas of Estate Planning, Tax and Investment Management.  He has over 25 years of experience in financial planning and 10 years of investment advisory and fiduciary consulting.  His services on fiduciary issues focus on those concerned about their responsibilities of investing the assets of endowments and foundations, ERISA retirement plans, private family trusts, public employee retirement plans as well as high net worth individuals.   He is a graduate of Boston College, with a BS in Accounting, and Suffolk Law School with a Juris Doctor (JD).  You can reach Bill at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Mark C. Griffith, CPC, AIFA®, is a Certified Pension Consultant with The American Society of Pension Professionals and Actuaries (ASPPA) and an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies in conjunction with  the University of Pittsburgh’s Katz Graduate School of Business. He has over 30 years of experience in all aspects of qualified and non-qualified retirement plan administration, plan design and investment consulting. His focus at the firm includes providing comprehensive fiduciary risk management services to plan sponsors, trustees and fiduciaries of retirement plans. Mark is a graduate of The College of William and Mary in Virginia with Bachelor of Business Administration degree. You can reach Mark at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Jonathan S. Bloom - Jon joined ASRC from Fidelity Investments where he worked with high net worth individuals.  Jon's focus at ASRC includes providing customized investment advisory services as well counseling individuals and plan participants in the areas of asset allocation and retirement planning.  He is completing his Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the University of Pittsburgh. Jon is a graduate of Bentley University with a BS in Finance.  You can reach Jon at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Robert N. Jones, CFP - Bobby received his Certified Financial Planner designation from the American College in Washington DC.  Bobby has been in the financial services industry for nearly 30 years, supporting clients in areas related to financial planning, investment advisory and asset allocation strategies.  Prior to joining ASRC, Bobby managed the administrative functions for a Registered Investment Advisory firm, responsible for over $1billion in assets.  Bobby received his BA in Economics from Massachusetts Institute Technology.  You can reach Bobby at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

David K. Shepard, AIF - Dave has been an investment advisor for over 23 years. David has extensive knowledge of the 403 (b) retirement market. His focus is servicing employers and employees in the educational, medical, religious, non-profit sector. Dave has completed the Employee Benefits Certificate from Bentley University and is an Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies at the University of Pittsburgh. Dave is a graduate of University of New Mexico with a BA in Anthropology. You can reach Dave at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .