Tim Dick, CFP®, Receives Prestigious Industry-Leading Designation for Specialization in Tax Planning
ANDOVER, Mass. (November 2, 2026) Merrimack Wealth Management is pleased to announce that Tim Dick, CFP®, Director of Financial Planning, has earned the Tax Planning Certified Professional® (TPCP®) designation, demonstrating an advanced level of applied knowledge in tax planning.
The TPCP® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that reflects a financial advisor’s breadth and depth of knowledge in tax planning. The curriculum covers complex tax situations, goal-oriented tax planning solutions, the tax implications of various investment vehicles, retirement and investment strategies, and how to optimize tax outcomes across estate planning, planning for individuals with special needs, investment planning, and more.
Taxes are among the largest expenses clients face over their lifetimes and touch nearly every part of a financial plan. The TPCP® allows Tim to bring a deeper level of tax strategy to the business owners, families, and retirees Merrimack Wealth Management serves, particularly in the weeks before year-end, when planning can make the biggest difference.
“Over the years, I have seen that taxes are one of the biggest pain points for our clients, and they rightly expect an advisor with real expertise in the field. I made it a mission to deepen my knowledge in this area so I can deliver the best possible results for the families and business owners we serve.”
Tim Dick, CFP®, TPCP®, Director of Financial Planning
Tax planning is a complex field with ever-changing laws and regulations, yet nearly every client can benefit from a tax-optimized long-term financial plan. Combining his CERTIFIED FINANCIAL PLANNER® (CFP®) certification with the TPCP®, Tim brings both comprehensive planning expertise and specialized tax knowledge to every client relationship. He is well-positioned to help clients make informed decisions on strategies such as Roth conversions, tax-loss harvesting, charitable giving, retirement plan contributions, and business owner planning. The designation also expands Merrimack Wealth Management’s ability to serve clients and the broader community.
“Tax questions come up in nearly every conversation we have with clients. Tim took it upon himself to earn the TPCP®, and it shows in the way he works with families. Having that expertise in-house means we can bring ideas to clients before they have to ask.”
Barry Dick, President
TPCP® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College’s mission is to deliver applied financial knowledge and education, promote lifelong learning, and advocate for ethical standards for the benefit of society.
Plan before December 31.
Many of the most effective tax planning opportunities must be completed before year-end. To schedule a year-end tax planning review with Tim, call 978-851-4411, email tim@merrimackwealth.com, or visit merrimackwealth.com.
Merrimack Wealth Management is a member firm of The Fiduciary Alliance, LLC which is an Investment Adviser registered with the Securities and Exchange Commission. The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request.