Financial Advisors in Connecticut

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present you with objective, independent guidance for achieving your financial goals.

We have particular expertise in dealing with retirement planning, 401K and IRA rollovers, social security planning, and investment management. Many of our clients work, or have retired from, General Dynamics, Pfizer, and L&M Hospital.

In addition, as a Certified Divorce Financial Analyst, we have a focus on women that are going through divorce or have been widowed.

Robert Henderson, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional.

Please see our personal finance blog at https://LWMwealth.com/blog .

Robert Henderson, CFP®
Lansdowne Wealth Management, LLC
34 Water Street
Mystic, CT 06355


https://LWMwealth.com... See More

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.... See More

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... See More

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... See More

We are a full service accounting and financial service firm with offices and Branford and Farmington, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses. In addition, we also provide estate planning, asset protection strategies, litigation preparation, life and retirement planning, and representation before the IRS.... See More

Visionary Private Wealth Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 25 years of experience in the industry, we are confident that we are the best firm available for managing and preserving your hard earned wealth. We focus on you and the unique set of circumstances you and your family face. We will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. We understand that you have a choice when selecting a Financial Planner. At Visionary Private Wealth Management Group, the foundation of our company is built on loyalty, trust and client satisfaction. Our clients are our family, we are their trusted financial partner for life, and we work very hard for them. We are a Private Wealth Management Group that you can trust.... See More

Business Address: 703 Hebron Ave., Glastonbury, Connecticut, 06033, United States
www.RetirementInvestor.com makes it possible for investors to earn more for retirement by eliminating fees and offering asset allocation models made up of low-cost exchange-traded funds; investors can select models tailored to their risk tolerance and use personalized reports as a guide to place trades in their own brokerage accounts.... See More

Milestone Asset Management Group, is a Fee-Only registered Investment Advisor. We specialize in providing goal based financial planning services, 401k fiduciary services as well as asset management.

Granite Hill Capital helps busy professionals manage life savings to fund their retirement and goals. An independent financial planning and investment practice, we focus on: (1) creating investment plans that clearly integrate your resources with your goals, (2) tax efficient investing so you retain more of your income, and (3) delivering advice and ongoing management with the best interests of you, the client, in mind. As a fee-only advisor, we are free to choose solutions without commissions, hidden fees, or other conflicts.... See More

Brian Shea, BA, CFP, EA
Shea Financial Advisors is an independent, fee-only tax, financial and investment advisor located in New Canaan, CT. I specialize in working with individuals looking for a practical, comprehensive approach to investment, tax and financial planning.
My open retainer plan is designed to transform your present financial situation - based on your goals, needs and future requirements - into a detailed, practical and usable action plan. Recommendations will aim to maximize your financial results and help achieve your goals by integrating tax, investment, financial, business and estate matters in an efficient manner. My aim is simple - to become your advisor and to help your needs, goals and objectives become a financial reality.... See More

WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Offices in West Hartford, Windsor, Rocky Hill, and Shelton CT.... See More

With decades of experience under our belts, we look forward having the opportunity to work with you, and your family, in the coming years. You goal is our goal -and we promise that we will not settle for less. Look forward to speaking.

Business Address: 80 Fourth St., Stamford, Connecticut, 06905, United States
NorthStar Portfolio Investments LLC (NPI) is an independent, employee-owned Registered Investment Advisor. It manages investment portfolios on a discretionary and non-discretionary basis for individuals, families, small-businesses and foundations.... See More

Connecticut's Socially Responsible Investment Advisory Firm. We are the only advisory firm established as a Benefit Corporation in the state.

Horizon Financial Advisors, LLC
We are committed to helping our clients attain financial independence and financial security.