Robert N. Roy, Jr.

Robert N. Roy, Jr.

| CFP®, ChFC®

Somnio Financial Group, LLC

(860) 430-5503

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Fee-Only Financial Planner serving the Hartford, CT area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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140 Glastonbury Blvd
Ste 23
Glastonbury, CT 06033

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Roy, Jr. is a Glastonbury, CT Fee-Only Financial Planner serving Hartford and all surrounding areas. Somnio Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Roy, Jr. is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

"It all started at one of the nation’s largest financial firms where my brother Nick and I were originally hired and trained. We loved the knowledge, training and experience but we felt the interests of our clients ran contrary to the firm’s focus on driving shareholder value. In January 2009, we set out to open our own independent practice and gained access to a more open architecture of products and services. Over time we've migrated to a compensation platform where today we rely entirely on fees. We believe this model puts us on the same side of the table, limits bias and holds our advice to a higher standard of responsibility."

Rob earned a B.S. in Economics from The Pennsylvania State University and has since continued his passion to learn. He holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant® designations from the CFP Board and The American College respectively.

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We are a fee-only boutique financial planning firm located in Glastonbury, CT. We specialize in personal financial planning for individuals and families with $1 Million or more of investable assets. We utilize an attentive, pro-active approach that includes regularly scheduled meetings to review your situation and make adjustments as needed over time. All recommendations are developed from a holistic approach that takes into account each client's values, needs and desires.

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