What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Connecticut area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Connecticut Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Sonya Ziolkowski
CFP®
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management
HTG Investment Advisors provides financial planning and investment management for families at every stage, with particular expertise in life transitions such as retirement, widowhood, divorce, inheritance, or a major career move. Based in New Canaan, Connecticut, serving clients across the country.
Robert Roy, Jr.
CFP®, ChFC®, EA
Somnio Financial Group, LLC
Glastonbury, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management
Fee-Only Financial Planner serving the Hartford, CT area.
Michael Rauth
MBA, CFP®, RICP®
North Haven Financial LLC
Suffield, CT
Specialties: Retirement Income Planning (Safe & Sustainable Withdrawal Strategies), Tax Planning / Tax Reduction Strategies, Social Security Claiming Strategies, Investment Management, Comprehensive Financial Planning
Fee-Only financial planner located in Suffield, CT serving clients locally and across the country
Daniel Granucci
CFA, CFP®
Iron Path Wealth Management
Sandy Hook, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Insurance Planning, Cash Flow Planning, Tax Planning
Fee-Only financial planner located in Sandy Hook, CT, serving clients locally and across the country
Allison Donaldson
CFP®
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management
HTG Investment Advisors provides financial planning and investment management for families at every stage, with particular expertise in life transitions such as retirement, widowhood, divorce, inheritance, or a major career move. Based in New Canaan, Connecticut, serving clients across the country.
Christopher Annello
CFP®
SAGEbroadview Wealth Management, LLC
Farmington, CT
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)
Our goal is to be your financial mainstay as you navigate life’s transitions
Kerry Connell
CFP®, MBA, JD
HTG Investment Advisors Inc.
New Canaan, CT
Specialties: Retirement Planning, College Funding, Tax Planning, Estate Planning, Insurance Review, Charitable Giving, Comprehensive Financial Planning, Investment Management, Equity Compensation
HTG Investment Advisors provides financial planning and investment management for families at every stage, with particular expertise in life transitions such as retirement, widowhood, divorce, inheritance, or a major career move. Based in New Canaan, Connecticut, serving clients across the country.
Nicholas Roy
CFP®
Somnio Financial Group, LLC
Glastonbury, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management
Fee-Only financial planner located in Glastonbury, CT, serving clients locally and across the country
Elizabeth Cox
CPA, CFP®
Merit Financial Partners, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.
J. David Principe
CFP®
SAGEbroadview Wealth Management, LLC
Farmington, CT
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Our goal is to be your financial mainstay as you navigate life’s transitions
Charlie Shipman
Blue Keel Financial Planning, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Mitigating Taxes, Tax-loss Harvesting, Reducing Risk In Your Investments, Customizing Portfolio Allocations
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. Located in Westport, CT, serving clients locally and across the country.
Panfilo Guglielmi
CFP®, CPA/PFS
Advanced Capital Advisors, LLC
Fairfield, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner with offices in Glastonbury and Fairfield, CT and Serving Clients Nationwide
Lawrence Annello
CFP®, CPA/PFS, RLP®
SAGEbroadview Wealth Management, LLC
Farmington, CT
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Larry Annello is not personally accepting new clients at this time - but our team is!
Robert Henderson
CFP®
Lansdowne Wealth Management, LLC
Mystic, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ professional located in Mystic, CT, focusing on retirement planning and investment management for those within 5-10 years of retirement, or already retired.
Jeff de Valdivia
CFP®, CFA®
Fleurus Investment Advisory, LLC
Fairfield, CT
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial advisor located in Weston, CT and serving clients locally (including NY and NJ) and across the country, with a particular focus on the French speaking community.
David McCary
CFP®, CPWA®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
West Hartford, CT
Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Business Value Planning, Commercial Real Estate Value Planning
Fee-Only financial planning fiduciary serving high net worth business owners, medical or dental practice owners, commercial real estate owners and ultra-high net worth families located across the country.
Marc Lowe
CFP®
In The Money Retirement Planning
Waterford, CT
Specialties: Business Cashflow Planning, Tax Planning, Estate Planning, Insurance Planning, Investment Management
Helping CT Pre-Retirees 50-65 make work optional as early as possible
Keith Weiss
CFP®
Weiss Financial Group
Danbury, CT
Specialties: Personalized Financial Planning, Investment Management/Planning, Retirement Planning, Retirement Income Planning, Budget Planning, Financial Windfall
A thoughtful partner for people who want their money to serve their life — not the other way around.
Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
Rocky Hill, CT
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.
Joe Manno
CFP®
Merit Financial Partners, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary wealth management firm with offices in New York City and Westport, CT, offering financial planning and investment portfolio management to individuals, families, and small businesses.
Kayse Kress
CFP®, BFA
DocsFP
Newington, CT
Specialties: Comprehensive Financial Planning, Student Loan Analysis, Investment Management, Tax Planning
Fee-Only Financial Planner for Physicians Creating a Healthy Kind of Wealthy
Hrefna S. Martin
CFP®, EA
Merit Financial Partners, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.
James Osborn
MBA, CPWA®, EA
Envest Asset Management, LLC
Georgetown, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable/ESG Investing, Alternative Investing, Estate Planning
Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country
Stephen Lupkas
CFP®, RICP®
myFinancialPro, LLC
Shelton, CT
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning
Within 5 years on either side of retirement? We can suggest how to properly manage, invest, save and spend what you have built.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
