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
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.
James Osborn
MBA, CPWA®
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
Fee-Only financial planner located in Ridgefield, CT, serving clients locally and 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
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
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
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and across the country.
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
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and across the country.
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
Fee-Only financial planner located in Westport, CT, serving clients locally and across the country
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.
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
Integrated financial planning & investment management through an ongoing, long-term relationship. Located in New Canaan, CT, serving clients locally and 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
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
Marc Lowe
CFP®
In The Money Retirement Planning
New London, CT
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Equity Compensation, Tax Planning, Estate Planning, Insurance Planning, Employer Benefit Optimization
We Provide Fiduciary Financial Advice to Individuals and Families in Southeastern Connecticut & Nationwide.
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.
Robert Roy, Jr.
CFP®, ChFC®
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.
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
Our goal is to be your financial mainstay as you navigate life’s transitions
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
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.
Timothy Baker
CFP®, MBA
WEALTHSHAPE, LLC
West Hartford, 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.
Rick Shapiro
CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax
Investment & Financial Counselors, LLC
West Hartford, CT
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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)
