Kerry Connell
CFP®, MBA, JD
HTG Investment Advisors Inc.
Financial Advisor
Kerry Connell
CFP®, MBA, JD
HTG Investment Advisors Inc.
Financial Advisor
At HTG, I counsel clients on achieving their financial goals, avoiding costly financial mistakes, and prioritizing spending and savings. - Kerry Connell, CFP®, MBA, JD
Fee-Only financial advisor located in New Canaan, CT, serving clients locally and across the country
Kerry Connell is a New Canaan, CT based fee-only financial advisor. HTG Investment Advisors, Inc. provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kerry Connell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kerry Connell is a fee-only financial advisor at HTG Investment Advisors, Inc. located in New Canaan, CT.
I collaborate closely with individuals and families who would like to take a comprehensive approach to their finances. I help my clients identify and prioritize their goals – for example, saving for a child’s education, creating a rainy day fund, buying a second home or paying down a mortgage, or building their retirement nest egg. I formulate a realistic plan with the client’s input that ensures that their spending and investments support those goals. Then with the client’s cooperation, we monitor and revisit the plan as circumstances and priorities change over time.
In addition to advising clients on portfolio management and financial planning, I am involved in HTG’s management and compliance activities and contribute to HTG’s educational and networking efforts.
In 2018, I joined NAPFA (National Association of Personal Financial Advisors) in order to further strengthen my knowledge base and collaborate with my peers in the industry.
HTG is proud of our 25-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart.
Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.
Kerry Connell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management along with an array of financial planning services. Our goal is to exceed our clients’ expectations for competence, service and trust.
HTG acts as a fiduciary and provides services on a FEE-ONLY basis.
Founded in 1993, HTG is a fee-only, Registered Investment Advisor, and operates under the regulations of the Securities and Exchange Commission (SEC). Our staff of twelve professionals serves over 250 families and manages over $500 million in assets.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kerry Connell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kerry Connell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kerry Connell Serves on the Board of Directors for New Canaan Cares
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Kerry Connell is a Contributor for The Darien Times: "Wealth Watch"
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Kerry Connell is a Rising Professional Advisor Council Member for Fairfield County's Community Foundation
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Kerry Connell is Featured in the New Canaan Advertiser: "Financial Advisor group accepts Connell"
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Kerry Connell is Mentioned in the New Canaanite: "Did You Hear … ?"
Contact Kerry Connell
Office Locations:
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50 Locust Ave
New Canaan, CT 06840
