Lansdowne Wealth Management, LLC
Lansdowne Wealth Management, LLC
As a fee-only CERTIFIED FINANCIAL PLANNER™ professional, my focus is to offer unbiased financial planning advice and investment management to help you achieve your life goals. - Robert Henderson, CFP®
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.
Robert Henderson, CFP® is a Mystic, CT CERTIFIED FINANCIAL PLANNER™ professional. Lansdowne Wealth Management, LLC provides comprehensive and objective financial planning, investment management, and divorce financial planning to help retirees and near-retirees, as well as employees of General Dynamics, organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Henderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Henderson is President & Founder of Lansdowne Wealth Management located in Mystic, CT.
It’s not hard to imagine taking in a baseball game with Bob. With a quick smile and easy-going personality, he could be your friend or your favorite neighbor.
A native New Englander, Bob grew up outside of Boston, where he spent time with his family cheering on the Red Sox, Patriots, Celtics and Bruins.
But when talk turns to financial health and wellness, he gets serious. Bob is a fee-only financial planner and investment advisor in Mystic, CT.
“There’s a lot of confusion out there today,” he says. “Retirement is much more complicated than it was even 10 years ago. My job is to help people navigate the waters and make sense of it all.”
As president and founder of Lansdowne Wealth Management, LLC, Bob’s dedication to his clients is evident in everything he does. From his first meeting, to his ongoing communication and custom-tailored plans, he puts their goals first.
A former corporate finance director and controller, Bob spent 12 years moving around the northeast, spending time in Boston, Toronto and New York City. His career includes working as a finance director for a major Fortune 500 company and controller for a regionally-based hotel company in Connecticut.
“When my wife and I had our son, Owen, in 2002, we felt it was time to leave New York,” he says. “That’s when we found Mystic, Connecticut and fell in love with the area.”
Today, his favorite family activities revolve around the beautiful outdoors; boating, baseball, and golf in summer, skiing in Vermont in winter. In 2005, he and his wife welcomed another child, a daughter, Elizabeth.
Bob holds a bachelor’s degree in accounting from Bentley University, the accredited asset management specialist designation from the College for Financial Planning and the Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysis.
His certifications, along with his experience and expertise, make him a trusted advisor.
"I do everything I can to personally help my clients," he says. "I love seeing them reach their goals and help make retirement more relaxing."
Robert Henderson 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.
As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving all clients, for all accounts. Your interests come first at all times. It's that simple.
As a fee-only financial planner in Connecticut, we are compensated by the fee paid to us by you, our client, for investment management and financial planning. No sales pitch, no commissions, no products sold, and no "kickbacks."
As an independently owned and operated fee-only business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
Our personalized advice is not limited to investing. We provide complete personal financial planning to help you and your family make smart overall decisions related to your retirement and your investments.
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.
We are retirement planners. We do not try to be “all things to all people.” We understand the needs of our specific clients and are experienced in meeting those needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- CERTIFIED FINANCIAL PLANNER™ professional
Professional Designations & Affiliations
Robert Henderson is a NAPFA-Registered Financial Advisor
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.
Robert Henderson, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Robert Henderson is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Robert Henderson Serves Saint Mark's Toddler Play Group as a Grant Writer
"Expert Interview with Robert Henderson" is Featured on Loan Now
Robert Henderson is Quoted in InvestmentNews: "5 financial mistakes divorcing men make"
Robert Henderson is Quoted on NerdWallet.com: "Is your life insurance through work enough?"
Robert Henderson is Quoted on Benefits Pro: "Orphaned 401(k) accounts stacking up"
Robert Henderson is Quoted in InvestmentNews: "Tips for finding the dirt during due diligence on funds, managers"
Robert Henderson is Quoted on Money: "Retirement Planning: How Do You Measure Up?"
Robert Henderson is Quoted on Yahoo Finance: "The 10 Most Difficult Retirement Decisions"
Lansdowne Wealth Management is a Member of the Chamber of Commerce of Eastern Connecticut
Lansdowne Wealth Management is a Member of the Ocean Community Chamber of Commerce
Robert Henderson is a Member of The National Ethics Association
Contact Robert Henderson
34 Water Street
Mystic, CT 06355