Robert Roy, Jr.
CFP®, ChFC®
Somnio Financial Group, LLC
Partner / Financial Professional
Robert Roy, Jr.
CFP®, ChFC®
Somnio Financial Group, LLC
Partner / Financial Professional
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Roy, Jr., CFP®, ChFC®
Fee-Only Financial Planner serving the Hartford, CT area.
Somnio Financial Group, LLC is a fee-only, Registered Investment Advisor fiduciary located in Glastonbury, CT. Our experienced financial advisors provide comprehensive financial planning to individuals & their families through a highly personalized approach.
Robert Roy, Jr. is a Glastonbury, CT fee-only financial planner fiduciary.
"Nick and I trained at one of the nation’s largest financial firms. We loved the experience but we felt the firm’s focus on driving shareholder value ran contrary to the interests of our clients. Going into practice for ourselves changed everything. We now provide our clients access to an open architecture of products and services, while our top-tier credentials holds our advice to a higher standard of responsibility."
Rob earned a B.S. in Economics from Pennsylvania State University. He holds CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations from the CFP Board and The American College, respectively.
Robert Roy, Jr. 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.
We are a fiduciary, fee-only 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.
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
- Wealth Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- High Net Worth Individuals & Families
- Medical Professionals
- High-Income Earners
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Regular Meetings Scheduled in Advance
Professional Designations & Affiliations
-
Robert Roy, Jr. 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.
-
Robert Roy, Jr. 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.
-
Robert Roy, Jr. is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Robert Roy, Jr.
Office Locations:
-
140 Glastonbury Blvd
Suite 23
Glastonbury, CT 06033
