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®

(860) 430-5503

Fee-Only Financial Planner serving the Hartford, CT area.

Robert Roy, Jr. is a Glastonbury, CT fee-only financial planner. Somnio Financial Group, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Roy, Jr. is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

"It all started at one of the nation’s largest financial firms where my brother Nick and I were originally hired and trained. We loved the knowledge, training and experience but we felt the interests of our clients ran contrary to the firm’s focus on driving shareholder value. In January 2009, we set out to open our own independent practice and gained access to a more open architecture of products and services. Over time we've migrated to a compensation platform where today we rely entirely on fees. We believe this model puts us on the same side of the table, limits bias and holds our advice to a higher standard of responsibility."

Rob earned a B.S. in Economics from The Pennsylvania State University and has since continued his passion to learn. He holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant® 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 the country’s 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 fee-only boutique 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

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Roy, Jr. is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robert Roy, Jr. 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.

  • ChFC - Chartered Financial Consultant
    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.

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Office Locations:

  • 140 Glastonbury Blvd
    Ste 23
    Glastonbury, CT 06033

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