Robin Sherwood

CFP®, MBA

HTG Investment Advisors Inc.

Financial Advisor

Robin Sherwood

CFP®, MBA

HTG Investment Advisors Inc.

Financial Advisor

As a fee-only financial planner, I offer unbiased financial advice to help you achieve your long-term financial goals. - Robin Sherwood, CFP®, MBA

(203) 972-8262

Fee-Only Financial Advisor Serving the Tri-State Area (NY, NJ, CT)

Robin Sherwood is a New Canaan, CT fee-only financial planner. HTG Investment Advisors Inc. 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, Robin Sherwood is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

With over twenty years of experience as a fee-only advisor, I am in a unique position to guide individuals through the complexities of investing, saving for retirement, tax and estate planning.  In my role as an advisor, my goal is to understand the circumstances of a client and to craft a plan that is personalized, flexible and successful. 


Biography:

  • CERTIFIED FINANCIAL PLANNER (TM), 1990
  • MBA, Wharton School at University of Pennsylvania
  • BA, Colby College

Robin Sherwood 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

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.

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

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robin Sherwood 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.

  • Certified Financial Planner (CFP)
    Robin Sherwood 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.

  • Financial Planning Association
    Robin Sherwood is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Dimensional Funds
    HTG Investment Advisors Inc. is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Robin Sherwood

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Office Locations:

  • 50 Locust Avenue
    New Canaan, CT 06840

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