Robin Sherwood

CFP®, MBA

HTG Investment Advisors Inc.

Financial Advisor

Contact Me

Robin Sherwood

CFP®, MBA

HTG Investment Advisors Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robin Sherwood, CFP®, MBA

Contact Me

(203) 972-8262

Website

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.

Meet Robin Sherwood
About HTG Investment Advisors Inc.

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 and planning for their financial futures. In my role as a planner, I work to integrate the intricate topics of taxes, savings, and investing into a cohesive, well- constructed long-term plan. Examples include:

Helping retirees to understand what lifestyle they can afford and how to invest to meet their goals.
Helping individuals to structure an estate plan that reflects their values, wishes and family circumstances.
Helping a widow to organize and understand her assets and to develop a new financial plan based on a new set of circumstances.
Helping families to figure out how to pay for the high cost of college, either through advance savings or redeploying assets.
Helping pre-retirees to assess when they can afford to retire and how to ensure income in retirement matches expenses

Once the analysis and plan are complete, I work with clients to develop and monitor an investment strategy that fits their circumstances.

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

Our mission is to help individuals and families achieve their financial goals by providing investment advice along with an array of financial planning services. We strive to exceed your expectations for competence, service and trust.

Founded in 1993, HTG is a fee-only, Registered Investment Advisor, regulated by the Securities and Exchange Commission (SEC). Our staff of twelve professionals serves over 200 families and manages over $400 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

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

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.
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.
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.

Contact Robin Sherwood

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Office Locations:

50 Locust Avenue
New Canaan, CT 06840

Robin Sherwood

HTG Investment Advisors Inc.

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robin Sherwood, CFP®, MBA

Robin Sherwood is a Member of the National Association of Personal Financial Advisors

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

Ideal Clients

Working Together

Professional Designations & Affiliations

Contact Robin Sherwood

Office Locations:

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