What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Westport, CT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Westport, CT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Charlie Shipman
Blue Keel Financial Planning, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Mitigating Taxes, Tax-loss Harvesting, Reducing Risk In Your Investments, Customizing Portfolio Allocations
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. Located in Westport, CT, serving clients locally and across the country.
Hrefna S. Martin
CFP®, EA
Merit Financial Partners, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.
Elizabeth Cox
CPA, CFP®
Merit Financial Partners, LLC
Westport, CT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
