Fiduciary advisors in Connecticut

Bristol, Connecticut

The Ferris Financial Group is an investment advisory firm in Bristol, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Small Business and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 9 Google reviews.

Cheshire, Connecticut

Connecticut Investment Advisors is an independent investment management firm founded by David Nastri, located in Cheshire, Connecticut. The firm provides financial planning, investment management, and retirement planning services, constructing personalized strategies around client goals, risk tolerance, and time horizon. The firm emphasizes separately managed accounts with multiple professional portfolio managers rather than mutual funds or ETFs, and selectively incorporates estate planning tools and life insurance into comprehensive financial plans. Connecticut Investment Advisors limits annuity recommendations to rare circumstances, focusing instead on disciplined analysis and transparency in portfolio construction.

Danbury, Connecticut

Wealth Enhancement Group is an investment advisory firm in Danbury, Connecticut. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Danbury, Connecticut

Wealth Enhancement Group - Doug Kuring is an investment advisory firm in Danbury, Connecticut. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Darien, Connecticut

Wealth Enhancement Group is an investment advisory firm in Darien, Connecticut. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

East Hartford, Connecticut

Justin Budnick is an investment advisory firm in East Hartford, Connecticut. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 30 Google reviews.

East Hartford, Connecticut

Riverview Financial Partners is a fiduciary wealth management firm located in East Hartford, Connecticut, serving individuals, families, and educators. The firm's CFP®-credentialed team creates personalized financial strategies that integrate saving, spending, investing, and long-term planning, with an emphasis on financial education and behavioral alignment. Services span tax planning, benefits guidance, and retirement strategy across multiple life stages. The firm operates on a relationship-based model focused on helping clients understand their options and make informed decisions.

East Windsor, Connecticut

Pasco Advisors, LLC is an investment advisory firm in East Windsor, Connecticut. Services include Insurance Analysis and Tax Planning. Service options include onsite meetings. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Essex, Connecticut

Sullivan Financial Advisors is a fee-only registered investment advisor in Essex, Connecticut, founded in 2003 and currently owned and operated by Jane Sullivan, a CFP with over 20 years of industry experience. The firm specializes in retirement planning and investment management, operating under a fiduciary obligation with no commission-based products, and emphasizes an integrated planning process that addresses investment management within the context of clients' broader financial goals. The firm's approach focuses on coordinating financial strategies to account for inflation, tax changes, market conditions, and other long-term uncertainties rather than relying on individual products or one-time plans.

Fairfield, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fairfield, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Farmington, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Connecticut

Essex Financial, operating as The Farmington Group in Farmington, Connecticut, is a fiduciary wealth management firm that has served clients since 2003. The firm offers financial planning, investment management, and retirement planning services, managing over $4.3 billion in assets for approximately 2,700 households and businesses across Connecticut. With multiple office locations and a team of financial advisors supported by relationship managers and an Investment Working Group, Essex Financial delivers personalized strategies aligned to clients' goals and life circumstances.

Farmington, Connecticut

Sonder Wealth Advisors is an investment advisory firm in Farmington, Connecticut. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Farmington, Connecticut

Wealth Management Group of North America, LLC is an investment advisory firm in Farmington, Connecticut. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Connecticut

Independent RIA

MJP Wealth Advisors is an independent, fee-only registered investment advisor in Farmington, Connecticut, founded in 1981. The firm provides financial planning, investment management, and tax and estate planning services to individuals, families, and businesses, operating under a fiduciary standard. The firm's approach emphasizes collaborative planning across a client's full financial picture, including education funding, retirement preparation, portfolio diversification, and legacy transfer strategies.

Farmington, Connecticut

Independent RIA

Konner Claywell is an independent registered investment advisor and licensed insurance broker based in Farmington, Connecticut, offering retirement planning, investment management, and insurance analysis. The firm works with clients to develop personalized retirement strategies that address savings, investments, and income planning. Claywell holds the Chartered Life Underwriter (CLU) credential.

Farmington, Connecticut

Carson Wealth is an investment advisory firm in Farmington, Connecticut. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Gales Ferry, Connecticut

RJS Financial Group, based in Gales Ferry, Connecticut, provides investment management and retirement planning services with particular focus on small business owners. Led by owner Bob Sampson, a licensed financial planner with 18 years of experience, the firm emphasizes understanding clients' broader life circumstances and goals through in-depth conversations before developing financial plans. The firm serves clients across various life stages, from those planning for growing families to those preparing for retirement, with support from office manager Laurie Palmer who has been with the firm for over 15 years.

Glastonbury, Connecticut

KW Wealth Management Group is an investment advisory firm in Glastonbury, Connecticut. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Groton, Connecticut

Financial Square, based in Groton, Connecticut, provides retirement income planning and related advisory services led by founder Greg Lavelle, who holds an MBA and brings over 25 years of experience in pre- and post-retirement strategies. The firm addresses retirement readiness through a process-driven approach encompassing Social Security optimization, Medicare planning, tax-efficient strategies, and legacy planning, along with ancillary services such as college funding, estate planning assistance, and employee benefits consulting. Greg Lavelle is licensed for life insurance, health insurance, annuities, and mutual funds across multiple states.

Hartford, Connecticut

ThinkSynergy is an investment advisory firm in Hartford, Connecticut. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Hartford, Connecticut

Wealth Enhancement Group is an investment advisory firm in Hartford, Connecticut. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Manchester, Connecticut

New England Retirement Strategies, located in Manchester, Connecticut, provides financial planning and insurance analysis with a focus on retirement planning. Led by Kendra, a financial advisor with over 20 years of industry experience, the firm serves individuals and families through services including tax planning, charitable giving strategies, risk management, education planning, estate protection, investment management, and long-term care planning. The firm works to align clients' overall financial strategies with their individual circumstances and objectives.

Middlebury, Connecticut

Fuchs Financial is a Connecticut-based financial advisory firm with offices in Middlebury, West Hartford, Middletown, and Mystic that serves individuals and families across multiple counties. The firm specializes in retirement planning and financial planning, offering services in income strategy, investment management, tax planning, asset protection, and insurance planning. Operating as a fiduciary, Fuchs Financial works through a structured five-step planning process called the 'How to Retire Blueprint' that includes financial analysis, strategy development, implementation, and ongoing monitoring. The firm's team includes financial advisors, tax professionals, and a retirement healthcare specialist, and offers both in-person consultations and virtual meetings.

Milford, Connecticut

Coastal Bridge Advisors is an independent, fiduciary wealth management firm based in Milford, Connecticut, offering estate planning, financial planning, and investment management services to individuals, families, business owners, and institutions. Founded by partners with over 100 years of combined financial experience, the firm is part of the Focus Financial Partners network and emphasizes comprehensive, client-centered planning that considers life goals alongside investment strategy. As fiduciaries, the firm operates under a standard of care prioritizing client interests without product sales incentives.

Mystic, Connecticut

Fuchs Financial is a Connecticut-based financial advisory firm with offices in Mystic, Middlebury, Middletown, and West Hartford that provides financial planning and retirement planning services to individuals and families. Operating as a fiduciary, the firm follows a five-step planning process culminating in a customized "How to Retire Blueprint" that addresses retirement income, tax strategies, investment management, asset protection, insurance planning, and estate documentation. The firm serves clients across multiple Connecticut counties and offers virtual consultations for remote engagement.

New Haven, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Haven, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

New Haven, Connecticut

Plootus is an SEC-registered investment advisor based in New Haven, Connecticut that specializes in retirement account optimization for 401(k), 403(b), 457, and TSP plans. The firm provides account aggregation across 14,000+ financial institutions, expense analysis, retirement projections powered by AI, and personalized investment guidance at no cost, with no commissions or conflicts of interest. Plootus targets working Americans seeking to reduce hidden fees and understand their retirement readiness, and also offers tools and insights to financial advisors managing client finances.

New Haven, Connecticut

Christopher Richards serves as Managing Director at National Financial Network (NFN), a firm established in 1951 that operates 13 offices across the Northeast with over 240 associates. Richards holds professional certifications from Yale, Notre Dame, Mendoza School of Business, University of London, and Northwestern, and is registered as a representative and financial advisor with Park Avenue Securities LLC and as a financial representative with The Guardian Life Insurance Company of America. NFN provides personal, business, and corporate financial strategies, including insurance products, disability income protection, and investment asset administration, serving approximately 48,000 clients across multiple languages.

North Stonington, Connecticut

Ragard is an investment advisory firm in North Stonington, Connecticut.

Norwalk, Connecticut

Davenport & Associates in Norwalk, Connecticut provides estate planning, retirement planning, investment management, and wealth management services. The firm takes a planning approach that balances investment returns with other considerations, including strategies for positioning assets to support retirement income and legacy transfer objectives. The firm is led by John Davenport, who discusses retirement planning and Social Security strategies through media appearances.

Old Lyme, Connecticut

Exencial Wealth Advisors is a financial advisory firm in Old Lyme, Connecticut, offering financial planning, investment management, and wealth management services to business owners, corporate executives, pre-retirees, and individuals with complex portfolios. The firm uses an open-architecture investment platform and coordinates tax planning, income projections, and tax return filing alongside portfolio management and estate planning. Compensation is structured through asset-based management fees, one-time financial planning fees starting at $2,500, and separately priced tax preparation. The firm employs a three-step process—Evaluate, Execute, and Evolve—and serves clients with investable assets of $2 million or more.

Plainville, Connecticut

Jim Collins is a Certified Financial Planner and Vice President at Ion Bank with over 18 years of experience, holding Series 7 and 65 registrations along with Life and Health insurance licenses. He offers financial planning and investment management services, with particular focus on retirement planning and risk management, and operates as a fiduciary. Collins works through Ion Investments' five-step planning process that begins with a complimentary financial plan and moves to customized asset management. Based in Plainville, Connecticut, he serves families seeking to build wealth strategies, plan for retirement, and establish legacies.

Rocky Hill, Connecticut

Merit Financial Advisors is an investment advisory firm in Rocky Hill, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Roxbury, Connecticut

Carson Wealth is an investment advisory firm in Roxbury, Connecticut. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Shelton, Connecticut

Bridgelight Financial Advisors, located in Shelton, Connecticut, provides retirement planning and comprehensive financial planning services. The firm works with clients through a four-step process that begins with understanding personal goals and concerns, followed by developing customized investment and financial strategies, implementation, and ongoing monitoring and adjustments. The firm addresses specific retirement challenges including tax considerations, healthcare expenses, and long-term care planning, and offers free initial consultations and educational seminars.

Southbury, Connecticut

Green Wealth Management Group, LLC operates as an independent firm in Southbury, Connecticut, offering investment management and wealth management services through its regulatory platform under Sanctuary Securities and Sanctuary Advisors. The firm functions as a registered representative of Sanctuary Securities (FINRA, SIPC member) and investment advisor representative of Sanctuary Advisors, a SEC-registered investment advisor, positioning itself as independent from corporate oversight in its advisory approach.

Southbury, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Southbury, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Stamford, Connecticut

OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning is an investment advisory firm in Stamford, Connecticut. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Stamford, Connecticut

Financial Advisors Diddel is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Stamford, Connecticut

NewEdge Wealth is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Stamford, Connecticut

American Strategic Advisors, LLC, based in Stamford, Connecticut, offers asset management, financial planning, portfolio management, and risk mitigation services to individual investors. Founded in 2008 by Christopher Aguele, a financial industry veteran with compliance and advisory experience, the firm emphasizes customized strategies tailored to each client's financial situation, risk tolerance, and time horizon, with attention to cost efficiency. Aguele holds securities licenses including Series 7, 63, 65, 4, 53, and 24, and a life insurance license, all maintained through LPL Financial, and leads a team approach to comprehensive financial analysis and strategy design.

Stamford, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stamford, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Stamford, Connecticut

Abundant Wealth Management is an independent, fee-based investment advisory firm in Stamford, Connecticut, founded in 2010 by Tony Brown, CFP®, ChFC®, CRPC®. The firm provides financial planning, investment management, insurance analysis, and tax planning services using a holistic approach centered on client values and objectives. All advisors are held to a fiduciary standard. The team includes wealth management and financial planning specialists who support clients through planning implementation and technology adoption.

Stamford, Connecticut

Granite Group Advisors is an independent wealth management firm based in Stamford, Connecticut, founded over 20 years ago by executives with combined experience spanning three decades in private wealth management. The firm provides financial planning and investment management services, along with retirement plan administration through its GGA Retirement division, and operates without product sales conflicts by allocating to both public and private investment managers based on client objectives. Leadership includes co-founders Lyle B. Himebaugh III and Richard Zipkis, both former senior executives at Credit Suisse First Boston, supported by a team with expertise in asset allocation, quantitative analytics, manager selection, and portfolio construction.

Suffield, Connecticut

Innovative Wealth Managers is an investment advisory firm in Suffield, Connecticut. The office has a wheelchair-accessible entrance. The office is open five days a week.

Uncasville, Connecticut

Jabez Financial is a fee-only registered investment advisor in Uncasville, Connecticut, founded in 2002 by Glenn Johnson and now including financial advisor Austin Concascia. The firm specializes in retirement planning, offering personalized financial planning that covers goal-setting, investment selection, and ongoing reviews through its Manumit Freedom Wealth Plan process. Operating under a fiduciary standard, the firm does not earn commissions on securities recommendations and serves clients across retirement-focused needs including 401(k) optimization, cash flow planning, and legacy planning.

Vernon, Connecticut

Sunstone Financial Group is an investment advisory firm in Vernon, Connecticut. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 209 Google reviews.

Waterford, Connecticut

Premier Planning Professionals, based in Waterford, Connecticut, provides financial planning, portfolio management, and insurance analysis services across a range of areas including retirement income (Social Security and pensions), life and annuity products, Medicare plan selection, tax planning, and mortgage and final expense protection. The firm also offers financial education courses and serves clients across different life stages.

Waterford, Connecticut

In The Money Retirement Planning in Waterford, Connecticut offers financial planning and investment management services with a fee-only, fiduciary structure and no commissions. The firm provides three service models: advice-only planning with monthly subscription fees starting at $375, full-service planning and investment management with assets-under-management fees ranging from 0.75% to 1.25% (200k minimum), and fractional CFO services for business owners combining monthly subscriptions and AUM fees. Services include retirement income strategy, tax-efficient withdrawal planning, investment allocation, insurance review, estate planning, and business valuation and operational improvement guidance.

West Hartford, Connecticut

Joshua Dunn - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

West Hartford, Connecticut

Fuchs Financial is a fiduciary wealth management firm based in West Hartford, Connecticut, with additional offices in Middlebury, Middletown, and Mystic. The firm specializes in retirement planning and financial planning for individuals and families across Connecticut, offering services in income planning, investment management, tax strategy, and estate planning through a documented five-step planning process called the How to Retire Blueprint. The team includes financial advisors, tax professionals, and a retirement healthcare specialist, and the firm serves clients locally across multiple counties or via virtual consultation.

West Hartford, Connecticut

Independent RIA

Siena Private Wealth is an independent registered investment advisory firm based in West Hartford, Connecticut, founded in 2019 by Marisa Rothstein, JD, CFP®, AEP. The firm provides comprehensive financial planning and investment management services through a team that includes a CFP®, CPA/PFS, and estate planning attorney. The firm operates on a fee-only model and emphasizes personalized planning that integrates investment management, tax strategy, estate planning, and cash flow analysis.

West Hartford, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in West Hartford, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Hartford, Connecticut

Sam Chang - Thrivent is an investment advisory firm in West Hartford, Connecticut. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 25 Google reviews.

West Hartford, Connecticut

Christopher Halotek - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Westport, Connecticut

Hightower Signature Wealth's Westport office provides investment management and wealth guidance to individuals and families. Operating as part of the Hightower platform, the firm offers personalized advisory services alongside access to private market opportunities and estate planning. The team emphasizes a collaborative approach focused on client relationships and legacy planning across generations.

Westport, Connecticut

Raymond James & Associates is an investment advisory firm in Westport, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Westport, Connecticut

Wealthspire is an investment advisory firm in Westport, Connecticut. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wethersfield, Connecticut

Hammond Iles Wealth Advisors has provided financial planning and investment management services since 1984, operating from Wethersfield, Connecticut. The firm works with individuals and families to develop comprehensive financial plans centered on personal values and life goals, incorporating investment strategy and financial education through workshops and online classes. Services include financial planning, investment management, and financial coaching, with a focus on multi-generational family conversations about money and long-term wealth preservation.

Windsor, Connecticut

Legatum Financial LLC, based in Windsor, Connecticut, offers investment management and wealth management services through Sofia Dumansky, a registered investment advisor and financial adviser with FINRA Series 6, 63, and 65 licenses. The firm employs an educational approach to financial planning, focusing on strategies for wealth accumulation, tax planning, and protection management tailored to clients' individual circumstances. Dumansky has been active in financial services since 2007 and holds advanced degrees including an MBA and Master of Science in Management.