CT · Milford

Fiduciary advisors in Milford, CT

1 advisor with offices in Milford. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Milford

Coastal Bridge Advisors

Milford, Connecticut

Estate Planning Investment Management Wealth Management

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.

View details

Financial advisors in Milford, Connecticut

Advisors serving Milford specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Connecticut advisors