CT · New Haven

Fiduciary advisors in New Haven, CT

3 advisors with offices in New Haven. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in New Haven

Christopher Richards

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.

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Merrill Lynch Wealth Management

★5.0(1)

New Haven, Connecticut

Wirehouse

Investment Management Wealth Management

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.

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Plootus

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.

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Financial advisors in New Haven, Connecticut

Advisors serving New Haven 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.

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