CT · Old Lyme

Fiduciary advisors in Old Lyme, CT

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

1 listed Low coverage · not indexed

1 results in Old Lyme

Exencial Wealth Advisors

Old Lyme, Connecticut

Investment Management Small Business Wealth Management

Exencial Wealth Advisors is based in Old Lyme, Connecticut and provides investment management, financial planning, and wealth management services. The firm works with clients on small business matters alongside broader wealth strategy.

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Financial advisors in Old Lyme, Connecticut

Advisors serving Old Lyme 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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Exencial Wealth Advisors

Financial advisors in Old Lyme, Connecticut

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