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Find Top Financial Advisors in Groton, Connecticut

How To Find Trusted Financial Advisors in Groton, Connecticut

Qualified Financial Advisors in Groton, Connecticut

VETTED
Financial Advisor
Edelman Financial Engines, LLC
1485 South County TrailEast Greenwich, RI 02818
720 University AvenueNorwood, MA 02062
ExperienceN/A
AUM$314,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Procyon Partners1 Corporate DriveShelton, CT 06484
Experience15 Years
AUM$7,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Scott MastoccioloWestport Private Wealth8 Wright StreetWestport, CT 06880
Experience28 Years
AUM$252,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Groton, Connecticut

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Procyon Partners
VETTED
Procyon Partners
About Procyon
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
1 Corporate Drive,Suite 225,Shelton,CT 06484
Phone Number
475-600-2501
Scott Mastocciolo
VETTED
Scott Mastocciolo
Westport Private Wealth
About Scott Mastocciolo
For more than 28 years, Scott Mastocciolo has helped individuals and families make the financial decisions that matter most. That runs from building and protecting wealth in their peak earning years to turning a lifetime of savings into steady retirement income. As Co-Founder of Westport Private Wealth, Scott brings experience from some of the industry's most established firms, including Morgan Stanley, Merrill Lynch, Wells Fargo Advisors and Ameriprise. He uses it to run an independent practice built on one idea: advice should be shaped by the client's goals, not by a firm's product shelf.

In 2026, Scott and his partner, Stuart Gollomp, launched Westport Private Wealth as an independent firm affiliated with Osaic. This gives them the freedom to tailor solutions while drawing on the resources of a national wealth management platform.

Scott works closely with successful professionals, business owners and retirees in Fairfield County and beyond. Many come to him with complex, connected questions. How should concentrated stock or business equity fit into a broader portfolio? How can they get the most from employer retirement plans and benefits? In what order should they draw down accounts, with taxes in mind? And how can they protect what they've built for the next generation? His process starts with listening. He then turns each client's priorities into a clear, written plan that brings together investment management, retirement income, risk management and estate planning, in coordination with the client's tax and legal professionals.

Scott's investment approach is disciplined and long-term: diversified portfolios matched to each client's risk tolerance and time horizon, reviewed regularly as markets and life circumstances change. He is registered to serve clients in 18 states and meets with them in person at the firm's Westport office or virtually.
About Westport Private Wealth
Westport Private Wealth is an independent wealth management firm in Westport, Connecticut, co-founded by Scott Mastocciolo and Stuart Gollomp. The firm serves individuals, families and business owners with personalized financial planning, investment management and retirement income strategies. Its advisors draw on decades of combined experience at leading national firms. They chose an independent model so they could put clients' interests first and tailor every recommendation to each client's goals. Through its affiliation with Osaic, one of the nation's largest networks of independent advisors, the firm has institutional-grade technology, research and operational support, while keeping the personal service of a boutique practice. The firm is committed to building long-term relationships grounded in transparency, disciplined planning and service. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
8 Wright Street,1st Floor,Westport,CT 06880
Phone Number
203-885-7757

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