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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Mystic
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Mystic,
Connecticut
have an average of
15
years of experience.
NOTE: The list of vetted financial
advisors in
Mystic,
Connecticut
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Mystic, Connecticut.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 15 Years | Not Specified | $100,000 | Fee-Only |
Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
34 Water Street,
Mystic,
CT
06355
Phone Number
860-245-5078
Robert Henderson, CFP® is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER™ professional designation, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).
Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only CERTIFIED FINANCIAL PLANNER™ professional firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures. Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions. In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 3 | 343 | $119,314,723 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 5 Fort Rachel Place, Mystic, CT 06355 | 860-536-8118 | |
| 56 Williams Ave, Mystic, CT 06355 | 860-245-0251 | |
| 56 Williams Ave, Mystic, CT 06355 | 860-245-0251 | |
| 12 Roosevelt Ave, Mystic, CT 06355 | 860-980-3168 | |
| 5 Fort Rachel Place, Mystic, CT 06355 | 860-572-2564 | |
| 5 Fort Rachel Place, Mystic, CT 06355 | 860-572-2426 | |
| 5 Fort Rachel Place, Mystic, CT 06355 | 860-572-2426 | |
| 5 Fort Rachel Place, Mystic, CT 06355 | 860-572-2581 | |
| 38 East Main Street, Mystic, CT 06355 | 860-440-3373 | |
| 23 Broadway Avenue, Mystic, CT 06355 | 860-572-4767 |
When choosing a financial advisor in Connecticut, it is important to look for certain credentials that demonstrate their expertise and credibility. Look for advisors who hold recognized certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has met rigorous education, experience, and ethical standards. Additionally, check if the advisor is registered with a reputable regulatory body such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
When choosing the right financial advisor, consider your specific financial needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Connecticut.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
To evaluate the performance of your financial advisor in Connecticut, you should start by assessing the progress of your financial goals and whether the advisor's recommendations align with your objectives. Compare your investment portfolio's performance to relevant market benchmarks, and evaluate advisor fees for reasonableness and transparency. Additionally, evaluate your advisor's communication and trustworthiness by assessing their ability to keep you informed, address concerns, and consider your overall satisfaction with their guidance. To learn more about evaluating your financial advisor, explore this guide on the things you should know to assess your financial advisor's work.
You can expect financial advisors in Connecticut to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Connecticut directory, you can access detailed information about their services, fees, credentials, and more.
There are multiple benefits to hiring a financial advisor in Connecticut. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Connecticut residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read The Benefits Of Working With A Financial Advisor.
