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Find Top Financial Advisors in Mystic, Connecticut

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mystic, Connecticut. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Mystic

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Qualified Financial Advisors in Mystic, Connecticut
Financial Advisor Office Location Phone Number
Robert Henderson
AAMS®, CDFA®, CDFA
Lansdowne Wealth Management, LLC
34 Water Street,
Mystic, CT  06355
860-245-5078
Michael Horne
CFP®
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
401-262-4976
Rob Hoynes
ChFC®
Hoynes Financial Group, LLC
1157 Highland Ave,
Cheshire, CT  06410
203-271-0222

Information on Qualified Financial Advisors in Mystic

Qualifications CRD# 5089860
FirmCRD# 155422
Series 63, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 34 Water Street,
Mystic,
CT 
06355
Phone Number 860-245-5078

Robert C. Henderson 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, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only financial planner 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.



Qualifications CRD# 5657830
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI 
02886
Phone Number 401-262-4976

I've been helping my clients make the most of their financial lives and reach their long-term goals since 2009. Previously, I was a field artillery officer in the Army and spent 27 months deployed to Iraq. I love hanging out with my wife and three children, and we enjoy getting out on the water. In my spare time, I like to hack around a golf course and try to stand up on a surf board.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4172783
FirmCRD# 4172783
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 1157 Highland Ave,
Suite 105,
Cheshire,
CT 
06410
Phone Number 203-271-0222

I have been in the industry assisting clients in meeting their objectives since 2001. I am a West Point graduate & hold a Masters of Science in Business Administration from Boston University. While on active duty for five years I was airborne qualified, served in Germany & Fort Sill, OK as a field artillery officer while holding various leadership roles leading troops with a combat mission. After leaving the Army as a captain I worked with Poland Springs for 12 years in various leadership positions in multiple states. I have lived in Cheshire, CT for 20 years with my wife Trish & four terrific children as I was fortunate enough to have been involved in coaching their sports in youth & high school. I have been involved in Cheshire Youth & High School lacrosse for years as well as at the state level.

About Hoynes Financial Group, LLC

Hoynes Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided some of the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?