wiseradvisor


Robert Henderson, CFP®
Lansdowne Wealth Management, LLC

Tel: 860-245-5078
34 Water Street
Mystic, CT 06355
Lansdowne Wealth Management, LLC | Financial Advisor in Mystic ,CT

Smarter Planning. A Better Retirement.


About Robert Henderson

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).


About Lansdowne Wealth Management, LLC

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.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   CT #002266283
Name of Custodial Firm:   Fidelity
States Licensed in:   CT
Number of Years with Current Firm:   11
Work Experience:   15 years in financial planning industry as well as 12 years in senior corporate finance roles.
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Risk Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
Can meet clients in the following ways:   Video Conference, Via Email, Our Office, Your Home, Your Office, Via Phone

Qualifications & Memberships

Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Flat Fee, Based on Assets

Board Positions

Organization:  Estate and Tax Planning Council of Eastern CT  New London County
Position :  President
Duration :  May 2007-Currently holding

Education

Bachelor of Science - Accounting  Bentley University - Waltham, MA
September 1990-May 1994

CERTIFIED FINANCIAL PLANNER" professional - Financial Planning  CFP Board
2021-2021

Talk to an Advisor and GET ANSWERS   

Financial Services

Financial Planning for Individuals

We are one of very few firms that provide true fee-only financial planning in southeastern CT.

Portfolio Management

We provide investment management services on a fee-only basis. Our fee is based on a % of assets that we manage.


Faqs

How do you charge for your services?

Financial Planning, Portfolio Management, Divorce Planning

How many clients do you currently manage?

Fee-only, either as a % of assets managed, or for planning-only, either a flat-fee or hourly.

Do you offer any guaranteed results?

No, we cannot provide guarantees on financial results.

Have you ever been charged with any breaches?

No, I have a clean U4 and no disclosures.

SEE MORE  

Disclaimer

Registered Investment Advisor in the state of CT. CRD# 155422

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

News & Events

Lansdowne Wealth Management in the News
When: 03/13/2015
Details:Lansdowne Wealth Management in the News ...more

Social Networks

tweeter facebook linkedin
brokercheck