Robert Henderson, CDFA®, AAMS®, CDFA
Lansdowne Wealth Management, LLC

Tel: 860-245-5078
34 Water Street
Mystic, CT 06355

Smarter Planning. A Better Retirement.

Lansdowne Wealth Management, LLC | Financial Advisor in Mystic ,CT

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.

General Information

Firm Start Year:   2010
No.of Employees:   2-4
Gender:   Male
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.
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds
I can meet clients in the following ways:   At your office, Via Email, At my office, At your home, Video Conference, Via Phone

Qualifications & Memberships

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


Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

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

Board Positions

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


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


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

Robert Henderson

Robert Henderson


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).

My 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.

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

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