Robert Henderson
Lansdowne Wealth Management, LLC

Tel: (860) 245-5078
31 Willow St
Mystic, CT 06355

Retirement Wealth Advisors

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

About Lansdowne Wealth Management, LLC

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

12 Years of Experience


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General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   CT #002266283
Name of Custodial Firm:   First Clearing Corp
States Licensed in:   CT
Number of Years with Current Firm:   8
Work Experience:   12 years in financial planning industry as well as
12 years in senior corporate finance roles.
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity
Financial Organization Memberships:   Paladin Registry , National Association of Estate Planners & Councils (NAEPC)


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
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



Faqs

  • What services do you offer? Financial Planning, Portfolio Management, Divorce Planning
  • How are you compensated? How will I pay for your services? 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.
  • Do you provide a free initial consultation? Yes
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Disclaimer

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

Robert Henderson

Robert Henderson

AAMSŪ, CDFA


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