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.
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 |
Financial Services |
Financial Planning for IndividualsWe are one of very few firms that provide true fee-only financial planning in southeastern CT. |
Portfolio ManagementWe provide investment management services on a fee-only basis. Our fee is based on a % of assets that we manage. |
Faqs |
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How do you charge for your services? Financial Planning, Portfolio Management, Divorce Planning |
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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. |
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Do you offer any guaranteed results? No, we cannot provide guarantees on financial results. |
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Have you ever been charged with any breaches? No, I have a clean U4 and no disclosures. |
Disclaimer |
| Registered Investment Advisor in the state of CT. CRD# 155422 |
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
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Lansdowne Wealth Management in the News
When: 03/13/2015
Details:Lansdowne Wealth Management in the News
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