Find Top Financial Advisors in Stamford, Connecticut

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. From 1982 until then, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor.

About BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Gerard Gruber joined Harbor West (formerly Hayden Wealth Management) in 1997 as the Chief Investment Officer. Gerard has held management positions in a variety of disciplines, including operations, technology and finance. Prior to joining Harbor West, Gerard was an Assistant V.P. at Sims Mortgage Funding. Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Rep and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA). Gerard is married with one child and lives in Trumbull.

About Harbor West Wealth Management & Planning

Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it's retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams. Harbor West, formerly Hayden Wealth Management, isn't a big, impersonal firm or a cookie-cutter shop. We're about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be now and in the future. Think of us as your personal financial consultant and wealth adviser, a resource that will provide integrated financial planning and investment management solutions based on experienced judgement, superior service and, above all, your goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Clarity Wealth Advisors

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs. Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency. Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest. In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.

About Port Capital Management

We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

About Procyon Partners, LLC

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals. As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Financial planning is the cornerstone of the advice and strategies I provide. I often describe it like a map, first assessing where you currently stand and where you aspire to be. Much like a GPS, my role is to guide you along the most effective path, helping you stay on track toward your goals despite life's inevitable twists and turns. Since circumstances can change unexpectedly, I believe it's crucial to regularly revisit and adjust your plan, ensuring it remains aligned with your evolving needs and aspirations. To create a truly personalized financial strategy, I begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. This involves gathering comprehensive information about your income, assets, liabilities, employer benefits, future financial goals, and any potential challenges you may face. By understanding the full scope of your unique circumstances, I can develop a customized financial plan that is precisely aligned with your priorities. I prioritize flexibility, considering key factors such as your age, career stage, family dynamics, and investment preferences. I also account for life events -- like marriage, children, home purchases, or retirement -- that can significantly influence your financial decisions. This approach ensures that your financial plan is not only proactive and adaptable but also evolves as your circumstances change. By continually monitoring your progress and making adjustments as necessary, I provide ongoing guidance that helps you stay on course and pursue your goals, no matter what life brings. When I'm not working, I enjoy spending quality time with my wife, Taylor, and our daughter, Ember. We're always looking for fun weekend activities to give her the best life experiences. Outside of family time, we enjoy hiking, traveling, and unwinding on the beach -- each offering a perfect way to recharge. Click here to schedule a complimentary meeting with me.

About BroadFront Capital Management

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation to the distribution phase of retirement. We also work collaboratively with attorneys, accountants, and other professionals to holistically address all of our clients' needs under one roof.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities