Find a Financial Planner in Darien, CT

 

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We Only Work With The Best Darien Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Darien, CT


  • Financial Advisor Close to Darien, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Darien Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Darien area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Darien include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.0% of Darien's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Darien area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Darien area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Darien area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Darien area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Connecticut has unique laws defining which actions trigger a taxable event and has the 5th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Darien area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Darien area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Darien, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Darien, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Darien financial advisors.
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How Retirement-Friendly is Darien, CT?

  • Population: 21,742
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $1470,000
  • Average Monthly Housing Cost: $3,840
  • Average Household Income: $365,528
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


The Top Financial Advisor Firms in Darien, CT


OLD HILL PARTNERS INC.

Website

(203) 656-3004

1120 Boston Post Road
2nd Floor
Darien, CT 06820

SEC#: 801-74159
Years in Business: 9 years

OAKRIDGE MANAGEMENT GROUP LLC

Website

(203) 257-3289

320 Post Road
Suite 110
Darien, CT 06820

SEC#: 801-117907
Years in Business: 1 years

ALAIA CAPITAL, LLC

Website

(203) 608-4578

10 Corbin Dr.

Darien, CT 06820

SEC#: 801-100408
Years in Business: 5 years

MERRITT CAPITAL INVESTMENT ADVISORS LLC

Website

(203) 656-2677

23 Old Kings Highway South

Darien, CT 06820

SEC#: 801-64976
Years in Business: 15 years

CROSS ISLAND ADVISORS LLC

Website

(203) 252-7654

450 Mansfield Ave

Darien, CT 06854

SEC#: 801-112465
Years in Business: 3 years

BOURGEON CAPITAL MANAGEMENT LLC

Website

(203) 280-1170

777 Post Road

Darien, CT 06820

SEC#: 801-56289
Years in Business: 22 years

NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.

Website

(203) 951-5440

9 Old Kings Hwy. South
4th Floor
Darien, CT 06820

SEC#: 801-73469
Years in Business: 9 years

GOODNOW INVESTMENT GROUP LLC

Website

(203) 655-6272

9 Old King'S Highway South

Darien, CT 06820

SEC#: 801-65135
Years in Business: 15 years

TALSON CAPITAL MANAGEMENT L.P.

Website

(203) 202-7500

23 Old Kings Highway South
Suite 201
Darien, CT 06820

SEC#: 801-77577
Years in Business: 8 years

NASSAU CORPORATE CREDIT LLC

Website

(203) 902-5522

17 Old Kings Highway South

Darien, CT 06820

SEC#: 801-110188
Years in Business: 4 years