Find a Financial Advisor in Darien, CT

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Darien, CT.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
  • This field is for validation purposes and should be left unchanged.


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 6820

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

OAKRIDGE MANAGEMENT GROUP LLC

Website

(203) 257-3289

320 Post Road
Suite 110
Darien, CT 6820

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

ALAIA CAPITAL, LLC

Website

(203) 608-4578

10 Corbin Dr.

Darien, CT 6820

SEC#: 801-100408
Years in Business: 6 years

MERRITT CAPITAL INVESTMENT ADVISORS LLC

Website

(203) 656-2677

23 Old Kings Highway South

Darien, CT 6820

SEC#: 801-64976
Years in Business: 16 years

CROSS ISLAND ADVISORS LLC

Website

(203) 252-7654

450 Mansfield Ave

Darien, CT 6854

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

BOURGEON CAPITAL MANAGEMENT LLC

Website

(203) 280-1170

777 Post Road

Darien, CT 6820

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 6820

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

GOODNOW INVESTMENT GROUP LLC

Website

(203) 655-6272

9 Old King'S Highway South

Darien, CT 6820

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 6820

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

 


Darien, CT Financial Advisor FAQs

A key way to decide on an advisor is by asking other advisors. Having someone you used to work with or a co-worker recommend someone is usually reassuring, as are the various professional groups that exist for financial advisors.
Financial advisors monitor and evaluate personal financial conditions, recommend investments to help meet future goals, and provide tax advice.
In some cases, you'll be charged a commission on the amount of your investment. This is just a cost that's deducted from the asset that you purchased.
You need to find someone who can provide you with the services required for your needs. They should sit down and understand what you're looking for and how much money you're willing to invest.