Find a Financial Planner in Fairfield County, CT


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

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We Only Work With The Best Fairfield County 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Fairfield County, CT

  • Financial Advisor Close to Fairfield County, 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 Fairfield County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Fairfield County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Fairfield County can include managing client retirement accounts, investments, tax plans, and more.
19.2% of Fairfield County'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 Fairfield County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Fairfield County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Fairfield County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Fairfield County area who determine what breaks are available to you to minimize your tax payments. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Fairfield County area, 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Fairfield County area often use this strategy when clients have high-interest credit card debt or private student loans.


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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Fairfield County, CT

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

  • Population: 943,926
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $435,100
  • Average Monthly Housing Cost: $1,925
  • Average Household Income: $155,154
  • 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 Fairfield County, CT



(203) 742-2400

5 Greenwich Office Park
Third Floor
Greenwich, CT 06831

SEC#: 801-60051
Years in Business: 20 years



(203) 629-1980

8 Sound Shore Dr., Suite 180

Greenwich, CT 06830

SEC#: 801-13549
Years in Business: 43 years



(203) 629-1729

115 E Putnam Avenue

Greenwich, CT 06830

SEC#: 801-106745
Years in Business: 5 years



(203) 552-1900

20 Dayton Avenue

Greenwich, CT 06830

SEC#: 801-70808
Years in Business: 11 years



(203) 299-3500

600 Steamboat Road
Suite 300
Greenwich, CT 06830

SEC#: 801-56365
Years in Business: 22 years



(203) 544-2302

268 Mason Street
Floor 2
Greenwich, CT 06830

SEC#: 801-117063
Years in Business: 1 years



(203) 618-3500

100 West Putnam Avenue

Greenwich, CT 06830

SEC#: 801-72080
Years in Business: 10 years



(203) 742-3600

Two Greenwich Plaza
3rd Floor
Greenwich, CT 06830

SEC#: 801-55543
Years in Business: 23 years



(203) 861-2930

2 Sound View Drive
Second Floor
Greenwich, CT 06830

SEC#: 801-64533
Years in Business: 16 years



(203) 629-2114

One Greenwich Office Park North

Greenwich, CT 06831

SEC#: 801-60462
Years in Business: 20 years