Find a Financial Planner in Greenwich, CT

 

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We Only Work With The Best Greenwich 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 Greenwich, CT


  • Financial Advisor Close to Greenwich, 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 Greenwich Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Greenwich area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Greenwich can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.1% of Greenwich'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 Greenwich area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Greenwich area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Greenwich area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Greenwich 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 in the Greenwich 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 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 Greenwich 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 Greenwich, 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 Greenwich, CT

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

  • Population: 13,287
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $1222,400
  • Average Monthly Housing Cost: $2,052
  • Average Household Income: $209,877
  • 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 Greenwich, CT


PERFORMANCE EQUITY MANAGEMENT, LLC

Website

(203) 742-2400

5 Greenwich Office Park
Third Floor
Greenwich, CT 06831

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

SOUND SHORE MANAGEMENT INC

Website

(203) 629-1980

8 Sound Shore Dr., Suite 180

Greenwich, CT 06830

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

FOX RUN MANAGEMENT LLC

Website

(203) 629-1729

115 E Putnam Avenue

Greenwich, CT 06830

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

GRAMERCY FUNDS MANAGEMENT LLC

Website

(203) 552-1900

20 Dayton Avenue

Greenwich, CT 06830

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

AMG FUNDS LLC

Website

(203) 299-3500

600 Steamboat Road
Suite 300
Greenwich, CT 06830

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

MOONRISE CAPITAL LP

Website

(203) 544-2302

268 Mason Street
Floor 2
Greenwich, CT 06830

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

STRATEGIC VALUE PARTNERS, LLC

Website

(203) 618-3500

100 West Putnam Avenue

Greenwich, CT 06830

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

AQR CAPITAL MANAGEMENT, LLC

Website

(203) 742-3600

Two Greenwich Plaza
3rd Floor
Greenwich, CT 06830

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

COOK PINE CAPITAL LLC

Website

(203) 861-2930

2 Sound View Drive
Second Floor
Greenwich, CT 06830

SEC#: 801-64533
Years in Business: 15 years

ALGONQUIN ADVISORS LLC

Website

(203) 629-2114

One Greenwich Office Park North

Greenwich, CT 06831

SEC#: 801-60462
Years in Business: 19 years