Find a Financial Planner in Hartford County, CT


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

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We Only Work With The Best Hartford 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 Hartford County, CT

  • Financial Advisor Close to Hartford 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 Hartford County 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 Hartford County 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.
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 Hartford County can include managing client retirement accounts, investments, tax plans, and more.
20.7% of Hartford County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Hartford County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Hartford County 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 is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Hartford County area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Hartford County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Hartford 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Hartford County area when dealing with high-interest credit card debt and private student loans.


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

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

  • Population: 893,561
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $242,900
  • Average Monthly Housing Cost: $1,341
  • Average Household Income: $100,938
  • 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 Hartford County, CT



(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 06103

SEC#: 801-18641
Years in Business: 38 years



(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 06103

SEC#: 801-8177
Years in Business: 49 years



(860) 299-2000

One Financial Plaza

Hartford, CT 06103

SEC#: 801-79816
Years in Business: 7 years



(860) 291-1998

100 Constitution Plaza
7th Floor
Hartford, CT 06103

SEC#: 801-68413
Years in Business: 13 years



(860) 241-0028

One Constitution Plaza, 9th Floor

Hartford, CT 06103

SEC#: 801-33701
Years in Business: 32 years



(860) 527-8050

185 Asylum Street
City Place Ii, 11th Floor
Hartford, CT 06103

SEC#: 801-46616
Years in Business: 27 years



(800) 248-7971

One Financial Plaza
26th Floor
Hartford, CT 06103

SEC#: 801-5995
Years in Business: 51 years



(800) 248-7971

One Financial Plaza

Hartford, CT 06103

SEC#: 801-23163
Years in Business: 36 years



(860) 616-9200

10 State House Square
15th Floor
Hartford, CT 06103

SEC#: 801-53770
Years in Business: 24 years



(860) 761-9700

One Financial Plaza
Suite 1210
Hartford, CT 06103

SEC#: 801-63875
Years in Business: 16 years