Find a Financial Planner in Hartford, CT

 

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

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We Only Work With The Best Hartford 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 Hartford, CT


  • Financial Advisor Close to Hartford, 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 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 Hartford 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Hartford can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
14.3% of Hartford'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 area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Hartford area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Hartford 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 is a service offered by many financial advisors, planners, and other professionals in the Hartford area. Typically, it 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 Hartford 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 Hartford, 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 Hartford, CT

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

  • Population: 123,088
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $167,200
  • Average Monthly Housing Cost: $1,046
  • Average Household Income: $52,689
  • 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, CT


CONNING, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 06103

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

GOODWIN CAPITAL ADVISERS, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 06103

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

CONNING INVESTMENT PRODUCTS, INC.

Website

(860) 299-2000

One Financial Plaza

Hartford, CT 06103

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

3D ASSET MANAGEMENT, INC.

Website

(860) 291-1998

100 Constitution Plaza
7th Floor
Hartford, CT 06103

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

HFM WEALTH MANAGEMENT

Website

(860) 241-0028

One Constitution Plaza, 9th Floor

Hartford, CT 06103

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

BRADLEY FOSTER & SARGENT INC

Website

(860) 527-8050

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

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

VIRTUS INVESTMENT ADVISERS, INC.

Website

(800) 248-7971

One Financial Plaza
26th Floor
Hartford, CT 06103

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

VIRTUS FUND ADVISERS, LLC

Website

(800) 248-7971

One Financial Plaza

Hartford, CT 06103

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

UBS FARMLAND INVESTORS LLC

Website

(860) 616-9200

10 State House Square
15th Floor
Hartford, CT 06103

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

SKY INVESTMENT GROUP LLC

Website

(860) 761-9700

One Financial Plaza
Suite 1210
Hartford, CT 06103

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