Find a Financial Planner in New Haven County, CT

 

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

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We Only Work With The Best New Haven 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, 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 New Haven County, CT


  • Financial Advisor Close to New Haven 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 New Haven County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the New Haven County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in New Haven County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.9% of New Haven 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 New Haven County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the New Haven County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 New Haven County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the New Haven County 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 New Haven County 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 is a good way to make high-interest debts more manageable. Advisors in the New Haven County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 857,513
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $253,200
  • Average Monthly Housing Cost: $1,377
  • Average Household Income: $94,740
  • 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 New Haven County, CT


PROSPECTOR PARTNERS, LLC

Website

(203) 458-1500

370 Church Street

Guilford, CT 06437

SEC#: 801-64500
Years in Business: 15 years

PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC

Website

(203) 458-1500

370 Church Street

Guilford, CT 06437

SEC#: 801-68052
Years in Business: 13 years

COMPASS ASSET MANAGEMENT, LLC

Website

(203) 453-7000

10 Water Street

Guilford, CT 06437

SEC#: 801-53805
Years in Business: 24 years

DIASTOLE WEALTH MANAGEMENT

Website

(203) 458-5220

58 Boston Street

Guilford, CT 06437

SEC#: 801-57610
Years in Business: 20 years

MONTE FINANCIAL GROUP, LLC

Website

(203) 453-6851

30 Long Hill Road

Guilford, CT 06437

SEC#: 801-70207
Years in Business: 11 years

SHORELINE FINANCIAL ADVISORS, LLC

Website

(203) 458-6800

246 Goose Lane
Suite 201
Guilford, CT 06437

SEC#: 801-68688
Years in Business: 12 years

GSB WEALTH MANAGEMENT, LLC

Website

(203) 453-9075

2614 Boston Post Road
Suite 16A
Guilford, CT 06437

SEC#: 801-61932
Years in Business: 18 years