Find a Financial Planner in New Haven, CT

 

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We Only Work With The Best New Haven 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, CT


  • Financial Advisor Close to New Haven, 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 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 area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in New Haven include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
12.8% of New Haven'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 area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 New Haven 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 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 New Haven 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 New Haven 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 New Haven 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 New Haven area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 130,331
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $197,200
  • Average Monthly Housing Cost: $1,282
  • Average Household Income: $65,362
  • 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, CT


FAIRFIELD, BUSH & CO.

Website

(203) 777-5900

265 Church Street
Suite 503
New Haven, CT 06510

SEC#: 801-9532
Years in Business: 47 years

KREITLER FINANCIAL LLC

Website

(203) 867-4396

265 Church Street
Suite 801
New Haven, CT 06510

SEC#: 801-118881
Years in Business: 0 years

LADD CAPITAL MANAGEMENT LLC

Website

(203) 562-6624

110 Whitney Ave

New Haven, CT 06510

SEC#: 801-11098
Years in Business: 45 years

EDGEHILL ENDOWMENT PARTNERS

Website

(203) 654-3553

195 Church Street
10th Floor
New Haven, CT 06510

SEC#: 801-80041
Years in Business: 6 years

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Website

(844) 523-8637

One Columbus Plaza

New Haven, CT 06510

SEC#: 801-80844
Years in Business: 6 years