Find a Financial Planner in Old Greenwich, CT

 

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

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We Only Work With The Best Old 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 Old Greenwich, CT


  • Financial Advisor Close to Old 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 Old 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 Old 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.
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 Old Greenwich include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.4% of Old Greenwich'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 Old Greenwich 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 Old Greenwich 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 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 Old Greenwich area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Old Greenwich area often offer tax planning services to their clients. 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 Old 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 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 Old Greenwich area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Old 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 Old Greenwich, CT

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

  • Population: 6,844
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $1443,600
  • Average Monthly Housing Cost: $3,239
  • Average Household Income: $308,817
  • 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 Old Greenwich, CT


DUKE FUNDING MANAGEMENT, L.L.C.

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 06870

SEC#: 801-61009
Years in Business: 19 years

CARRINGTON CAPITAL MANAGEMENT, LLC

Website

(203) 661-6186

1700 East Putnam Avenue
5th Floor
Old Greenwich, CT 06870

SEC#: 801-72366
Years in Business: 10 years

ELLINGTON GLOBAL ASSET MANAGEMENT, LLC

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 06870

SEC#: 801-67147
Years in Business: 14 years

ELLINGTON FINANCIAL MANAGEMENT LLC

Website

(203) 698-1200

53 Forest Ave

Old Greenwich, CT 06870

SEC#: 801-70630
Years in Business: 11 years

CZECH ASSET MANAGEMENT, L.P.

Website

(203) 769-8400

1700 East Putnam Avenue
Suite 207
Old Greenwich, CT 06870

SEC#: 801-72815
Years in Business: 9 years

ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 06870

SEC#: 801-78637
Years in Business: 7 years

CTF CAPITAL MANAGEMENT LP

Website

(203) 413-8793

3 West End Avenue

Old Greenwich, CT 06870

SEC#: 801-114713
Years in Business: 2 years

ELLINGTON MANAGEMENT GROUP, L.L.C.

Website

(203) 698-1200

53 Forest Avenue

Old Greenwich, CT 06870

SEC#: 801-56399
Years in Business: 22 years