Find a Financial Planner in Stamford, CT

 

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We Only Work With The Best Stamford 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 Stamford, CT


  • Financial Advisor Close to Stamford, 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 Stamford Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Stamford area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Stamford, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.9% of Stamford's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Stamford area can create a custom plan and walk with you each step of the way.
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 Stamford 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 Stamford area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Stamford 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 in the Stamford 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 Stamford area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 129,309
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $535,600
  • Average Monthly Housing Cost: $2,077
  • Average Household Income: $140,870
  • 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 Stamford, CT


TWEEDY, BROWNE COMPANY LLC

Website

(203) 703-0600

One Station Place

Stamford, CT 06902

SEC#: 801-10669
Years in Business: 46 years

VISION INVESTMENT ADVISORS, LLC

Website

(203) 388-2700

120 Long Ridge Road
3 North
Stamford, CT 06902

SEC#: 801-57975
Years in Business: 20 years

PIER CAPITAL, LLC

Website

(203) 425-1450

600 Summer Street
Suite 203
Stamford, CT 06901

SEC#: 801-63390
Years in Business: 16 years

ORACLE INVESTMENT MANAGEMENT, INC.

Website

(203) 862-7900

262 Harbor Drive, 3rd Fl

Stamford, CT 06902

SEC#: 801-73596
Years in Business: 9 years

ARGA INVESTMENT MANAGEMENT, LP

Website

(203) 614-0800

1010 Washington Blvd
6th Floor
Stamford, CT 06901

SEC#: 801-77018
Years in Business: 8 years

BLUEBAY ASSET MANAGEMENT USA LLC

Website

(203) 541-4314

750 Washington Blvd
Suite 802
Stamford, CT 06901

SEC#: 801-77361
Years in Business: 8 years

BARROW STREET ADVISORS LLC

Website

(203) 391-6100

300 First Stamford Place
3rd Floor East
Stamford, CT 06902

SEC#: 801-77977
Years in Business: 8 years

HEALTHCARE ROYALTY MANAGEMENT, LLC

Website

(203) 487-8300

300 Atlantic Street
Suite 600
Stamford, CT 06901

SEC#: 801-79416
Years in Business: 7 years

SHELTER GROWTH CAPITAL PARTNERS LLC

Website

(203) 355-6100

750 Washington Boulevard
Suite 1050
Stamford, CT 06901

SEC#: 801-80686
Years in Business: 6 years

LONG PATH PARTNERS, LP

Website

(203) 883-1967

1 Landmark Square
Suite 1920
Stamford, CT 06901

SEC#: 801-117712
Years in Business: 1 years