Find a Financial Advisor in Westport, CT

 

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

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We Only Work With The Best Westport 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Westport, CT


  • Financial Advisor Close to Westport, 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

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

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

  • Population: 28,016
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $1220,800
  • Average Monthly Housing Cost: $3,383
  • Average Household Income: $321,258
  • 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 Westport, CT

 

ENERGY INCOME PARTNERS

Website

(203) 349-8232

10 Wright Street

Westport, CT 6880

SEC#: 801-66907
Years in Business: 15 years

AYRSHIRE CAPITAL MANAGEMENT LLC

Website

(203) 349-5600

136 Main Street
Suite 203
Westport, CT 6880

SEC#: 801-114750
Years in Business: 2 years

BRIGHTLIGHT CAPITAL

Website

(203) 635-6034

15 Myrtle Ave
Suite 1A
Westport, CT 6880

SEC#: 801-115118
Years in Business: 2 years

THE HERBST GROUP, LLC

Website

(203) 557-6382

4 Melon Patch Lane

Westport, CT 6880

SEC#: 801-118872
Years in Business: 1 years

STONE BEACH INVESTMENT MANAGEMENT, LLC

Website

(203) 956-7620

51 Riverside Ave

Westport, CT 6880

SEC#: 801-79745
Years in Business: 7 years

WESTPORT CAPITAL MARKETS, LLC

Website

(203) 222-8933

257 Riverside Avenue

Westport, CT 6880

SEC#: 801-53842
Years in Business: 24 years

CASTLEKEEP INVESTMENT ADVISORS

Website

(203) 682-7200

257 Riverside Avenue
2nd Floor
Westport, CT 6880

SEC#: 801-60338
Years in Business: 20 years

PARADIGM FINANCIAL PARTNERS, LLC

Website

(203) 221-3085

315 Post Road West

Westport, CT 6880

SEC#: 801-112426
Years in Business: 3 years

CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT

Website

(203) 656-0200

19 Ludlow Road
Ste. 301
Westport, CT 6880

SEC#: 801-30887
Years in Business: 34 years

 


Westport, CT Financial Advisor FAQs

Financial advisors help their clients understand how much money they have, where the investments are in which to invest it and how much risk is involved.
Your financial advisor should be registered with the Financial Industry Regulatory Authority (FINRA), which may have resources to help you find someone who fits your needs.
Yes. There are five main benefits of working with a financial advisor, including investing experience, professional advice, financial planning tools and tax strategies.
You should look for someone that has a certification or degree in the field and employs active investment strategies.