Find a Financial Planner 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 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 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

 

How Can a CFP® in Westport Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Westport 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 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 Westport include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.1% of Westport'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 Westport area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Westport area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Westport area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Westport area who determine what breaks are available to you to minimize your tax payments. 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 Westport 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 is a good way to make high-interest debts more manageable. Advisors in the Westport 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 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 06880

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

AYRSHIRE CAPITAL MANAGEMENT LLC

Website

(203) 349-5600

136 Main Street
Suite 203
Westport, CT 06880

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

BRIGHTLIGHT CAPITAL

Website

(203) 635-6034

15 Myrtle Ave
Suite 1A
Westport, CT 06880

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

THE HERBST GROUP, LLC

Website

(203) 557-6382

4 Melon Patch Lane

Westport, CT 06880

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

STONE BEACH INVESTMENT MANAGEMENT, LLC

Website

(203) 956-7620

51 Riverside Ave

Westport, CT 06880

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

WESTPORT CAPITAL MARKETS, LLC

Website

(203) 222-8933

257 Riverside Avenue

Westport, CT 06880

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

CASTLEKEEP INVESTMENT ADVISORS

Website

(203) 682-7200

257 Riverside Avenue
2nd Floor
Westport, CT 06880

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

PARADIGM FINANCIAL PARTNERS, LLC

Website

(203) 221-3085

315 Post Road West

Westport, CT 06880

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 06880

SEC#: 801-30887
Years in Business: 33 years

NORTHEAST FINANCIAL

Website

(203) 226-8997

518-B Riverside Avenue
2nd Floor
Westport, CT 06880

SEC#: 801-60134
Years in Business: 20 years