Fee-only advisors in Connecticut

Advisors serving Connecticut (26)

• Allison Donaldson

  HTG Investment Advisors Inc. — New Canaan

  CFPMBAJD

• Bernadette Huang

  White Allium Wealth Advisors — New Haven

  CFACFP

• Charles Green

  Springboard Asset Management, LLC — Cheshire

  CFP

• Christopher Annello

  SAGEbroadview Wealth Management, LLC — Farmington

  CFP

• Cooper Smith

  Carnegie Investment Counsel — Stamford

  CFP

• Daniel Granucci

  Iron Path Wealth Management, Inc. — Sandy Hook

  CFACFP

• Dave McCary

  McCary Anheuser Wealth Management, LLC (CT license in process) — West Hartford

  CFPMBACPWA

• David McCary

  McCary Anheuser Wealth Management, LLC — West Hartford

  CFPMBA

• Devon Rauth

  North Haven Financial LLC — Suffield

  CFPTPCP

• Elizabeth Cox

  Merit Financial Partners, LLC — Westport

  CFPCPA

• Eric Powers

  TOP Private Wealth — Glastonbury

  CFPEA

• J. David Principe

  SAGEbroadview Wealth Management, LLC — Farmington

  CFPCertified Student Loan ProfessionalCPA/PFS

• Jean-Francis Lopez de Valdivia

  Fleurus Investment Advisory, LLC — Weston

  CFACFP

• Jeffrey Mehler

  Jeffrey N. Mehler, CFP LLC — Essex

  BSCFPMBA

• Joseph Curran

  Breachway Investments — West Hartford

  CFPCRPC

• Judith Barr

  Judith Barr Inc. — Brookfield

  MS

• Karen Ogden

  Envest Asset Management, LLC — Ridgefield

  CFPMBABS

• Kelly Ennis

  Infinity Financial Strategies, LLC — North Granby

  CFPEAChFC

• Loretta Nolan

  Loretta Nolan Associates LLC — Old Greenwich

  AEPCFP

• Marc Lowe

  In The Money Retirement Planning — Waterford

  CFP

• Mark Briggs

  Briggs Wealth Management, Inc. — Glastonbury

  CFPCPA/PFSMBA

• Michael Brennan

  Brennan Capital Management — Westport

  CFP

• Panfilo Guglielmi

  Advanced Capital Advisors, LLC — Glastonbury

  CFPCPA/PFS

• Patricia Kane

  Kane Financial Planning, LLC — Avon

  CFPMBA

• R. Allen Purkiss

  Purkiss Capital Advisors, LLC — Ridgefield

  CFP

• Timothy Baker

  WEALTHSHAPE, LLC — West Hartford

  CFPMBA

Firms headquartered in Connecticut (23)

• Iron Path Wealth Management, Inc.

  Sandy Hook, Connecticut

• McCary Anheuser Wealth Management, LLC

  West Hartford, Connecticut

• Envest Asset Management, LLC

  Ridgefield, Connecticut

• Jeffrey N. Mehler, CFP LLC

  Essex, Connecticut

• In The Money Retirement Planning

  Waterford, Connecticut

• North Haven Financial LLC

  Suffield, Connecticut

• Briggs Wealth Management, Inc.

  Glastonbury, Connecticut

• HTG Investment Advisors Inc.

  New Canaan, Connecticut

• Judith Barr Inc.

  Brookfield, Connecticut

• Merit Financial Partners, LLC

  Westport, Connecticut

• Fleurus Investment Advisory, LLC

  Weston, Connecticut

• WEALTHSHAPE, LLC

  West Hartford, Connecticut

• Breachway Investments

  West Hartford, Connecticut

• Advanced Capital Advisors, LLC

  Glastonbury, Connecticut

• SAGEbroadview Wealth Management, LLC

  Farmington, Connecticut

• TOP Private Wealth

  Glastonbury, Connecticut

• Springboard Asset Management, LLC

  Cheshire, Connecticut

• White Allium Wealth Advisors

  New Haven, Connecticut

• Purkiss Capital Advisors, LLC

  Ridgefield, Connecticut

• Carnegie Investment Counsel

  Stamford, Connecticut

• Loretta Nolan Associates LLC

  Old Greenwich, Connecticut

• Brennan Capital Management

  Westport, Connecticut

• Infinity Financial Strategies, LLC

  North Granby, Connecticut

Metros tracked

• West Hartford
• Glastonbury
• Ridgefield
• Westport
• Farmington
• Sandy Hook

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.