Westport, CT

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Westport, CT
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Best Financial Advisors in Westport, CT

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Westport area.

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Bernhardt CPA

Bernhardt CPA

Bookkeeping Services, Bank Financing, IRS Payment Plan
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
500 Post Rd E, Westport, CT 06880
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Principle Wealth

Principle Wealth

“CityWire RIA, July 2022 Methodology: This report is based on the most recent Form ADV data reported to the Securities and Exchange Commission at the time of publication, as helpfully gathered by a data partner, Discovery Data. Only firms that manage ...”
In Business Since 2017
Transparent Fees & Pricing
Licensed
20 Bay St, Westport, CT 06880
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Blue Keel Financial Planning

Blue Keel Financial Planning

Business Consulting - Fractional C Suite, Investment Management, Estate Planning
“Blue Keel provides independent, fee-only financial planning advice to business owners, professionals, and their families. We work with our clients to align their professional and personal goals so they can focus on the important things in life. As a ...”
In Business Since 2016
8 Wright St Suite 100, Westport, CT 06880
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Strategic Advisor

Strategic Advisor

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“In short, hiring Christy is a wise move if you're looking to streamline operations, improve efficiency, hire new team members, restructure compensation or benefits, and foster team cohesiveness.”
Westport, CT 06880
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Newpointe Wealth

Newpointe Wealth

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“I'm so glad I was referred to them for my companies retirement plan.”
In Business Since 2017
2 Pony Ln, Westport, CT 06880
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GYL Financial Synergies

GYL Financial Synergies

Financial Advisor, Wealth Manaagement, Financial Planning
“As a trusted financial advisor, nothing means more to us than our client's financial stability and well-being. Integrity, honor, discipline, and compassion aren't just words to us — they are the code of ethics our firm is built on and the core values...”
In Business Since 1992
55 Post Rd W Suite 300, Westport, CT
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Harbor West Wealth Management

Harbor West Wealth Management

“We believe that everyone deserves the peace of mind that comes with financial security, and that's why we offer personalized financial strategies and expert advice. We start with a free consultation to understand your unique financial situation and r...”
In Business Since 2007
Free Initial Consultation
830 Post Rd E #102, Westport, CT
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Castlekeep Investment Advisors

Castlekeep Investment Advisors

“Charles Haberstroh established CastleKeep in 2000 with the founding principle that very wealthy client families deserve a more independent, flexible and personal level of service than that typically provided by large financial institutions. We don't ...”
In Business Since 2006
Family Business
Licensed, BBB Rating: A+
257 Riverside Ave 2nd floor, Westport, CT 06880
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Unified Wealth Management

Unified Wealth Management

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“When people look at things in pieces, opportunities are missed and mistakes happen. You deserve to be looked at as a whole, with coordination and customization, because that's where the real value lives.”
In Business Since 2017
180 Post Rd E #200, Westport, CT 06880
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Cedar Point Financial Services

Cedar Point Financial Services

Executive Benefits, Group Benefits, Annuities
“Cedar Point Financial Services LLC works to preserve and leverage its clients' businesses and wealth. We strive to be your “go to” team to help you identify your needs and goals and provide comprehensive guidance to make smart decisions about your fi...”
In Business Since 2017
Accepts All Major Credit Cards
Licensed
8 Wright St 2nd Floor, Westport, CT 06880
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Sound Trust Wealth Advisors

Sound Trust Wealth Advisors

Bloomberg, Client Log-on, Affiliated Offices
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2005
33 Pequot Trail, Westport, CT 06880
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Emerald Wealth Advisors

Emerald Wealth Advisors

In Business Since 2005
Offers Financing Options
191 Post Rd W, Westport, CT 06880
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Gold Family Wealth

Gold Family Wealth

Estate Planning, Financial Planning, Investment Management
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2017
55 Post Rd W Suite 218, Westport, CT 06880
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MJP Wealth Advisors

MJP Wealth Advisors

“We are independent, which means we can tailor our services and offerings to each client's needs. We also retain a research and investment due diligence relationship with an institutional registered investment advisory firm, which gives us access to a...”
In Business Since 2014
320 Post Rd W UNIT 210, Westport, CT
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Coastal Bridge Advisors

Coastal Bridge Advisors

Financial Advisor
In Business Since 2013
54 Wilton Rd 1st Floor, Westport, CT 06880
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Saugatuck Financial

Saugatuck Financial

“Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with thei...”
In Business Since 2014
274 Riverside Ave 4th floor, Westport, CT 06880
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Alpine Hill Advisors

Alpine Hill Advisors

“Alpine Hill Advisors is an independent, boutique wealth management Registered Investment Advisor (RIA) in Westport, CT serving high-net-worth families.”
In Business Since 2023
1 Turkey Hill Rd S #204, Westport, CT 06880
Featured

The Five Pillars of a Winning Active Management Strategy We deploy a Separately Managed Account (SMA) strategy that is laser-focused on delivering transparency, liquidity and tax efficiency to these portfolios. It also allows the client to feel more in control of their investments. For this purpose, we abide by a set of guiding principles, or pillars that we refer to as the ‘Five A’s of Alpha’...

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Cfig Wealth Management

Cfig Wealth Management

“CFIG Wealth Management, LLC, based in Fairfield County, Connecticut, provides comprehensive wealth management services to individuals, families, trusts & estates, corporations (mid-size corporations and small business owners), profit sharing plans, f...”
In Business Since 2008
1555 Post Rd E Suite 206, Westport, CT 06880
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Iridian Asset Management

Iridian Asset Management

“Iridian is a 100% employee owned, value-oriented equity manager serving institutional investors. We employ a rigorous investment process that identifies opportunities and uncovers potential value.”
In Business Since 1996
276 Post Rd W, Westport, CT 06880
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Northeast Financial Consultant

Northeast Financial Consultant

518-B Riverside Ave 2nd floor, Westport, CT 06880
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RFE Investment Partners

RFE Investment Partners

“Congruity HR is a Professional Employer Organization (“PEO”) providing HR, compliance, payroll, tax administration, employee benefits, and workers' compensation and safety services to small and medium-sized businesses predominately in the southeaster...”
In Business Since 1984
10 Wright St, Westport, CT 06880
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Drum Hill Capital

Drum Hill Capital

“Drum Hill provides investment management and advisory services across asset classes, viewing its concentrated equity portfolios as the cornerstone of the solutions it provides its clients. Quite simply, we believe investors should seek to own equitie...”
In Business Since 1998
1221 Post Rd E Suite 205, Westport, CT 06880
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Suarez Wealth Management - Alliance Global Partners

Suarez Wealth Management - Alliance Global Partners

International Securities, Etfs, Prime Services
“The concept of insurance has been around since 3000 BCE in one form or another. In those days they took the form of a loan against a shipment. If the shipment suffered damage or loss before it arrived to the final point, the outstanding loan balance ...”
In Business Since 2014
CFP Certified
88 Post Rd W 2nd Floor, Westport, CT 06880
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CFO Capital Management, Joseph Tatusko, CFP , CFA

CFO Capital Management, Joseph Tatusko, CFP , CFA

Financial Planning, Portfolio Management, Retirement Planning
“There's no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you're rich” schemes help you sleep better? For over 20 years, CFO Capital Management and affiliates have been dedicated to provid...”
In Business Since 2005
19 Ludlow Rd, Westport, CT 06880
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Retirement Planning and Investment Management Services in Westport, CT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 254 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 254 cost profiles.

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