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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...”

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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 ...”

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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 ...”

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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.”

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Newpointe Wealth

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“I'm so glad I was referred to them for my companies retirement plan.”

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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...”

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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...”

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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 ...”

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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.”

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How We Help You Make Financial Decisions That Weather the Ups and Downs in the Market Is the complexity of your financial situation causing confusion? Is your financial future a major source of anxiety? We know the markets, the economy, and financial planning can be challenging, complex, and disconcerting. The good news: there’s no reason to go at it alone. As part of our process and a value-added service, we offer our Unified Second Opinion Service. We make ourselves available as a sounding board and provide a second opinion on your finances to help you feel confident about your financial future. Watch this quick video to find out how we’re watching over your finances and some of the proactive steps we’re taking so you don’t have to alter your lifestyle or the way you save.

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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...”

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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.”

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Emerald Wealth Advisors

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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...”

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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...”

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Coastal Bridge Advisors

Financial Advisor

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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...”

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Alpine Hill Advisors

“Alpine Hill Advisors is an independent, boutique wealth management Registered Investment Advisor (RIA) in Westport, CT serving high-net-worth families.”

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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...”

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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.”

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Northeast Financial Consultant

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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...”

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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...”

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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 ...”

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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...”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Westport, CT

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

Bernhardt CPA

Principle Wealth

Blue Keel Financial Planning

Strategic Advisor

Newpointe Wealth

GYL Financial Synergies

Harbor West Wealth Management

Castlekeep Investment Advisors

Unified Wealth Management

Cedar Point Financial Services

Sound Trust Wealth Advisors

Emerald Wealth Advisors

Gold Family Wealth

MJP Wealth Advisors

Coastal Bridge Advisors

Saugatuck Financial

Alpine Hill Advisors

Cfig Wealth Management

Iridian Asset Management

Northeast Financial Consultant

RFE Investment Partners

Drum Hill Capital

Suarez Wealth Management - Alliance Global Partners

CFO Capital Management, Joseph Tatusko, CFP , CFA

Retirement Planning and Investment Management Services in Westport, CT Cost Estimates

Why these companies made our list

Wealth Management Advisors near Westport

Popular in Westport