View Profile

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...”

i

View Profile

Caiati Financial Services

(10)

Retirement

“When my wife and I first met with Dominick five years ago we were a little bit apprehensive as to what to expect, what we could get out of that meeting.”

i

View Profile

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 ...”

i

View Profile

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 ...”

i

View Profile

Strategic Advisor

(2)

“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.”

i

View Profile

Newpointe Wealth

(1)

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

i

View Profile

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...”

i

View Profile

Tycon Partners

“An initial public offering, or IPO, is the very first sale of stock issued by a company to the public. Prior to an IPO the company is considered private, with a relatively small number of shareholders made up primarily of early investors (such as the...”

i

View Profile

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...”

i

View Profile

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 ...”

Featured

Since my first injection of Nurown my ALS FRS-r is up five points in three months. Prior to my injection my five year lead in averaged out to -.33 points per month so the delta over this time is astronomical. My fvc was 2.4 liters aggravated by a case of pneumonia which almost invariably accelerates disease progression. My most recent fvc is 3.8 liters.nnThese results are earth shattering but it is not a time for celebration. Our brothers and sisters with ALS are dying every day. The best of us are already in heaven free from this disease. The average person diagnosed today will not survive to see promising therapies complete the labyrinth of the antiquated FDA trial system. Companies like Brainstorm are trying to buck the system by putting the majority of their market capital into research but the cronyism at the FDA has created an environment where Pharmaceutical companies have budgets for lawyers and lobbyists that rival money spent on research and development. Did you know that the average research and development budget for an American pharmaceutical company is a meager 17% of their annual spending? We are failing and until that changes I take no joy in my personal good fortune...

i

View Profile

Parametric Risk Advisors

(1)

“It is amazing”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

Emerald Wealth Advisors

i

View Profile

Unified Wealth Management

Skip to Primary Navigation, Skip to Footer, Skip to Main Content

“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.”

i

View Profile

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.”

i

View Profile

Waddell & Reed

(1)

“Friendly, helpful and professional !”

i

View Profile

Paradigm Financial Partners

“Located in Westport, Connecticut, we are an independent investment advisory firm dedicated to guiding high net worth families in all areas of financial management. Our clients depend on us for innovative strategies and comprehensive implementation of...”

i

View Profile

Alpine Hill Advisors

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

i

View Profile

Northeast Financial Consultant

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

Greenhouse Wealth Management

“Madison has been an integral part of Greenhouse since joining the firm in 2017. As Senior Operations Manager, Madison's responsibilities include client service, compliance, and developing strategies to continuously improve the value we provide. Madis...”

i

View Profile

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...”

i

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

Caiati Financial Services

Principle Wealth

Blue Keel Financial Planning

Strategic Advisor

Newpointe Wealth

GYL Financial Synergies

Tycon Partners

Harbor West Wealth Management

Castlekeep Investment Advisors

Parametric Risk Advisors

Cedar Point Financial Services

Gold Family Wealth

Emerald Wealth Advisors

Unified Wealth Management

Sound Trust Wealth Advisors

Waddell & Reed

Paradigm Financial Partners

Alpine Hill Advisors

Northeast Financial Consultant

MJP Wealth Advisors

Cfig Wealth Management

Greenhouse Wealth Management

Saugatuck Financial

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