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Lansdowne Wealth Management, LLC (“LWM”) is a trusted Certified Financial Planner™ professional firm based in Mystic, Connecticut that provides financial retirement strategies backed by education, knowledge and experience. Our clients rely on us to provide thoughtful, personalized service and advice. As a fee-only registered investment advisor, we provide objective, independent guidance to help you achieve your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and across the United States depend on us to guide them to confidence in their future.
Our goal is to provide our clients with the most comprehensive asset and wealth management services available. Since its inception, our objective has been to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival those of large firms.
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In addition to providing portfolio management services, we offer our clients access to our comprehensive fee-only financial planning services. More information about our financial planning services is available in our Services section.
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Robert Henderson, CFP® is president of Lansdowne Wealth Management, an independent fee-only advisory firm in Mystic, CT. His firm specializes in financial planning and investment management for retirement, with a special focus on the special needs of divorced or widowed women. He is a Certified Financial Planner™ Professional, Certified Asset Management Specialist and Certified Divorce Financial Analyst. Mr. Henderson can be reached at 860-245-5078 or bhenderson@ You can also visit his personal finance blog, retirement workshop at https:///blog and company website at https://.
If you are a General Dynamics employee or retiree and would like advice and guidance on retirement planning or managing your GD Fidelity 401K plan, please sign up for our monthly newsletter. When looking for the best financial advisors, you’ll find options ranging from automated investment management services known as robo-advisors to traditional personal financial advisors. In the middle are online financial advisors and financial planning services: These companies offer many of the services of a traditional financial advisor but operate online to reduce fees.
1. Keep your budget in mind. Simple, digital-only services will be cheaper; Holistic financial planning will increase. It’s a good idea to know what costs you’re comfortable with before you dive in.
2. Decide on the services you need. You may need help choosing investments, or you may need advice on more advanced matters such as estate planning or insurance needs. These requirements will help you choose the type of financial advisor you need – typically, a robo-advisor is suitable for investment management, but for advanced plans you’ll need an online planning service or a traditional human financial advisor. (See our picks for the best robo-advisors.)
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3. Choose whether you want in-person tutoring or online tutoring. If you don’t want to meet your advisor in person, you’ll likely save money with an online service. These services tend to have lower minimum account requirements than traditional investment advisors. Whichever option you choose, it’s always important to check the qualifications and make sure they follow a reliable standard, which means your interests come first.
If you’re still not sure how to find the right financial advisor for you, it often makes sense to start with a robo-advisor or an online planning service – you can always hire a traditional financial advisor if your situation becomes more complicated. Below are our picks for the best online financial advisors.
The ratings are determined by our editorial team. Scoring formulas take into account multiple data points for each financial product and service.
Ratings are determined by our editorial team. The scoring formula for online brokers and robo-advisors takes into account more than 15 factors, including fees and account minimums, investment options, customer support and mobile app capabilities.
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Vanguard Personal Advisor Services is a great option for investors who can reach a minimum account size of $50,000 and want to use the computer algorithms of a robo-advisor while maintaining access to human contact.
Zoe Financial is not really a financial advisory company – the company connects clients with financial advisors. Zoe Consultants are an independent fiduciary who work on a commission-free model, meaning your consultant will not try to sell you products for profit.
Betterment Premium gives customers a minimum of $100,000 to invest and unlimited access to financial advisors. The service charges a reasonable 0.40% of assets under management, and all advisors are certified financial planners, a credential required to meet a high threshold of education and experience.
Private Capital is part robo-advisor, part human advisor: The hybrid service uses robo-algorithms, but pairs investors with a dedicated financial advisor. High touch access comes with a higher balance requirement and management fee.
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Harness Wealth is not a financial advisory firm – the firm serves to connect clients with carefully screened firms. Advisers on the platform typically charge a 1% management fee, but also offer flat-fee financial planning services and tax assistance.
Ratings are determined by our editorial team. Scoring formulas take into account multiple data points for each financial product and service.
A comprehensive review process evaluates companies that provide online financial planning services or connect users with a financial advisor. Our goal is to provide an independent assessment of providers to help give you information to make sound, informed judgments about which ones best meet your needs. We adhere to strict editorial integrity guidelines.
We collect data directly from suppliers through detailed questionnaires, and conduct personal testing and observation through supplier demonstrations. Questionnaire responses, combined with demonstrations, interviews with supplier personnel and hands-on research from our experts, drive our proprietary assessment process that scores each supplier’s performance across more than 20 factors. The final output produces star ratings from poor (one star) to excellent (five stars). Ratings are rounded to the nearest half star.
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A financial advisor helps people manage their investments, plan for retirement, and save for their financial goals. Financial advisors also recommend strategies, investments or other assets that help their clients’ money grow.
Financial advisors come in many forms, from personal advisors to online financial services and robo advisors. They all serve the same purpose: to help you figure out what to do with your money. Here’s more about what financial advisers do.
If you feel that you want to take care of your money and planning for the future is a big deal, a financial advisor can certainly help. If you are confident in investing your money, you may not need one.
While financial advisors aren’t for everyone, they can help you navigate the difficult and often confusing waters of how to organize your finances. If you’ve recently undergone a major life change (married, had a child, lost a family member), it can be helpful to work with a financial advisor to help you understand your new financial landscape.
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This really depends on how much you are willing to spend and what products you are looking for. There are some over-advisors – digital investment management services – that do not charge management fees. Others charge about 0.25% of your account balance.
Then there are online planning services and traditional personal financial advisors. Online planning services typically charge a management fee that starts around 0.30% or an annual or monthly base fee. Traditional financial advisers will often charge 1% of your assets or a flat fee – for example, you might pay $2,000 for a comprehensive plan.
The difference between a financial advisor and a financial planner is like the analogy of squares and rectangles: a financial planner is an advisor, but an advisor is not necessarily a planner.
Financial advisors are a large category of people who help people manage their finances. A certified financial planner has undergone extensive training, passed an examination and is legally bound to act in the best interest of their client. When looking for a financial advisor, no matter what they call themselves, it’s important to vet them thoroughly.
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What you are looking for in a financial advisor should be related to your needs and priorities. Online counselors are (mostly) cheaper, but some people prefer to meet with a local counselor; A face they know and trust.
It also depends on what your instructor wants to do. For example, if you are concerned with creating a socially responsible portfolio, you may prioritize finding an advisor who knows that strategy. But if you’re staying within your budget at first and you’re just starting to build an investment account, it often makes sense to go with a low-fee robo-advisor.
Personal advisors have the advantage of being able to develop a relationship with you over time. They can learn more about your family, your job and your life in general – giving them a better understanding of your financial needs. Unfortunately, they tend to be more expensive than a robo-advisor or online planning service.
Robo advisors are a great option if you just want investment management. If you need more detailed financial planning, many online planning services offer dedicated advisors who can help.
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