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Smarter Planning.
A Better Retirement.

Retirement-focused, Fiduciary, fee-only financial ADVISOR


Mystic, CT

A Goal Without a Plan is Just a Wish.

- Antoine de Saint-Exupéry

WHY LANSDOWNE WEALTH MANAGEMENT?


Because not all Financial Advisors are created equal


Fiduciary

As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving all clients, for all accounts. Your interests come first at all times. It's that simple.

Independent

As an independently owned and operated fee-only business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.

Fee-Only

As a fee-only financial planner in Connecticut, we are compensated by the fee paid to us by you, our client, for investment management and financial planning. No sales pitch, no commissions, no products sold, and no "kickbacks."


COMPREHENSIVE

Our personalized advice is not limited to investing. We provide complete personal financial planning to help you and your family make smart overall decisions related to your retirement and your investments.

RESPONSIVE

Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.

FOCUSED

We are retirement planners. We do not try to be “all things to all people.” We understand the needs of our specific clients and are experienced in meeting those needs.


9 Common Mistakes that Investor Make

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