facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Your Retirement Planning Starts Today.

Retirement-focused, fee-only financial planner in
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. 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 advice and financial planning. No sales pitch, no commissions, no products sold, and no "kickbacks." 


COMPREHENSIVE

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

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


9 Common Mistakes that Investor Make

There are no magic bullets when it comes to investing. Download our FREE GUIDE and learn from a trusted, independent, fee-only financial advisor how to make better decisions with your money.

Download Free Guide