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Smarter Financial 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


Because not all Financial Advisors are created equal


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.


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.


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."


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.


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.


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 Investors Make

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