Browse all Seasoned advisors in Connecticut

Every advisor below is licensed to work with clients in Connecticut. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Connecticut advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
3,888
Executive
2,714
Tax-loss harvesting
1,901
Wealth management
1,865
Retired
1,685
Retirement income strategy
1,074
Mid-Career Professionals
1,026
Retirement plans for business owners (SEP, solo 401k)
1,012
Active portfolio management
950
HENRY (High Earners, Not Rich Yet)
947
General estate planning guidance
926
General retirement planning
883
Approaching retirement
820
Cash flow / budgeting
618
College savings (529s, UTMA, etc.)
589
ESG / Sustainable investing
542
Private / alternative investments
525
Annuities
477
Income planning
455
Business exit / sale strategy
395
Options & derivatives strategies
369
Social Security optimization
359
Charitable giving & philanthropy
324
Equity compensation tax strategy
313
Retirement withdrawal strategies
310
Passive / index investing
303
Concentrated stock management
289
Divorce financial planning
241
Self-Employed
233
Multi-generational wealth transfer
193
Financial Professional
167
Attorney
161
Married/Couples/Partners
149
Business succession planning
134
Divorced
123
Women Professionals
122
Established Professionals
99
Real estate investing
92
Business ownership considerations
81
Planning for children with special needs
75
General tax planning
62
Retired
46
Factor investing / smart beta
41
Long-term care insurance
39
Family Business
38
Educators, Teachers, and Academics
33
Values-based investing
30
Doctor or Medical Professional
19
Debt management
18
Life insurance needs analysis
16
Business sale tax planning
14
Military & Veterans
10
Intergenerational Families
9
Stock option exercise strategy
9
Tax strategies for small businesses
9
Medicare planning
8
Roth conversion strategy
8
Charitable giving tax strategies
7
Young Professionals
5
Religious/faith focused
4
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