A complete list of active advisors currently associated with Aspetuck Financial Management LLC

Warmer can help you find a great advisor at Aspetuck Financial Management LLC or one who fits your needs even better.

Aspetuck Financial Management serves primarily individual clients with discretionary portfolio management through its Risk Managed Portfolio (RMP) program, and also accepts corporate/business clients and pension or profit‑sharing plans, including ERISA 3(38) plan‑sponsor engagements and participant education. The firm provides ongoing investment management, retirement‑account fiduciary services, and ancillary planning support such as college 529 account management and retirement planning guidance. The RMP program uses four model strategies (Aggressive, Moderate, Conservative, Risk Averse) and a top‑down, macro‑driven asset allocation process that blends ETFs for diversification with selective individual dividend‑oriented and growth‑at‑reasonable‑price stock selections. Portfolios are managed for multi‑year horizons with active risk management and tactical adjustments; performance composites are maintained and reported through third‑party reporting systems (formerly Morningstar, now Black Diamond). What is notable for a solo independent adviser is the combination of scale and service breadth — approximately $178 million in discretionary assets across about 87 clients — while offering institutional plan services uncommon among peers of this type. The firm also advertises and publishes net composite performance results and maintains formal ERISA 3(38) plan‑management capabilities, practices that are statistically rare for independent single‑advisor firms.

To learn more about the advisors currently working at Aspetuck Financial Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.