A complete list of active advisors currently associated with Glastonbury CPA's Financial Advisors, LLC

Warmer can help you find a great advisor at Glastonbury CPA's Financial Advisors, LLC or one who fits your needs even better.

Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors while also serving a limited number of institutional clients, as described in its Form ADV Part 2A (Item 7). The firm reports managing roughly $32.3 million in client assets for about 43 accounts. The brochure identifies portfolio management as the primary service and summarizes its methods of analysis, investment strategies, and risk considerations (Item 8), with periodic account review procedures noted in Item 13. It also discloses an affiliation with a CPA practice and addresses that relationship in the section on other financial industry activities and affiliations (Item 10), including the related referral and coordination practices. What distinguishes the firm from many independent peers is the combination of a formal accounting/CPA affiliation (an uncommon arrangement) and the provision of portfolio management to institutional clients in addition to individuals. The disclosures reflect a relatively small client base and AUM, indicating these uncommon service and affiliation features are managed at modest scale.

To learn more about the advisors currently working at Glastonbury CPA's Financial Advisors, 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.