Darien, CT Office

Team
Updated today

Client AUM

$111,601,546,975

Clients

80,986

Advisors

8

Of 1,001 advisors across 316 offices

Location

23 Old Kings Hwy S, Suite 102

Darien CT 06820

Advisors at this office

8

Advisors at this office

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Paul P

CFP®, Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Paul Papapostolou is a CFP® with 14 years of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Darien, CT. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process utilizes diversified, risk-class based allocations blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Gerard Z

CFP®

Darien, CT

Wealth Enhancement Advisory Services, LLC

Gerard Zopfi Jr. is a CFP® professional with 14 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to his advisory role, he provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Sydney M

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Sydney Moerler is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. Moerler has four years of industry experience, including roles at GE Capital and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, using a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Steven M

CFP®, Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Steven Mondolino is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2016, following a year at The Colony Group, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management across risk classes, supported by an internal Investment Committee and quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lane M

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Gerard Z

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Gerard Zopfi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 33 years of industry experience. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. Outside of his advisory role, he is involved in racehorse ownership and provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and sub-advisory options.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kelly O

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

Kelly Ogiba is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning their advisory career in 2026. Prior to joining WEAS, Ogiba worked at the Wealth Enhancement Group since 2019 and at TD Bank NA from 2016 to 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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David H

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

David Himmelreich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 37 years of industry experience. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he serves as Treasurer and board member of the Investment Advisory Council for Connecticut State pensions and is involved with Wealth Enhancement Tax and Consulting Services, which provides tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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