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Best Financial Advisors in New Haven

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Knights of Columbus Asset Advisors logo

Knights of Columbus Asset Advisors

1 Columbus Plaza, New Haven, CT 06510
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  • Private Wealth Advisor

Knights of Columbus Asset Advisors is an investment firm serving the New Haven metro. Financial advisors help clients manage their finances and plan for the future by recommending faith-based investing. For fixed income and equities investing, the firm offers mutual funds, individual products, and model and target-date portfolios. It also includes a donor-advised fund that helps nonprofits and individuals find philanthropic solutions. KoCAA manages a $29 billion investment portfolio and follows the United States Conference of Catholic Bishops (USCCB).

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Kreitler Financial logo

Kreitler Financial

265 Church St 801, New Haven, CT 06510
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  • Certified Financial Planner (CFP)

Kreitler Financial is a firm that provides wealth management and portfolio management services to clients in New Haven. Its advisors help clients deal with their finances, investments, retirements, estates, and business planning. The company's process involves financial review, strategy development, portfolio designing, wealth management implementation, and ongoing evaluation. Founding partner, Robert Kreitler, is a Certified Financial Planner professional who established the company in 1985. Robert is also the author of the book "Getting Started in Global Investing."

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Ladd Capital Management, LLC logo

Ladd Capital Management, LLC

110 Whitney Avenue, New Haven, CT 06510
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  • Private Wealth Advisor

Ladd Capital Management, LLC, is a New Haven-based financial advisory firm that has been serving individuals, endowment recipients, and corporations since 1975. It designs and manages investment portfolios that are aligned with its clients' goals and needs. The company adheres to a fiduciary standard that covers all investment advisory activities. It is a member of the Association for Investment Management and Research and subscribes to its code of ethics and standards of professional conduct.

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Linden Wealth Advisors, LLC logo

Linden Wealth Advisors, LLC

157 Church Street, New Haven, CT 06510
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  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Linden Wealth Advisors, LLC, serves clients in New Haven and the surrounding communities. It offers a wide variety of services, such as charitable gift planning, family wealth transfers, investment management, and retirement strategies. Moreover, it provides cash balance plans, expense benchmarking, fiduciary training, pension risk transfers, and restatement guidance. Elena Dixon, its founder, holds various designations, including as a Certified Plan Fiduciary Advisor and Chartered Financial Consultant. She has also served as the president of the Society of Financial Service Professionals' Board of Directors.

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Noble Wealth Advisors of Janney Montgomery Scott LLC logo

Noble Wealth Advisors of Janney Montgomery Scott LLC

321 Whitney Avenue, New Haven, CT 06511
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Noble Wealth Advisors of Janney Montgomery Scott LLC offers financial management services to New Haven and the surrounding areas. It helps individuals manage their wealth by providing practical advice, developing financial planning, and creating investment strategies. It also handles retirement income, college savings, and estate planning services. Its executive vice president, Charles J. Noble, III, has been in the financial industry for more than 30 years. Noble is recognized as one of the top wealth advisors in 2020 by Forbes.

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Sound Advisory Group logo

Sound Advisory Group

265 Church Street, New Haven, CT 06510
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  • Certified Financial Planner (CFP)

Sound Advisory Group is a fiduciary firm that provides financial planning services to clients in New Haven. The independent financial advisors from this company assist in developing customized strategies to meet the complex financial needs and goals of clients and guide them through difficult decisions. They guide clients in retirement planning, insurance, liability management, education plans, and asset management. Sound Advisory Group is one of the 25 wealth advisors of Snowden Lane Partners across the nation.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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