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Top Rated Financial Advisors in Stamford, Connecticut

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Stamford, Connecticut is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Stamford, Connecticut with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Stamford, Connecticut near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peter Scholtz

Scholtz & Company
Peter Scholtz is a financial fiduciary at Scholtz & Company. Peter Scholtz has been a Paladin Registry member since 2006 and serves clinets in Stamford, Connecticut.
Peter Scholtz has 30 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • U.S. Bank
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Philip Capell

Piermont Wealth Management
CFP®
Philip Capell is a financial fiduciary at Piermont Wealth Management. Philip Capell has been a Paladin Registry member since 2005 and serves clinets in Melville, New York.
Philip holds Certified Financial Planner and has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab Institutional
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Martone

Martone Capital Management,Inc.
CLU® ChFC®
William Martone is a financial fiduciary at Martone Capital Management,Inc.. William Martone has been a Paladin Registry member since 2006 and serves clinets in Hawthorne, New York.

William holds Chartered Life Underwriter , Chartered Financial Consultant certifications and has over 48 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • Connecticut
    • New Jersey
    • New York
    • North Carolina

Additional Information:

Years of Experience:
48 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matt Jarvis

Valeo Financial Advisors, LLC
CFP® CPA
Matt Jarvis is a financial fiduciary at Valeo Financial Advisors, LLC. Matt Jarvis has been a Paladin Registry member since 2009 and serves clinets in New York, New York.

Matt holds Certified Financial Planner , Certified Public Accountant certifications and has over 8 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
8 Years

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Services
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Dragotta

Private Portfolio Partners
ChFC® CRPC®
Richard Dragotta is a financial fiduciary at Private Portfolio Partners. Richard Dragotta has been a Paladin Registry member since 2005 and serves clinets in Paramus, New Jersey.

Richard holds Chartered Financial Consultant , Chartered Retirement Planning Counselor certifications and has over 28 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • New York
    • North Carolina
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: State List
    • New Jersey
    • New York

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • View More
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • LPL Financial
  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paul Schatz

Heritage Capital LLC
Paul Schatz is a financial fiduciary at Heritage Capital LLC. Paul Schatz has been a Paladin Registry member since 2006 and serves clinets in Woodbridge, Connecticut.
Paul Schatz has 32 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Massachusetts
    • New York
    • Rhode Island
    • Texas

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Financial Engines Advisors

Financial Engines Advisors
Financial Engines Advisors, a financial advisory firm, has been a Paladin Registry member since 25. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Juechter

Hunter Financial Advisors, Inc
AIF® CFP® CWS®
Daniel Juechter is a financial fiduciary at Hunter Financial Advisors, Inc. Daniel Juechter has been a Paladin Registry member since 2018 and serves clinets in Tarrytown, New York.

Daniel holds Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications and has over 30 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Investment Products for Commission: State List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Insurance Products for Commission: State List
    • Florida
    • Massachusetts
    • New Jersey
    • New York
    • Virginia

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Pershing

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Martin

D.R. Martin And Associates
AIF® CFP®
Daniel Martin is a financial fiduciary at D.R. Martin And Associates. Daniel Martin has been a Paladin Registry member since 2019 and serves clinets in Hackensack, New Jersey.

Daniel holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 17 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • New York
    • Pennsylvania
    • South Carolina
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: New Jersey

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Fidelity Institutional
  • Fidelity Custody and Clearing

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D. Chris Tucker

Greenwich Advisors, LLC
CFA®
D. Chris Tucker is a financial fiduciary at Greenwich Advisors, LLC. D. Chris Tucker has been a Paladin Registry member since 2019 and serves clinets in Greenwich, Connecticut.
D. Chris holds Chartered Financial Analyst and has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • Pershing, LLC

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jesse Christensen

Cherry Lane Capital
Jesse Christensen is a financial fiduciary at Cherry Lane Capital . Jesse Christensen has been a Paladin Registry member since 2019 and serves clinets in New York, New York.
Jesse Christensen has 10 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab
  • Interactive Brokers

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Unger

Matthew Unger
Matthew Unger is a financial fiduciary at Matthew Unger . Matthew Unger has been a Paladin Registry member since 2020 and serves clinets in New York, New York.
Matthew Unger has 10 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New York
    • Texas
  • Investment Products for Commission: State List
    • New York
    • Texas
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab
  • TD Ameritrade & Pershing

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ethan Aris, CERTIFIED FINANCIAL PLANNER

Ethan Aris, CERTIFIED FINANCIAL PLANNER
CFP®
Ethan Aris, CERTIFIED FINANCIAL PLANNER is a financial fiduciary at Ethan Aris, CERTIFIED FINANCIAL PLANNER . Ethan Aris, CERTIFIED FINANCIAL PLANNER has been a Paladin Registry member since 2020 and serves clinets in New York, New York.
Ethan Aris, CERTIFIED FINANCIAL holds Certified Financial Planner

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Helme

Charles Helme
Charles Helme is a financial fiduciary at Charles Helme . Charles Helme has been a Paladin Registry member since 2020 and serves clinets in Greenwich, Connecticut.
Charles Helme has 30 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
30 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Helme

Charles Helme
Charles Helme is a financial fiduciary at Charles Helme . Charles Helme has been a Paladin Registry member since 2020 and serves clinets in New York, New York.
Charles Helme has 30 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
30 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Timothy Hamilton

Timothy Hamilton
CFP® CIMA®
Timothy Hamilton is a financial fiduciary at Timothy Hamilton . Timothy Hamilton has been a Paladin Registry member since 2021 and serves clinets in New York, New York.

Timothy holds Certified Financial Planner , Certified Investment Management Analyst certifications and has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bryan Trugman CFP

Bryan Trugman CFP
CFP®
Bryan Trugman CFP is a financial fiduciary at Bryan Trugman CFP . Bryan Trugman CFP has been a Paladin Registry member since 2021 and serves clinets in Woodbury, New York.
Bryan holds Certified Financial Planner and has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fixed Fee
  • Commissions (Investment Products)
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.