Financial Advisor in Groton, Connecticut with 17 Year(s) of Experience
Professional Designations
Certified Divorce Financial Analyst (CDFA)
Certified Financial Planner (CFP) - 275354
Personal Bio
Robert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money.
Firm Name
Lansdowne Wealth Management, LLC
Firm Bio
LWM is a fiduciary, fee-only Registered Investment Advisory firm (RIA) in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of GD's benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.
Robert Henderson, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional.
Advisor Type
RIA - Robert Henderson
Firm License #
155422
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Education
BS - Accounting
Duration: 1990 - 1994
CERTIFIED FINANCIAL PLANNER PROGRAM
Duration: 2016 - 2018
License(s)
Series 66
Advisor License #
5089860
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Fee-Only
Specialties
Preferred Client Type
Membership Associations
Certified Financial Planner Board of Standards (CFPBS)
Fee Only Network
Financial Planning Association (FPA)
Garrett Planning Network
National Association of Personal Financial Advisors (NAPFA)
Personal Blog
Disclaimer
Disclaimer: Lansdowne Wealth Management, LLC is a Registered Investment Advisor (RIA) in the State of CT. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. Lansdowne Wealth Management, LLC is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states we are currently doing business in.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Robert Henderson CDFA, CFP
FIDUCIARY
Position: President
Category: Tax & Accounting
Inception of Business: 2006