About

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 Information

FirmLansdowne Wealth Management, LLC
PositionPresident
Agency Typeria
Firm CRD#155422
About Firm
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.
Firm Location

Professional Details

Advisor CRD#5089860
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Certified Financial Planner
Licenses
Series 66

Investment Information

Assets Under Management$225M

Company Profile

Company Size
Est. 2006
Resources

Practice Focus

Specialties
  • Retirement Planning 60%
  • Financial Planning 30%
Preferred Client Type
  • Engineers 40%
  • Baby Boomers 20%
  • Biotechnology Professionals 20%
  • Retirees 20%

Education

Education
Bentley University
Bryant University

About Me

Favorite Sports Teams
Boston Red Sox
Community Involvement Certified Financial Planner Board of Standards (CFPBS),Financial Planning Association (FPA)