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Robert Henderson

Advisor Details

Financial Advisor in Groton, Connecticut with 18 Year(s) of Experience

Professional Designations

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 - LANSDOWNE WEALTH MANAGEMENT, LLC

Firm SEC Form ADV

Total Assets Under Management

$62000000

Firm SEC/CRD #

155422

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Firm Logo

Education

Bentley University
BS - Accounting
Duration: 1990 - 1994
Bryant University
CERTIFIED FINANCIAL PLANNER PROGRAM
Duration: 2016 - 2018

License(s)

Series 66

Advisor SEC/CRD #

5089860

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only

Specialties

Preferred Client Type

Membership Associations

Certified Financial Planner Board of Standards (CFPBS)

Financial Planning Association (FPA)

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.

Fun Questions About You

What are your three best travel destinations?

Italy, Utah (mountains), Greece

What book is on your nightstand, and what is the subject matter?

The Dynasty (Patriots)

What type of music do you listen to most often?

Classic Rock

What are your favorite sports teams?

Boston Red Sox

Contact:

34 Water Street
Groton, Connecticut 06355

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