Advisor Details

Advisor Details

Financial Advisor in Mystic, CT with 11 Year(s) of Experience

Professional Designations

Registered Investment Advisor (RIA)

Certified Divorce Financial Analyst (CDFA)

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Personal Bio

Robert Henderson is a fiduciary, fee-only financial planner, 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. 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.

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.

Firm SEC Form ADV

Total Assets Under Management

$42,000,000

Firm SEC/CRD #

155422

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SEC

NASAA

Firm Logo

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Education

Bentley University
BS - Accounting
Duration: 1990 - 1994

License(s)

Series 66

Advisor SEC/CRD #

5089860

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    BROKER CHECK
    SEC
    NASAA

    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

    Personal Blog

    Publications Featured In

    Other

    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.

    Smarter Financial Planning = a Better Retirement

    Robert Henderson

Contact:

34 Water Street
Mystic, CT 06355

bhenderson@LWMwealth.com

(860) 245-5078

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