Advisor Details

Advisor Details

Financial Advisor in New Canaan, Connecticut

Personal Bio

With over twenty five years of experience, Robin assists clients in maximizing their financial well-being. She counsels clients in the areas of retirement, taxes, investments and estate planning. Robin is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered member of NAPFA. She has an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BA from Colby College.

Firm Name

HTG Investment Advisors

Firm Bio

HTG is proud of our 27-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart. Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.

Firm SEC/CRD #

108614

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Advisor SEC/CRD #

4693308

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    Disclaimer

    This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this website is intended to constitute legal, tax, securities or investment advice, or an opinion regarding the appropriateness of any investment. The content of this website is intended for general information purposes only and should not be acted upon without obtaining specific legal, tax and investment advice from a qualified professional concerning your own situation. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.

Contact:

50 Locust Avenue
New Canaan, Connecticut 06840

robin@htgadvisors.com

(203) 972-8262

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