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Financial advisors in Rowayton, CT

Looking for a financial advisor in Rowayton, CT? We list 4 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

4Advisors with offices here
36Median years of experience
50%Fiduciary advisors?
3Firms represented

Largest firms here: Hoya Capital Real Estate, LLC (2), Sound Financial Management, LLC (1), Boomerang Capital LLC (1).

Hoya Capital Real Estate
36yrs
Sheila Peck Pettee
Financial advisor
137 Rowayton Avenue Suite 430
Rowayton, CT 06853
Top 7% by experience nationwide
CFA
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Sound Financial Management
22yrs
Michael Scott Madigan
Financial advisor
Rowayton, CT
More experience than 66% of advisors nationwide
FiduciaryPlanningInvesting
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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read