Robert Henderson, CFP®

Robert Henderson, CFP®

LWM
34 Water Street, Mystic, CT 06355
President
Visit Website

About 

Robert Henderson, CFP®

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. 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.

Licenses

CERTIFIED FINANCIAL PLANNER™, CFP®
Registered Investment Advisor (RIA)
Certified Divorce Financial Analyst (CDFA)
Series 66

Education

Bentley University BS - Accounting Duration: 1990 - 1994

About 

LWM

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 SEC/CRD #

155422

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

No

Methods of Compensation

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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.