Robert Henderson, CFP®
Smarter Financial Planning. A Better Retirement.
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Serving Clients Nationwide
Smarter Financial Planning. A Better Retirement.
Areas of Focus
- Employee Stock Options
- Financial Life Planning
- Investment Management
- Living in Retirement
- Taxes
About Me
It’s not hard to imagine taking in a baseball game with Bob. With a quick smile and easy-going personality, he could be your friend or your favorite neighbor.A native New Englander, Bob grew up outside of Boston, where he spent time with his family cheering on the Red Sox, Patriots, Celtics and Bruins.
But when talk turns to financial health and wellness, he gets serious. Bob is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional and investment advisor in Mystic, CT.
“There’s a lot of confusion out there today,” he says. “Retirement is much more complicated than it was even 10 years ago. My job is to help people navigate the waters and make sense of it all.”
As president and founder of Lansdowne Wealth Management, LLC, Bob’s dedication to his clients is evident in everything he does. From his first meeting, to his ongoing communication and custom-tailored plans, he puts their goals first.
A former corporate finance director and controller, Bob spent 12 years moving around the northeast, spending time in Boston, Toronto and New York City. His career includes working as a finance director for a major Fortune 500 company and controller for a regionally-based hotel company in Connecticut.
“When my wife and I had our son, Owen, in 2002, we felt it was time to leave New York,” he says. “That’s when we found Mystic, Connecticut and fell in love with the area.”
Today, his favorite family activities revolve around the beautiful outdoors; boating, baseball, and golf in summer, skiing in Vermont in winter. In 2005, he and his wife welcomed another child, a daughter, Elizabeth.
Bob holds a bachelor’s degree in accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP Board, the Accredited Asset Management Specialist designation from the College for Financial Planning and the Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysis.
His certifications, along with his experience and expertise, make him a trusted advisor.
"I do everything I can to personally help my clients," he says. "I love seeing them reach their goals and help make retirement more relaxing."
Professional Designations
- Accredited Asset Management Specialist (AAMS)
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Fee Only Network
- Financial Planning Association
- Garrett Planning Network
- National Association of Personal Financial Advisors
Location
34, Water Street, Groton, Connecticut, 06355
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Our first meeting is just a "Get to Know You" meeting, where we both have the chance to ask questions and determine if working together would be a good fit. Click the Book Intro Call button above to contact us.Offers Investment Management
Yes
About our Firm
Lansdowne Wealth Management, LLC (“LWM”) is an independent financial planning firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures.Our goal is to provide our clients with the most complete Asset and Wealth Management services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions.
In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Financial Planning, Wealth Management, and Divorce Planning services.
Education
Bentley University, B.S. Accounting
Badges
Languages
- English
Hobbies and Interests
- Baseball
- Boating
- Golf
- Skiing
Who We Serve
- Baby Boomers
- Business Owners
- Couples
- Divorce
- Dual Income Family
- Living in Retirement
- Women in Transition
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