About Essex Financial
Essex Financial is a premier independent wealth management & financial planning firm headquartered in Essex, Connecticut with offices in Farmington, Connecticut and Southport, Connecticut as well. Since 2003, we’ve been offering our clients the highly personalized financial services for which we’ve become well-known.
At Essex Financial, we rely on our combined industry experience to inform us, especially on our team of 19 seasoned financial advisors who manage or administer more than $2.46 billion in assets. With a wide breadth of knowledge and expertise, we’re able to work with a wide-ranging array of clients such as high net-worth families and individuals, charitable organizations, businesses of all sizes and government entities, providing investment & wealth management strategies targeted to meet each client’s unique needs. Our services include comprehensive financial planning, customized investment strategies, retirement plan services such as 401k plans, life insurance, long term care, estate planning, charitable giving strategies and education planning.
Operating on the core principles of knowledge, service, and independence, Essex Financial works with clients to provide life planning, guidance in business, strength and security in their finances, via clear, unbiased and independent thinking. We take great pride in our ability to custom tailor our wealth management solutions to meet the needs of each individual client. The Advisors at Essex Financial are held to the fiduciary standard, meaning that we’re bound by law to put our clients’ individual interests above our own. Whereas some financial advisors are only required to provide “suitable” advice, the fiduciary standard makes all the difference in how our personal advisors will approach your investment strategy.
In order to determine the best course of action for each of our clients, we begin by establishing milestones that we need to meet through an in-depth, upfront dialogue. This engagement is the best way we’re able to make thorough appraisals of your financial status, risk tolerance, and long-term goals, all important steps for charting a strategic course for your financial plan. As we progress, consistent and evolving dialogue becomes necessary to overcoming distinct challenges and achieving investment success and long-term stability in your finances. We want to become an active partner in your financial success, and through this approach, we develop long-lasting, often multi-generational, relationships with our clients.
Securities and Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor, Member FINRA, SIPC. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc. are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of a loss of the principal amount invested.