Robert Henderson
President
Lansdowne Wealth Management, LLC
Fee-Only CERTIFIED FINANCIAL PLANNER™ professional located in Mystic, CT, focusing on retirement planning and investment management for those within 5-10 years of retirement, or already retired.
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I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Robert Henderson, CFP® is a Mystic, CT CERTIFIED FINANCIAL PLANNER™ professional. Lansdowne Wealth Management, LLC provides comprehensive and objective financial planning, investment management, and divorce financial planning to help retirees and near-retirees, as well as employees of General Dynamics, organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Henderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Get to Know Robert Henderson
Robert Henderson is President & Founder of Lansdowne Wealth Management located in Mystic, CT.
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 financial planner 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 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."
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Divorce
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Robert Henderson's Designations and Affiliations
Robert Henderson is a Member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Robert Henderson Serves Saint Mark's Toddler Play Group as a Grant Writer
"Expert Interview with Robert Henderson" is Featured on Loan Now
Robert Henderson is Quoted in InvestmentNews: "5 financial mistakes divorcing men make"
Robert Henderson is Quoted on NerdWallet.com: "Is your life insurance through work enough?"
Robert Henderson is Quoted on Benefits Pro: "Orphaned 401(k) accounts stacking up"
Robert Henderson is Quoted in InvestmentNews: "Tips for finding the dirt during due diligence on funds, managers"
Robert Henderson is Quoted on Money: "Retirement Planning: How Do You Measure Up?"
Robert Henderson is Quoted on Yahoo Finance: "The 10 Most Difficult Retirement Decisions"
Lansdowne Wealth Management is a Member of the Ocean Community Chamber of Commerce
Office Locations
34 Water Street - Mystic, CT 06355
Advisor Disclosure
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.
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