About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to work toward reaching them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to work toward creating a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.


Who We Serve

Our Services

Investments can play a key role in your financial independence plan. For individuals, a mix of qualified and non-qualified savings, income and pension plans can help work towards short- and long-term...
Helping ensure the quality of your life. At New Britain Financial Advisors, we offer a team approach to wealth management that encompasses all aspects of your financial life. We carefully consider...
Insurance is essential to any comprehensive financial independence plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue...

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.


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