Home

Welcome to the Blog for Essex Financial!

About Essex Financial

Essex Financial is a premier wealth management firm founded in 2003. Essex Financial’s headquarters is located in Essex, with operations in Southport and Farmington, Connecticut as well. We work with our clients to provide them with one of our many services, including philanthropy, pensions, tax planning, estate planning, retirement planning, insurance, and education planning, among others.

We work with clients across the board, ranging from charitable organizations to small businesses to high net worth families to individuals within our portfolio of $2.46 billion, overseen by our curated team of 19 seasoned financial advisors. We determine the best course of action for each of our clients by beginning our relationship through an in-depth conversation where we establish milestones that need to be met. This helps us pair our clients with the right advisor to meet their needs.

Here at Essex Financial, all of our Registered Investment Advisors (RIAs) uphold the fiduciary standard, meaning we’re bound by law to operate by placing our clients’ needs ahead of our own.

Learn more about Essex Financial on our websites:

Home

Blog

News


Reopening Education: The Path Forward

Essex Financial is pleased to announce Sean Flynn has been selected to join a panel discussing the Reopening of Education and moving forward, Hosted by the Westchester and Fairfield County Business Journals. See the webinar here.


Follow My Blog

Get new content delivered directly to your inbox.

Create your website with WordPress.com
Get started