Loading page
Find Help · Connecticut
Financial Advisors serving Connecticut. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Connecticut so far: 124 financial advisors, 21 funeral homes, 18 hospice & palliative care, 2 grief counselors.
Every figure here comes from MORTL's Connecticut guide, which cites the statute or the state agency behind it. Read the Connecticut guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Connecticut is the order to work in. It's free and it always will be.
Connecticut global macro investment firm offering asset management and investment strategy services across global equities, currencies, commodities, and sovereign rates in the Greenwich area.
Connecticut investment management firm offering global equity, emerging markets, crossover growth, and custom solutions strategies, including registered funds, in the Stamford area.
Connecticut financial advisor offering retirement income planning, health care cost planning, and investment advisory services in the Stamford area.
Connecticut financial advisor offering global investment solutions and portfolio diversification services for financial advisors and individual investors in the Wilton area.
Connecticut financial advisor offering financial planning, retirement planning, legacy and gift-giving strategies, investment management, college savings, budgeting, and risk management in the Essex area.
Connecticut financial advisor firm offering wealth management, investment management, retirement planning, and services for small businesses in the Westport area.
Connecticut global institutional management firm offering international equity, global equity, emerging markets, and global concentrated equity strategies, including ESG-focused investment approaches, in the Stamford area.
Connecticut financial advisor offering financial planning, investment management, insurance, education planning, business planning, cash and income planning, and estate planning services in the West Hartford area.
Connecticut private equity secondaries firm offering LP-led and GP-led transactions, tail-end wind-downs, directs, seasoned primaries, and preferred structures, including fund liquidity solutions, in the Darien area.
Connecticut investment management firm offering wealth management, retirement planning, small business retirement plans, and college savings services in the Westport area.
Connecticut financial advisory firm offering financial planning, retirement, estate, investment, insurance, and tax planning resources for high net worth individuals in the Stamford area.
Connecticut financial advisor offering investment management, tax, estate, trust, and insurance planning services in the Westport area.
Connecticut investment management firm offering fixed income, equities, multi-asset, and alternative investment strategies, including responsible and ESG-focused investing, in the Stamford area.
Connecticut investment management firm offering holistic financial planning, asset management, business solutions, and financial education resources, including retirement, estate, and tax planning topics, in the Riverside area.
Connecticut financial research and money management firm offering equity market analysis, newsletter services, and portfolio management for institutional and high-net-worth individual investors in the Westport area.
Connecticut financial advisor offering income planning, tax planning, risk planning, investment planning, and legacy planning, including retirement transition strategies, in the Shelton area.
Connecticut financial advisor offering tax, retirement, investment, estate, insurance, and cash management planning services, including fiduciary-standard wealth management, in the Glastonbury area.
Connecticut investment firm offering research-driven energy markets investment services in the Darien area.
Connecticut alternative asset management firm offering control-based investment strategies in real estate, mortgage, and fixed income markets, including mortgage loan servicing and property management affiliate resources, in the Old Greenwich area.
Connecticut investment advisor firm offering portfolio management for pooled investment vehicles, including asset-based and performance-based fee structures, in the Stamford area.
Connecticut investment management firm offering investment advisory and portfolio strategy services, including capital preservation, income planning, asset growth, and wealth transfer strategies, in the Southport area.
Connecticut investment advisory firm offering wealth management, investment management, and values-based portfolio construction services in the Stamford area.
Connecticut multi-family office offering portfolio management, curated investments, and family office services, including financial planning, estate and entity structuring, and tax strategies, in the Greenwich area.
Connecticut asset management firm offering outsourced CIO and private equity investment services for institutional and nonprofit clients in the Norwalk area.
Connecticut financial advisor offering investment management and financial planning services for business owners, executives, and families in the Guilford area.
Connecticut investment advisory firm offering portfolio management, retirement income planning, and covered-call option strategies in the Shelton area.
Connecticut investment management firm offering opportunistic credit, distressed debt, and special situation investment strategies across developed markets, emerging markets, and real estate, in the Greenwich area.
Connecticut financial advisor offering customized investment portfolio management, generational wealth planning, and manager selection services for ultra-high net worth families in the Greenwich area.
Connecticut fund management company offering preneed and cemetery care trust management, insurance funding, and investment options for the death care industry in the Madison area.
Connecticut commercial real estate finance firm offering C-PACE financing and bridge loans for commercial real estate projects in the Stamford area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →