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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355


Smarter Planning. A Better Retirement.

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only financial planner firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures.

Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions.

In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.

General Information

Firm Start Year


No.of Employees




Firm CRD#


Insurance License#

CT #002266283

Name of Custodial Firm


States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

15 years in financial planning industry as well as 12 years in senior corporate finance roles.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Investment Types

Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds

I can meet clients in the following ways

At your office, Via Email, At my office, At your home, Video Conference, Via Phone


Registered Investment Advisor


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Divorce Financial Analyst(CDFA), AAMS®, CDFA®

Securities Licenses

Series 66, Series 63

Financial Organization Memberships

National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Based on Assets


Bachelor of Science - Accounting

Bentley University
September 1990 - May 1994


Registered Investment Advisor in the state of CT. CRD# 155422