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Lansdowne Wealth Management, LLC

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 CERTIFIED FINANCIAL PLANNER professional 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.

See Disclosures

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.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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


Investment Types

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

Can meet clients in the following ways

Email, Phone, Our Office, Your Home, Video Conference, Your Office


Registered Investment Advisor


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 63, Series 66

Financial Organization Memberships

National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee


Bachelor of Science - Accounting

Bentley University
September 1990 - May 1994

CERTIFIED FINANCIAL PLANNER" professional - Financial Planning

CFP Board
2021 - 2021

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-llc-detailed-disclosure


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