Brian J. Waddell
CFP®, RICP®, CEPA®, AIF®
Partner and Financial Planner, Wealth Management Advisor
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"I serve as a wealth advisor primarily to a small group of successful business owners and executives who, among other things, aspire to a work optional lifestyle."
My team uses a comprehensive process to help clients address each of their five key concerns:
- Making smart decisions with their money
- Mitigating their taxes
- Taking care of their heirs
- Making sure their assets are not unjustly taken and
- Magnifying their charitable gifts
With access to a wide array of specialists, we help our clients maximize their potential for achieving all that is important to them.
At the end of the day, people who have taken risks and worked hard want to know that everything is being done to protect and grow what they've built. Everything our team-based model does is predicated on this, to give clients the confidence that a team of advisors are coordinating on their behalf to create the best financial outcomes.
I hold degrees in business management and finance from CCSU, as well as holding the following designations: Retirement Income Certified Professional (RICP®) from the American College and the Accredited Investment Fiduciary (AIF®) designation. Additionally, I am an active member of the MetroHarford Alliance and reside on the committee for Sticks for Bricks, a local Habitat for Humanity charity golf tournament.
I have lived in West Hartford, CT for 10 years, am a father to a beautiful daughter Aleksandra, and I am passionate about personal development, guitar, golfing, hiking, and photography.
Professional Awards:
- Five Star professional recipient 2021, 2022*
*This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2024: 11/1/24, 2/13/24-8/30/24; 2023: 11/01/23, 02/13/23- 08/31/23; 2022: 11/1/22, 2/29/22 - 9/2/22; 2021: 11/1/21, 2/15/21 - 9/10/21; 2020: 11/2/20, 2/17/20 - 9/18/20; 2019: 11/1/19, 2/18/19 - 9/27/19. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.