HTG Investment Advisors - The Team
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There’s no greater wealth than peace of mind.
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That peace of mind comes from having a skilled advisory team who understands and guides you.
Life is a series of transitions. Each offers challenges and opportunities. HTG Investment Advisors can help you find solutions that add to your financial security.
HTG Team
OUR STORY
HTG is proud of our 25-year history of providing financial planning and investment management advice to individuals and families. As a fee-only fiduciary firm, we are committed to providing unbiased advice. Our clients can count on us to be honest, transparent, and straightforward in all matters. Our thoughtful approach, collective credentials, experience, and longevity set us apart.

Located in New Canaan, CT, we serve clients nationwide. Whether you are concerned about retirement planning, paying for college, saving on taxes, helping a loved one or giving to charity, we can guide you and your family towards your goals and a greater sense of long-term financial security.

MEET OUR TEAM

CARING
By taking the time to listen and understand you, we provide advice that addresses your specific issues and concerns.
TRUSTED
As fiduciaries, we put your interests first. To reduce conflicts of interest, we limit our revenues to fees paid by our clients.
EXPERIENCED
Our team has a wealth of investment and financial planning experience. We’re committed to serving you for many years to come.
EXPERIENCED
Our team has a wealth of investment and financial planning exerience. We’re committed to serving you for many years to come.
EFFICIENT
We handle your accounts, communicate clearly and are responsive. You’re then free to pursue other interests and activities.
EFFICIENT
We handle your accounts, communicate clearly and are responsive. You’re then free to pursue other interests and activities.
PROVEN
Our philosophy and process is grounded in proven principles that guide and support you in achieving your goals.
DISCIPLINED
We build portfolios using cost-effective funds run by world-class managers. We help you take the emotion out of investing.
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HTG Investment Advisors - Team Meeting
We are passionate about helping you envision and meet your financial goals. Today we help over 200 families prepare for a better future and find greater peace of mind.
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