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About Us

Independent and Fee-Only

What is the HTG Difference?

As a fee-only fiduciary, we are committed to providing unbiased, expert advice. Clients can count on us to be transparent and straightforward. Our years of hands-on experience and collective credentials set us apart.

Independent
Fee-only Fiduciary

Highly Skilled and Credentialed Team

Comprehensive Advice

Trusted, Empathetic Partner

OUR STORY

The History of HTG Advisors

Tom and Jeanne Gnuse founded HTG in 1993 with a clear mission to provide the individual investor with a systematic approach to asset allocation and portfolio construction. Over time, we added financial planning as a core service and evolved into a comprehensive wealth management firm.

Building on our founder’s vision, Robin Sherwood and Lex Zaharoff now lead a group of dedicated and qualified professionals. Our advisors remain devoted to helping clients meet their objectives through a blend of personal financial planning and disciplined, research-based investment management. Our longevity speaks to our commitment to - and the trust of - our valued clients.

Our founders’ principles of superior client service and a fee-only, fiduciary structure still guide us.

The HTG Difference Provides Value and Results

OUR 97% CLIENT RETENTION RATE REFLECTS THE HTG DIFFERENCE

Credentials

Our collective credentials are rare for a firm of our size. You benefit from the experience and knowledge of the entire HTG team.

Collaborative

Our culture fosters a highly collegial and interactive environment, which ultimately leads us to find the best solutions for you.

Multi-generational

Our advisors span generations. As your family and needs evolve, we have the staff and collective resources to grow with you. We seek long-term relationships with our clients and their families.

Personalized and Responsive

Our low client-to-advisor ratio allows us to thoroughly understand your financial goals and unique circumstances, ensuring that you receive personalized, timely attention.

BY THE NUMBERS

A Highly Credentialed and Experienced Team

10

Advisors

8

MBAs

7

CFP® Certificants

CERTIFIED FINANCIAL PLANNER®

2

CFA® Charterholders

Chartered
Financial Analyst®

1

JD

1

CDFA® Certificant

Certified
Divorce Financial Analyst®

Meet the Team

We are a team of thirteen professionals from a wide variety of backgrounds, all committed to the highest standard of service for our clients. Explore each of our backgrounds and experience on our meet the team page.

MEET THE TEAM

Financial Planning Association
The National Association of Personal Financial Advisors
AARP Bank Safe Trained Seal recognizes HTG as an AARP BankSafe trained institution for 2025.

That’s a little of our story,
but we’d really rather hear yours.

We invite you to give us a call.

SCHEDULE YOUR COMPLIMENTARY CALL

Keep Exploring

Discover Who We Help

We work with over 300 individuals and families like you.

LEARN MORE ABOUT WHO WE HELP

Understand Our Services

An integrated planning and investment approach with you at the center.

EXPLORE HOW WE CAN HELP YOU

Read Our Success Stories

Read examples of people just like you who have been helped by HTG.

READ OUR SUCCESS STORIES

HTG Advisors: Site Footer Logo
HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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