Meet Brian
Welcome! I’m Brian Skinner, CFP®
I help successful individuals nearing retirement optimize their wealth with personalized financial planning.
For Brian’s full background, credentials, and community involvement, read his complete bio.
Forbes Best-in-State
Brian was honored to be chosen in 2024 as a Forbes Top Next-Gen Wealth Advisor for Connecticut.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
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Let's Talk About Your Retirement
A conversation costs nothing, and there's no obligation. We'll learn about your situation and tell you honestly whether we can help.