GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC

Overview

Glastonbury Cpa's Financial Advisors, LLC is a small, client-focused advisory firm that blends accounting expertise with discretionary portfolio management for individuals, families and small businesses. The firm’s advisory activity centers on running portfolios for individual and business clients, charging either a percentage of assets under management or hourly fees. Regulatory disclosures show the firm is not a multi-state adviser, is not a capital allocator and does not position itself as a pension consultant or ESG specialist. Investment behavior skews toward equities: the firm reports a clear preference for exchange-traded equities as its primary asset sleeve. That emphasis suggests a strategy built around liquid, market-traded exposure—implemented through ETFs and individual stocks—with mutual funds used as a complementary building block. The firm’s accounting background and client base of individuals and families point to a high-touch relationship model where tax and reporting considerations are likely integrated into portfolio decisions.

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Location & Offices