Business Details
9 Years
experience
Trusted Financial Planning in Wilton, CT
Founded in 2017, Round Rock Advisors takes a holistic approach to financial planning, combining deep industry experience with personalized service to meet clients' complex needs. Our team of certified professionals delivers comprehensive advice in financial planning, tax strategies, investment allocation, and risk management, prioritizing long-term client relationships. Rooted in community values, we integrate ethical practices and specialized expertise to help clients build generational wealth.With decades of collective experience, our advisors provide tailored solutions for retirement planning, estate management, and business financial services. We emphasize transparency, continuous support, and a collaborative model to ensure clients achieve both immediate and lifelong financial goals.
Services
Financial Planning
Tax Planning
Investment Allocation
Risk Management
Retirement Planning
Estate Planning
Accumulation Goals
Cash-Flow Management
Executive Compensation
Charitable Planning
Details
- Year established: 2017
Highlights and features
- We have advisors with over 25 years of experience in financial planning.
- Our team provides comprehensive, ongoing planning and investment advisory services.
- We prioritize a holistic approach to meet each client's unique needs.
- Our advisors hold certifications including CFP, CFA, and CDFA.
- We are committed to community involvement and ethical practices.
Services
Financial Planning
Our financial planning service helps clients create balanced strategies for long-term wealth preservation. We develop personalized roadmaps aligned with individual goals, incorporating tax efficiency and risk management. With ongoing advisory support, clients gain clarity on retirement, estate planning, and intergenerational wealth transfer.
Tax Planning
We design year-round tax strategies to minimize liabilities while maximizing client benefits. Our advisors collaborate with external tax professionals to optimize deductions, credits, and estate-related tax advantages. This proactive approach ensures compliance while enhancing overall financial outcomes.
Investment Allocation
Our investment allocation service tailors portfolios to clients' risk tolerance and financial objectives. Using both concentrated and diversified strategies, we select investments designed to work synergistically with broader financial plans. Regular rebalancing ensures alignment with evolving goals.
Risk Management
We assess clients' exposure to financial risks through comprehensive insurance evaluations. Our strategies protect against unexpected events by structuring life, disability, and property coverage that integrates with overall wealth plans. This safeguards both personal assets and business interests.
Retirement Planning
Our retirement planning service maps strategies to secure sustainable income streams. We analyze pension options, Social Security timing, and tax-efficient withdrawals while addressing healthcare costs. The goal is to ensure financial stability throughout retirement without compromising quality of life.
People
Bert T Bowler
Private Wealth Advisor / Partner
Certified Financial Planner with 29 years of experience, Bert founded Round Rock Advisors in 2017 after a career at Ameriprise. He holds a BA in Economics from Kenyon College and focuses on personalized financial strategies.
Craig Jensen
Portfolio Manager - Partner
With 22 years in investment management, Craig specializes in portfolio strategy and asset allocation. He earned a BS in Justice and Law Administration and serves as Chief Compliance Officer at Round Rock.
John Planell
Private Wealth Advisor
A CFP with 34 years of experience, John holds advanced degrees in Mechanical Engineering. He transitioned from Ameriprise to Round Rock, focusing on comprehensive financial planning for high-net-worth clients.
Lynda Kommel-Browne
Private Wealth Advisor
Chartered Financial Analyst with expertise in intergenerational wealth transfer, Lynda brings 30 years of Wall Street experience. She holds a graduate business diploma from the London School of Economics and specializes in special needs financial planning.
Paul J Resnik
Portfolio Manager
CFA charterholder with executive experience at major firms like Merrill Lynch, Paul focuses on equity research and market analysis. He founded Resnik Asset Management Co. in 1995 and contributes deep investment expertise.
Questions
What financial planning services do you offer?
We provide comprehensive services including tax planning, investment allocation, retirement strategies, estate planning, risk management, and business financial advisory to address all aspects of wealth management.
How does Round Rock Advisors approach client relationships?
We use a collaborative, client-first model with trimester planning cycles to address evolving needs. Our advisors focus on long-term partnerships through personalized, transparent communication and tailored financial strategies.
Do you work with both individuals and businesses?
Yes, we serve high-net-worth individuals, families, and privately held businesses. Our services include executive compensation planning, business valuation, and corporate financial strategies alongside personal wealth management.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Certified Divorce Financial Analysts (CDFA), and professionals with specialized credentials in tax, estate, and special needs planning.
How can I schedule a consultation?
Contact us at (203) 920-4774 or visit our Wilton, CT office to arrange a complimentary consultation. Our team will discuss your financial goals and determine how we can support your planning needs.
