At New Canaan Group, we provide comprehensive financial plans and strategies to help our clients meet their financial goals. We believe good financial decisions are made when there is education, understanding, and intentional planning.

Our mission...

is to provide the freedom and financial confidence that comes from knowing you have a plan and someone to turn to.

​We aim to do this by educating, collaborating, and implementing a plan for you in a way that earns us the right to be a part of your life.

This applies not only to our valued clients or their friends and family, but to our valued team members and business partners as well.

Our values...

Be Competent
Be Trustworthy​
Be Reliable
We strive to attract, develop, and maintain relationships with people who share our values.

Our qualifications...

We are a group of leading professionals whose experience lies in financial planning strategies for educators, school and corporate employees, government entities and not-for-profit organizations
  • Founded in 1990, our team has over 30 years of experience in financial services
  • All of our Financial Advisors are Investment Advisor Representatives and many hold various professional designations including CRES, CFP, CFA, CLu and ChFC
  • Many of our Financial Advisors have focused their practice on helping public school educators. We currently work with over 6,500 active and retired public school teachers and employees

​One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.