Elm Advisors Lic is a financial planning firm based in New Haven, CT, specializing in providing personalized advice to individuals approaching or already in retirement. Led by experienced financial professional Lorne Abramson, the firm offers independent, objective guidance on various aspects of financial planning, including retirement accounts, investments, insurance, and tax management. With a focus on the client's best interests, Elm Advisors Lic aims to help individuals achieve their retirement dreams and ensure a comfortable and fulfilling future.
As a fiduciary and advice-only financial advisor, Elm Advisors Lic does not accept commissions for selling products, making the client their only source of compensation. With a flat project fee and hourly advice options, there is no long-term commitment required, allowing clients to receive tailored strategies and recommendations without the need to transfer all their assets or pay management fees. By prioritizing peace of mind and utilizing a broadly diversified, low-fee index fund approach to investing, Elm Advisors Lic aims to optimize returns and tax efficiency, providing clients with the ultimate return on investment and a comprehensive financial plan for their retirement.
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