Financial Advisors and Wealth Managers in Wilton, CT
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Wilton, CT Office
Contact
Phone: 203.403.3804
Fax: 203.762.8404
Location
195 Danbury Rd.
Suite 140
Wilton, CT 06897
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Emily Boothroyd
Wealth Manager, Partner
Meet Emily >
Emily Boothroyd
JD, CFP®, CPWA®
Wealth Manager, Partner
Emily Boothroyd, JD, CFP®, CPWA® is a Partner and Wealth Manager in the Wilton, CT branch of Merit Financial Advisors/Price Financial Group. She has been dedicated to helping her clients to create financial plans that reflect their individual needs for over a decade. Emily has a background in trusts and estates law, as well as a CERTIFIED FINANCIAL PLANNER™ designation, and holds a certificate in Behavioral Finance from the Investments and Wealth Institute.
Emily has a strong focus on education and coaching and strives to empower her clients to sit in the driver’s seat when it comes to their financial lives. Her planning focuses on the articulation of goals and the methods of working towards them while maintaining a strong emphasis on risk management.
Whether her clients are moving forward to start a new chapter after a divorce, focusing on understanding financial management after the loss of a loved one, or seeking advice on how to optimize their executive compensation and stock options strategies, Emily enjoys connecting with each of her clients in a caring and compassionate manner.
She started her career as a legal counsel to the Congress of the Republic of Palau, then moved into estate planning as an attorney with the firm of Bishop, Jackson & Kelly, LLC. Emily transitioned to holistic financial planning and wealth management in 2009 as a natural progression from her experience as an estate planner.
Emily lives in Easton, Connecticut with her family. When she is not with her clients or team at Merit, you can find her at the barn or cooking with her two daughters. She also loves traveling and yoga.
Emily’s Certifications & Designations
- Series 7 – General Securities Representative
- Series 65 –Uniform Investment Advisor registrations
- Registered Investment Advisor Representative (IAR)
- Life, Accident and Health Insurance License Long-Term Care Certified by the state of Connecticut
- Juris Doctor
- Certified Financial Planner
- Certified Private Wealth Advisor
- Applied Behavioral Finance from the Investments and Wealth Institute
Eddie Maher
Wealth Manager
Kelley Watson
Branch Office Administrator
Hollis Hardiman
Wealth Manager, Partner
Meet Hollis >
Hollis Hardiman
CDFA™
Wealth Manager, Partner
Hollis Hardiman is a Private Wealth Advisor who joined Price Financial Group in January of 2015. A Certified Divorce Financial Analyst (CDFA™), Hollis specializes in helping clients navigate periods of transition such as divorce, the loss of a spouse, and the sometimes complex period leading up to a much-anticipated retirement. Her expertise includes all areas of financial planning, including investment management, tax strategy, risk management, and estate plan design.
Hollis graduated from the University of North Carolina at Wilmington with a Bachelor of Science degree in Marketing. Upon graduation, she began a 12-year career at Enterprise Rent-A-Car, rising through the ranks to eventually manage six retail locations in Fairfield County. In her management role, Hollis oversaw all aspects of sales operations, including developing an ever-growing sales team, expansion of her territory, as well as profit and loss management for her six locations.
Capitalizing on the skills she acquired in this role, especially those related to budgeting and sound fiscal management, Hollis then transitioned to the world of private wealth management by joining Wells Fargo Advisors in Westport, CT, in October of 2013. In the time since, both at Wells Fargo and now at Merit, Hollis has considered it a privilege to utilize her hands-on experience, practical financial expertise, and passion for exceptional service to help her clients pursue their lifestyle retirement goals.
Hollis was born and raised in Fairfield, CT, and now splits her time between Fairfield and Palm City, FL. She enjoys spending time with her husband and extended family, walking her two dogs, and playing tennis in her free time.
Certifications
- Series 7 – General Securities Representative
- Series 66 - Uniform Combined State Law Examination*
- Series 65 –Uniform Investment Advisor registrations*
- Life, Accident and Health Insurance License Long-Term Care Certified by the state of Connecticut
Phone: 203.423.5985
E-mail: [email protected]
Christine Ley
Client Development Manager
Meet Christine >
Christine Ley
Client Development Manager
As a Client Development Manager, Christine is responsible for managing the day-to-day administrative needs of our affluent clients. She oversees client communication through social media, monthly newsletters, and emails. Christine is also involved in answering client inquiries and managing key documents to ensure all necessary paperwork has been completed and recorded properly. Christine’s skills in this area enhance our clients’ experience and add to our reputation as a firm that seeks to provide exceptional service and support.
Christine graduated with a bachelor’s degree from Florida Atlantic University, and prior to joining Merit, earned her realtors license and began practicing residential real estate as a Real Estate Associate.
Lori Price
Wealth Manager, Partner
Meet Lori >
Lori Price
CFP®
Wealth Manager, Partner
Lori R. Price, CFP® founded Price Financial Group in 1990 as a boutique independent wealth management firm serving clients in Connecticut, Florida and throughout the country.
For over 35 years, Lori has been providing financial, retirement, estate planning and wealth management services. In February 2021, Lori was again named to the Forbes list of Best in State Wealth Advisors in Connecticut and named one of America’s Top Women Advisors.
After earning a certification as a divorce financial planner in 1998, she developed a more specialized focus guiding affluent women through the transition of divorce or losing a loved one. As an acknowledgement for her focus on educating women and helping guide them through transitions, Lori is proud to have earned Women’s Choice Award® for Financial Advisors every year since 2014 [1].
Lori and her team of advisors and professional staff also work with clients who are near or in retirement, helping guide their transition from a paycheck to having a plan in place so they will not outlive their money.
The demands of managing a small financial services firm became more time-consuming and complex. Lori merged Price Financial Group with Merit Financial Advisors in January of 2020 in order to gain access to numerous resources ranging from strong compliance oversight, dedicated technology support, a top-notch financial planning department, an excellent marketing team, administrative and operations support, and a fantastic bench of investment professionals.
Lori has been welcomed as a guest speaker at national conferences and has conducted over 350 workshops covering all aspects of financial and estate planning. She has been widely recognized in the industry by Barron’s, Forbes, Connecticut Magazine and Wealth Manager Magazine among others.
Acting on her strong belief in the importance of giving back to the community, Lori has presented special programs on “Creative Alternatives for Charitable Giving” and “Empowering Women in Philanthropy.” She actively supports several local charities including: Feeding America and local food banks, Alzheimer's Research, The Domestic Violence Crisis Center, Relay for Life, Fairfield County Foundation Fund for Women and Girls, Rock the Street Wall Street, & Special Olympics.
Lori has an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University. She now resides in Palm Beach Gardens, FL and Old Saybrook, CT. For fun, Lori is a competitive pickleball player and sports enthusiast and enjoys wine tastings, travel, golf, cycling, kayaking and hiking.
Industry Recognition:
- 2019-2022: Named to Forbes list of BEST IN STATE Financial Advisors[2]
- 2019-2021: Named to Forbes list of America’s Top Women Advisors.[2]
- 2014-2023: Women’s Choice Award for Financial Advisors by Women Certified.[1]
- 2012-2020: Connecticut Magazine “FIVE Star Wealth Manager”[3]
[1] The Women’s Choice Award® by Women Certified Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.
[2] Based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
[3] In year 2012-2017 the award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
Joanne Gautrau
Client Service Manager
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Wilton
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Wilton, CT
Our service areas include:
- Weston
- New Canaan
- Ridgefield
- Redding
- Easton
- Fairfield
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Wilton and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.