Broker Check
 
Wealth is a byproduct of successfully pursuing your desires. Evidence-Based Investing Fit-To-Retire

OUR HISTORY

Founded in 1983 by Bob Webster, now with a 30+ year history of strong client relationships and solid investment expertise, Webster Investment Advisors aims to deliver a strategic, balanced approach to asset management. Fully affiliated with a FINRA registered broker/dealer and with all assets held by independent nationally recognized custodians, WIA selects a variety of trusted institutional money managers to execute an effective simple-to-understand process of investing, using both traditional vehicles, and unique non-correlated investments such as managed futures and tactical market-timers.

In working with a modest number of medium net-worth clients, many of whom have been with us for over 20 years, we personalize each investment portfolio to meet the income, growth, and risk dynamics of each relationship.

Webster Investment Advisors from Webster Investment Advisors on Vimeo.

Contact Us
Call Out Box One Call Out Box One

MEET OUR TEAM

We are a team of experienced professionals, ready to help with your financial issues and concerns.

Learn More
 
Call Out Box Two

FIT-TO-RETIRE
Go-Go, Slo-Go, No-Go

If you are approaching or have already reached retirement, let us help you plan for the best years of your life, when the only question you'll ask will be: "What do I get to do tomorrow?"

Learn More
 
Call Out Box Three

WEALTH MANAGEMENT - Participation With Protection

Peace of Mind & Money Matter.

Learn More
 

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow