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.

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

Money Matter.

Learn More
 

Helpful Content

How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

 

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles arrow

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

View all calculators arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Saving for College 101

Here's a crash course on saving for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow