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

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow