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
MEET OUR TEAM
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
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
WEALTH MANAGEMENT - Participation With Protection
Peace of Mind & Money Matter.Learn More
Rightsizing for Retirement
What does your home really cost?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Read this overview to learn how financial advisors are compensated.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Four vacation destinations you might never have thought of.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
All about how missing the best market days (or the worst!) might affect your portfolio.