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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What’s the deal with your yearly free credit report?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A letter of instruction provides additional and more personal information regarding your estate.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Six overlooked tax deductions to help manage your tax bill.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
That big list of dreams and goals isn't the only way to look at your bucket list.
A special needs trust helps care for a special needs child when you’re gone.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.