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
MEET OUR TEAM
We are a team of experienced professionals, ready to help with your financial issues and concerns.
Learn More
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
Helpful Content
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
View all articles 
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?