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
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
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
View all articles 
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
View all calculators
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.