Independent financial planning for individuals and families. Retirement plan guidance for Connecticut businesses.
You only get one financial future. The time is now to make it a great one.
Financial planning built around your goals and values, with clear advice on saving, investing, taxes and retirement, and a planner who knows your whole picture.
Help for Connecticut business owners starting a retirement plan, fixing one that isn't working, or making sure the plan's costs and investments hold up.
Clients pay us directly. We don't sell products or earn commissions, so a recommendation never changes what we're paid.
As a registered investment adviser, we owe our clients a fiduciary duty to put their interests first.
Northshire is owned by Brian Williams and isn't part of a bank, broker or insurance company.
Our office is on North Main Street in Southington, and we work with families and businesses across Connecticut.
Brian Williams, CPFA®
Founder of Northshire Consulting, with more than 20 years in the financial industry. Brian works with each client directly, from the first conversation on.
About BrianFor business owners
We built a benchmark of Connecticut small-business 401(k) plans from their public Form 5500 filings: participation, contributions and average balances by plan size. In a fee review, we use it to show where your plan sits next to similar plans.
Built from public filings
Plan-level Form 5500 data, grouped by plan size.
Connecticut plans only
Small-business plans with under $25 million in assets.
Context, not a verdict
Benchmarks show how a plan compares, not whether its fees are reasonable for its services.
