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Specialization matters in medicine and law, it matters in planning too. We have a deep understanding of Gartner’s complex compensation plan, giving you a strategic advantage when managing your wealth. We specialize in helping professionals like you optimize your benefits for successful outcomes, so you can position yourself for a secure, meaningful future. We develop personalized strategies that help you minimize your tax burden, protect your hard-earned money, maximize your savings at every level, and develop a practical plan for retirement.

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Brian P. Skinner, CFP^®, CRPC^®

Financial Planner

Professional Philosophy

Brian is a dedicated financial planner who is passionate about retirement and investment planning. He is internally driven, every day, to make the experience and the firm, the best in the industry. He specializes in tax-sensitive retirement and income distribution planning for individuals and families aged 50+, helping them navigate the transition from saving for retirement to spending in retirement. His approach integrates investment management, risk planning, and tax-efficient strategies into comprehensive financial plans tailored to clients’ unique goals.

He believes deeply in the value that linking investment, tax, and income planning together provides in his pursuit of helping clients attain financial flexibility and retire confidently.

Industry Awards & Designations

Brian’s expertise and dedication have earned him notable recognition within the financial planning industry. In 2024, he was honored with the Forbes Best-in-State Next Gen award for financial advisors in Connecticut. He holds the prestigious Certified Financial Planner™ (CFP®) certification and the Chartered Retirement Planning Counselor (CRPC®) designation, underscoring his commitment to professional excellence and fiduciary responsibility.

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Education & Background

Brian grew up with his family in Orange, CT, moving through the local school system and eventually graduating from the University of Connecticut; he actively expands his industry knowledge through daily continuing education efforts, ensuring he remains at the forefront of financial planning strategies. His passion for educating others extends beyond his practice; he has taught classes on retirement planning, tax strategies, and smart investing across numerous towns in Connecticut.

Personal Passions & Community Engagement

Brian resides in Milford, CT, where he is deeply involved in the community. He is an active member of the Milford Rotary Club and has served as Corporator of Milford Bank and formerly as Corporator of Milford Hospital. Beyond his professional endeavors, Brian enjoys reading, perfecting his golf swing, and spending time with his wife, Kristine, and their son, Graham Skinner. He loves to put Graham in the hiking backpack to get outside to explore and embrace nature. Brian’s commitment to community involvement reflects his belief in fostering meaningful personal and professional connections.