Our Process

Your Path to Financial Independence

Leading You to Your Best Life

Our mission as your advisor is all about helping you maximize the value in your given situation. Whether you’re preparing for retirement or in the height of your career, we’ll gain a clear picture of where you are, where you want to be, and the best path to your ideal life. We get to know you on a deep level, gaining a detailed understanding of what matters to you so we can help you align your financial strategies accordingly.

I

Discovery

We’ll begin with a call to learn more about you and what you’re looking to accomplish. We’ll discuss your goals, what you’re looking for in an advisor, and our approach to the planning process. If we mutually decide we’re a good fit for each other, we’ll schedule a second meeting.

II

Assessment

In this meeting, we’ll dive deeper into your financial situation so we can assess where you stand in relation to your goals. We’ll make sure we have all the information we need to deliver detailed strategies and provide a clear picture of your opportunities and risks. Documents we’ll review include:

Document 1
Document 2
Document 3

III

Opportunity

Finally, we’ll spend time reviewing our plan with you. We’ll discuss the results of our financial projections, talk about how you could improve your trajectory, and offer personalized strategies to help you accomplish your goals. We’ll also spend time answering your questions and making sure you have a clear picture of your path forward.

Brian P. Skinner

AdvisorHub Solo Advisors to watch 2025

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.

Brian with his wife and their son at 4 month old

Brian hold his son with snow

Brian with his wife and their son as a toddler with Santa

Brian feeding his young son

Brian with his son in a hiking kid backpack on a hiking trail

Brian with his wife at a wedding

Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.