Brian Appel, CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Professional Focus
He has a passion for helping people accomplish their goals by leveraging his deep, wide-ranging wealth management experience.
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Financial Advisor in New Haven, CT
Personalized wealth management, financial planning, and investment advisory services for individuals and families in the New Haven metro area.
“Lido Advisors has built a presence in New Haven by serving clients with increasingly complex financial lives. Our work here reflects the city itself—demanding, nuanced, and always forward-looking.”
The Lido Advisors New Haven office provides comprehensive wealth management and financial planning services designed to help clients navigate complex financial decisions with clarity and confidence. Clients in the New Haven area often seek guidance around retirement planning, investment strategy, and major life transitions. Our advisors take a thoughtful, fiduciary approach—combining disciplined investment management with personalized financial planning tailored to each client’s goals and circumstances. What sets our New Haven presence apart is the ability to pair local insight with the depth and resources of a national firm, ensuring clients receive coordinated, long-term advice as their needs evolve.
Services Offered
Financial Planning
Comprehensive financial planning that aligns your goals, cash flow, investments, and long-term priorities into a clear, coordinated strategy designed to evolve as your life changes.
Investment Management
Disciplined investment management focused on long-term growth, risk management, and portfolio construction guided by a fiduciary approach.
Trust & Estate Planning
Strategic trust planning and administration support to help protect assets, support beneficiaries, and ensure your legacy is managed according to your intentions across generations.
Tax Consulting & Preparation
Planning that helps reduce current and future tax exposure while supporting long-term wealth objectives.
Women's Wealth Advantage
Specialized wealth management services by and for women.
Frequently Asked Questions
What is a fiduciary financial advisor in New Haven, CT?
A fiduciary financial advisor is legally required to act in a client’s best interest. Lido Advisors operates under a fiduciary standard, providing objective advice focused solely on client outcomes.
What does wealth management mean for New Haven residents?
Wealth management for New Haven residents means coordinating investment management, tax strategy, estate planning, and risk management into one integrated plan—designed to navigate the complexities of high-income, tax-sensitive, and multi-generational wealth in Connecticut.
Does Lido Advisors offer tax planning services in New Haven?
Yes. We provide proactive tax planning as part of our comprehensive wealth management approach, working to optimize investment decisions, income strategies, and estate structures with tax efficiency in mind.
Can I meet with a New Haven advisor virtually?
Absolutely. Clients can meet with our New Haven advisors virtually or in person, depending on preference, ensuring flexibility and ongoing access to your advisory team.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
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