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About People's United Advisors

Drawing upon decades of experience, we deliver responsible, customized solutions that matter.

Set your financial world in motion.

We are a service-driven organization with substantial and sophisticated wealth capabilities coupled with a local perspective.


Customized solutions built around a qualitative & quantitative investment process.

Trusts, Estates & Charitable Planning*

Hands-on, experienced trust professionals providing multi-generational solutions.

Business, Nonprofit and Municipal Services

We offer a variety of services to address specific investment and advisory needs.


Sophisticated credit and cash management solutions combined with personalized, concierge service. Specialized for firms in the legal, medical, dental and accounting industries.

Insurance, Securities & Annuities**

Full service and self-directed investment options including access to margin trading. Full suite of insurance solution including life, long-term care, business continuity and estate liquidity.


Personal financial planning & analysis. Multi-faceted approach encompassing balance sheet, cash flows, expense projections and savings. Comprehensive tax, estate & financial planning.

Retirement Plan Solutions

Dedicated recordkeeping and investment offering providing investment management and administration of defined benefit plans, defined contribution plans, IRAs & SEPs.

* Services provided by People’s United Bank, N.A.

** Services provided by People’s Securities, Inc.

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People’s United Advisors

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

Local perspective.
Practical expertise.

Clients are central to all that we do. Our priority is to set in motion an investment and wealth management program that meets each client's unique objective. We proudly serve:

  • Corporations
  • Foundations & Endowments
  • Individuals
  • Non-profit organizations
  • Private practices
A screenshot of the WealthBuilder platform illustrating a question to establish your investment strategy

Build for your future with WealthBuilder from People’s United Advisors

An online investment and portfolio management solution designed to deliver simple and scientific investment solutions.

  • It's SimpleYou answer five simple questions about what you’re investing for, your risk tolerance and your time horizon and we’ll recommend smart investment options tailored to your unique goals.
  • It's ScientificOur solutions are built from a rules-based, systematic approach to investing. This allows for us to automatically rebalance your portfolio, when appropriate. Also, we reinvest dividends which can help maximize your earning potential.

Annual fee 0.50%. Investment minimum $5,000.

Why choose People’s United Advisors

We’re local. We’re experienced. And we’re all about delivering solutions that meet your needs. One of our key tenets is to deliver solutions that matter. That means finding an investment program that suits your time frame, your income and growth needs, and your tolerance for risk. That means building a multi-generational trust program that addresses specific family needs, is mindful of taxation and seeks to deliver outcomes that are in line with your expectations.

Business woman in grey suit sits holding pen and smiling at table with businessman and cup of coffee while reviewing paperwork
WealthyMinds shares insights for your financial well being with a feature in this issue on investment advice

Don’t you wish there was a blueprint on investment advice?

People’s United Advisors’ white paper, “Investment Advice: Lost In A Maze?” provides a comprehensive guide to the advantages and disadvantages of various advisory options.

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

Red and blue telephone. Call this phone number for help, to speak with an expert or for more information

Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

People's United Advisors official logo


Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value

ADV Part 2A-2B - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

Annuities are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal. Investment and Insurance Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value

Business Continuity Plan - Commission & Fee Schedule - Financial Statement - Cost Sharing Arrangements - Order Routing Disclosure - Day Trading Disclosure - BrokerCheck

*Services provided by People’s United Bank, N.A.

**Services provided by People’s Securities, Inc.