ABout us

Three Decades of Steady Hands, Right Here in Somers

Beaulieu & Associates, LLC is an independent, fee-based fiduciary that families across Connecticut and throughout the U.S. rely on. For more than 35 years, we’ve built lasting relationships by putting our clients’ interests first.

Built Around the Life You Actually Want to Live

Choosing a financial advisor is really a decision about trust. Beaulieu & Associates, LLC began with a straightforward conviction: money is only worth managing well when it helps you live the life you actually want.


Our founding principal, Jim Beaulieu, built the firm around that purpose-based philosophy, and it still guides every engagement. We start with the life you are working toward and design the plan to serve it, rather than fitting your life around a product. You can see how that philosophy shapes our approach in practice across every client relationship.

Meet the team

The Same People Every Time You Call

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Jim Beaulieu

President

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Vanessa Beaulieu 

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OFFICE MANAGER

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Sara McDonnell

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ADMINISTRATIVE MANAGER

Experience You Can Verify

In a field where it is easy to make claims, we would rather give you facts you can check. These credentials sit behind everything we do, from the first meeting to the ongoing services we coordinate for you.


  • More than 35 years of advisory experience inform every recommendation we make.


  • Our lead advisor has been with the firm since 2000, through multiple market cycles and tax-law changes.


  • We hold Series 63 and Series 65 registrations, the qualifications behind our work as investment adviser representatives held to a fiduciary standard.


  • We are an independent Registered Investment Advisor, not a branch of a national brokerage.


These are fiduciary advisor credentials you can confirm, not adjectives we assigned to ourselves.

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One Consultation. Complete clarity. A personalized roadmap for what comes next.

The hardest part is often taking the first step. Your initial consultation is complimentary and comes with no obligation. It's an opportunity to meet the people who will be in your corner, gain clarity about your financial future, and decide whether we're the right fit for you and your family.