Somnio never sleeps.
Helping you come out ahead in your financial life. By keeping up with your real life.

Approach


Life moves fast. Sometimes so fast it’s hard to keep up. Especially when it comes to saving, investing and protecting wealth. All the challenges, the choices, the change swirling around you. It’s easy to feel like you’re falling behind or missing out. So you wonder. You worry. You lose sleep. While some advisors remain stuck in old ways, Somnio is constantly in motion. Relentlessly learning. Moving at the speed of the financial world and at the pace of your life. So you know someone’s always thinking about you. Someone’s always on it. Helping you feel confident, optimistic about your future. Helping you sleep at night. Perchance, to dream.

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About Us

Rob Roy

Robert N. Roy, Jr. CFP® ChFC®

"It all started at one of the nation’s largest financial firms where Nick and I were originally hired and trained. We loved the knowledge, training and experience but we felt the interests of our clients ran contrary to the firm’s focus on driving shareholder value. In January 2009, we set out to open our own independent practice and gained access to a more open architecture of products and services. Over time we've migrated to a compensation platform where today we rely entirely on fees. We believe this model puts us on the same side of the table, limits bias and holds our advice to a higher standard of responsibility."

Rob earned a B.S. in Economics from The Pennsylvania State University and has since continued his passion to learn. He holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant® designations from the CFP Board and The American College respectively.

Nick Roy

Nicholas R. Roy, CFP®

"When you practice truly comprehensive financial planning it's nearly impossible to be everything to everyone. That's why over time we've decided to focus on being everything to some. The goal is to have each client feel as if we're here just for them. In doing this, Rob and I employ a selection process for clients similar to how they probably went about choosing us. Ultimately, we believe the relationships we cultivate have to be as good a fit for our firm as our firm may be for our clients. At the very least this means ensuring the values of potential clients align with the values we maintain as a firm."

Nick earned a B.S. from the University of Connecticut School of Business and has since remained committed to furthering his knowledge specifically within his field. He holds the CERTIFIED FINANCIAL PLANNER™ designation and has taught various financial planning courses to other financial professionals as an adjunct professor.

Contact Us

We'd be happy to discuss your needs at our private offices, conveniently located in the
Suites at Somerset Square in Glastonbury.

Contact us at anytime to put the process in motion.