Harrison Buxton, CPM®, CTFA – UBS Financial Services Inc.

Harrison Buxton, CPM®, CTFA - UBS Financial Services Inc. is a Financial Planner in New London, CT, located at 2 Union St. He serves high net worth individuals and their families, helping them navigate complex financial situations, including life transitions and liquidity events. His approach utilizes the UBS Wealth Way, an approach incorporating Liquidity, Longevity, and Legacy strategies, that UBS Financial Services Inc. and its Financial Advisors use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach organizes a client's financial life into three strategies: Liquidity to help provide cash flow for short-term expenses, Longevity for longer-term needs, and Legacy for needs that go beyond the client’s own life. For nearly three decades, Harrison "Cal" Buxton has helped clients develop personalized plans that address every dimension of their life and goals, including investments, business, and legacy. At the core of the decision-making process, Cal is a founding member of Mooring Wealth Management and applies his extensive background in fundamental portfolio analysis, integrating technical analytics and risk management tools. He has been recognized in Barron's Top 1,200 Financial Advisors for 2014 and 2015. The Barron's rating is awarded annually in March and is based on information from the prior year Q3. He has also been named to the Forbes Best-in-State Wealth Management Teams for 2023, 2024, 2025, and 2026. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. Harrison Buxton, CPM®, CTFA - UBS Financial Services Inc. works within UBS Financial Services Inc., which is backed by the strength of its parent company, UBS AG, a leading and truly global wealth manager. His decades of experience in portfolio analysis and risk management, combined with his founding role at Mooring Wealth Management, provide New London residents with specialized financial planning grounded in deep industry expertise.

Located on Union St, the business is a short walk from the Richard Douglass House and sits near the intersection with Green Street.

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