White Allium Wealth Advisors, LLC

White Allium Wealth Advisors, LLC is an independent, women-owned, fee-only fiduciary financial planning and wealth management firm based in New Haven, Connecticut, serving clients locally and across the United States.

• The firm specializes in personalized, holistic financial strategies for women, families, individuals and retirees—strategies designed to evolve as each client’s life, goals and priorities change. Services include comprehensive financial planning, investment management, retirement planning, and guidance through life transitions.
• As a fee-only fiduciary, White Allium Wealth Advisors is committed to always acting in their clients’ best interests, helping clients move forward with clarity and confidence, giving them the peace of mind and freedom to focus on what matters most.
• White Allium Wealth Advisors was founded by Bernadette Huang, CFP®, CFA. With more than 30 years of experience across institutional asset management and personal financial planning, Bernadette brings deep financial expertise alongside a thoughtful, client-centered approach. She was inspired to establish the firm to support women and busy professionals seeking clear, objective guidance as they balance career, family, and long-term goals.

Investment advisory services offered through Equita Financial Network, Inc. Equita also markets advisory services under the name White Allium Wealth Advisors, LLC.