Founder | Tax Attorney
For over 30 years, John F. Davenport, Esq. has helped families across Connecticut, New York, and the United States build retirement income plans, protect their estates, and transfer wealth to the people they care about most.
John founded Davenport & Associates in Norwalk, CT in 1997 after a career that included roles as a corporate officer at TIAA-CREF, an estate planning attorney at a large New York firm, and Executive Vice President and Wealth Planner at Merrill Lynch. That foundation of legal, institutional, and financial advisory shapes how he approaches every client relationship today. John holds a law degree from Pace University, an MBA in finance from Fordham University, and an undergraduate degree from the University of Notre Dame. He is a licensed attorney in both New York and Connecticut. He is a member of the New York State Bar Association and the Connecticut State Bar Association, and a Fellow of the Life Office Management Association (FLMI).
John works primarily with pre-retirees and retirees who have spent decades building wealth and want to make sure they transition into and through retirement confidently.
His practice spans:
Retirement Income Planning — building income strategies that account for inflation, sequence of return risk, Social Security timing, and healthcare costs over a 20-to-30-year retirement horizon.
Estate Planning — drafting and coordinating wills, revocable living trusts, irrevocable trusts, powers of attorney, and healthcare directives for families in Connecticut, New York, and nationwide. As a licensed attorney in both states, John handles the legal documents and the financial strategy together.
Tax-Efficient Strategies — Roth conversion planning, RMD optimization, IRMAA management, and capital gains deferral strategies including Deferred Sales Trusts for clients selling highly appreciated real estate or businesses.
Recognition & Media – John and Davenport & Associates have been recognized nationally and locally for their work in wealth management and financial planning:
2006 Forbes Small Business Award recipient
Featured in Forbes Magazine, May 2010 issue
Regular contributor and guest on Connecticut News 12
Quoted in the Journal News and multiple regional and national business publications
Based in Norwalk, CT — Serving Clients Nationwide, Davenport & Associates is headquartered at 800 Connecticut Avenue, Suite E401, Norwalk, CT 06854. John serves clients locally across Fairfield County: including Westport, Stamford, Greenwich, Darien, and New Canaan — as well as clients throughout New York and across the United States.