What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Brooklyn, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Brooklyn, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Igor Aronov
CFP®, CBDA
FAR Financial Inc.
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Cash Flow and Debt Management, Health and Wellness Planning, Legacy Planning, Business Organization, Cryptocurrency & Digital Assets
FAR Financial, led by Igor Aronov, CFP®, is a fiduciary advice-only financial planning firm, dedicated to helping busy professionals and their families untangle complexity, build structure, and make intentional financial decisions.
Cristina Guglielmetti
CFP®
Future Perfect Planning
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Equity Compensation Planning
Fee-Only Financial Planner for Mid-Career Professionals located in Brooklyn, NY and serving clients nationwide
Caroline Young
CFP®
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning
Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.
Shane Mason
CPA/PFS, CFP®, CPWA®, ECA
Brooklyn Fi
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Tipiwa Walker
MBA, CFP®
Lucre Advisory
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Cashflow, Debt Management, Income Tax Planning, Education Planning, Employee Benefits Review, Risk Management, Legacy and Continuity Planning, Retirement Income Planning, Investment Management
Comprehensive financial planning and investment management for; professionals, executives, near-retirees, retirees, and those with new-found wealth.
Liz Sylvan
CFP®, CPWA®, CDFA®
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning, Stock Compensation
Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.
Ally Jane Ayers
CFP®, EA, CEP, RLP®
Brooklyn Fi
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Herman Schroeder
CFA
Schroeder Capital Management, LLC
Brooklyn, NY
Specialties: Portfolio Management, Wealth Preservation, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Equity Compensation Planning
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country. I help people with concentrated wealth - RSUs, equity compensation, or capital from a liquidity event - actually compound it.
Michael Schupak
CFP®, EA
Astra Wealth Partners
New York, NY
Specialties: RSUs, Incentive Stock Options, Non-qualified Stock Options, 83(b) election, Direct Indexing, Alternative Investments, Alternative Minimum Tax (AMT), Concentrated Stock
Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.
Christopher Haigh
CFP®, RICP®
Iconoclastic
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cryptocurrency, College Education Planning, Tax Planning, Stock Option and Equity Compensation
No buzz words. No bias. No bull$#!+. Financial planning as it should be.
Ed Esposito
CFP®, EA
Merit Financial Partners, LLC
Maspeth, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning and Analysis
Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.
Andrew Kleinberg
CFA®, CFP®
Grand Central Financial Planning
New York, NY
Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning
Transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums. Located in Midtown Manhattan, NY serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
