Fee-Only Financial Planners in Melville, NY

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Melville, NY:

Philip Capell

CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

Melville, NY

Specialties: Retirement Planning, Investment Management, Comprehensive Financial Planning

Financial Advisor providing retirement and investment solutions with offices located in Melville, Long Island, Manhattan and Boca Raton.

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

Joyce Streithorst

CFP®, MSFS, CDFA®

Frisch Financial Group, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

Aaron Lieberman

CFP®, CDFA®

Marathon Wealth Management, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

Christopher Congema

CFP®

Landmark Wealth Management, LLC

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with an SEC Registered Investment Advisory firm

Shawn Gallagher

CFP®, CRPC®

Frisch Financial Group, Inc.

Melville, NY

Jason Sacks

CFP®, CFS

Frisch Financial Group, Inc.

Melville, NY

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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