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 New York 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".
Select a city to refine your search:
- Airmont, NY
- Albany, NY
- Baldwinsville, NY
- Ballston Spa, NY
- Beacon, NY
- Binghamton, NY
- Bohemia, NY
- Briarcliff Manor, NY
- Bronxville, NY
- Brooklyn, NY
- Buffalo, NY
- Clifton Park, NY
- Corning, NY
- Croton-on-Hudson, NY
- Dobbs Ferry, NY
- Fairport, NY
- Floral Park, NY
- Garden City, NY
- Glens Falls, NY
- Glenville, NY
- Goshen, NY
- Hauppauge, NY
- Hornell, NY
- Horseheads, NY
- Hudson, NY
- Irvington, NY
- Ithaca, NY
- Katonah, NY
- Kingston, NY
- Larchmont, NY
- Long Island, NY
- Mamaroneck, NY
- Massapequa Park, NY
- Melville, NY
- Middletown, NY
- Monroe, NY
- Montgomery, NY
- Mount Kisco, NY
Every New York Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Fred Costantino
CFP®, AIF®, CPM®, CRPC®
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Deva Panambur
CFA®, CFP®
Sarsi, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning
Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas
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.
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
Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.
Jamie Roths
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Knoxville, TN serving clients locally and across the country
Karen Altfest
Ph.D., CFP®
Altfest Personal Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Wealth Management and Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
Michael Schupak
CFP®, EA
Astra Wealth Partners
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning,
Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.
Shweta Lawande
CFP®, CDFA®
Francis Financial, Inc.
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Anthony Benante
CFA®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
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
Fee-Only financial planner located in Brooklyn, NY, serving creative and tech professionals locally and across the country
Brett A. Koeppel
CFP®
Eudaimonia Wealth
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Buffalo, NY, specializing in helping families organize, grow and protect their wealth as they prepare for and navigate the transition into retirement.
Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
William Jerome
CFP®
Capital Financial Services, LLC.
Clifton Park, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.
Hannah Burchell
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Laura Rotter
CFP®, CFA®, MBA
True Abundance Advisors
Harrison, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country
Ronald Rogé
MS, CFP®
R.W. Rogé & Company, Inc.
Bohemia, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Tax Planning, Legacy Planning
Helping clients Plan, Achieve, and Live® the life they want since 1986.
Kaysian Gordon
MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning
Valley Stream, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Management
Kaysi Gordon Financial Planning is a Fee-Only financial planner located in Long Island, NY, serving clients locally and across the country
Kerry Mayo
CFA®, CFP®
Capital Financial Advisors of New York, LLC
Clifton Park, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Serving the Capital District of New York State and clients throughout the USA
Zhi Li
CFP®
Twelve Two Capital
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Student Loan Repayment Strategies, Stock Option Compensation (ESPP, RSUs, ISOs, NSOs), Identifying Money Behaviors
We specialize in serving Single Parents, Young Families, and First-Generation Young Professionals
David Flores Wilson
CFP®, CFA®, CEPA®, CCFC, CDFA®
Sincerus Advisory
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Business Owner Planning, College Education Planning, Divorce Financial Planning
Fee-Only financial planner and Wealth Manager located in New York City, serving clients locally and across the country
G. Martin Poole
CFP®, RFC®
HFH Planning Inc
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We take clients' financial puzzle pieces and make them fit.
Brian Sheahen
CPA, CFP®, MST
Hudson Oak Wealth Advisory
New York, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Comprehensive Tax Planning, Equity Compensation Planning, Trust & Estate Planning, Retirement Income Planning, College Education Planning, Risk Management Planning
Fee-Only financial planner & advisor located in Hoboken, NJ, & New York City, serving clients locally and across the country
Nellie Lunny
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Jeff Chase
S.E.E.D. Planning Group
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Anna Sergunina
CFP®
MainStreet Financial Planning
New York, NY
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide
Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
New York, NY
Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning
Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City
Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
Gregg Munn
CFP®, CPA
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Anja Luesink
MBA, CFP®, RLP®, CeFT®
Luesink Stenstrom Financial
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Joseph Piela
CFP®
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
Dann Ryan
CFP®
Sincerus Advisory
New York, NY
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Stock Options / Equity Compensation
Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!
Andrew Altfest
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Rob Friedman
CFP®, CDFA®, MBA
Central Park Financial Planning
New York, NY
Specialties: Comprehensive Financial Planning, Insurance Planning, Tax Planning, Investment Planning, College Education Planning, Retirement Income Planning, Estate Planning
New York City & Westchester County-based tax-oriented Fee-Only financial planner using a retainer-based compensation model
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
Jessica Blake
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Vid Ponnapalli
MS, CFP®, EA
Unique Financial Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning
Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.
Julie Ford
CFP®, CPA
Ford Financial Solutions
New York, NY
Specialties: Comprehensive Financial Planning, Life Transitions, Retirement Savings, Investment Management, College Education Planning, Budgeting
As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
New York, NY
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning
Fee-Only Financial Planner located in New York, NY and serving clients in NYC, NJ, LA and other states through virtual meetings.
Steven Elwell
CFP®
Level Financial Advisors
Amherst, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Gift Planning, Cash Flow Planning,
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients create cash flow from their savings with tax efficient withdrawal strategies to ensure they don't run out of money in retirement.
Gary Schatsky
JD
IFC Personal Money Managers, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide
Kevin Peacock
CFP®, CAIA®, EA
Astra Wealth Partners
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Savings
Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country
Erik Nero
CFP®, CCFC
First Step Wealth Planning, LLC
Gansevoort, NY
Specialties: Retirement Income Planning, College Education Planning, Comprehensive Financial Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Gansevoort, NY, serving clients locally and across the country
Rahimul Taher
CFP®, Enrolled Agent (EA)
TAHER FINANCIAL PLANNING, TAHER TAX
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Preparation & Planning, Cash Flow Planning, Investment Management, College Education Planning
Fee-Only financial planner located in NYC, with a Tax, Accounting & Cash Flow Specialization.
Simon Brady
CFP®
Anglia Advisors
Valley Stream, NY
Specialties: Personal finance consulting, Investment management, Retirement planning, Estate planning, Foreign nationals in the US, Post-divorce planning, Employee financial wellness programs
Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their early 20s to mid-40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.
Travis Maus
AIFA®, CEPA
S.E.E.D. Planning Group
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country
Dan Kain
S.E.E.D. Planning Group
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Chris Jennings
CFP®
Heron Wealth - NYC & Westchester
New York, NY
Specialties: Mega Backdoor Roth, Traditional vs Roth 401k and conversion strategies, Stock options and awards (ISOs, RSUs, etc.), Investment Management, Tax Planning
Fiduciary advisor with office locations in NYC & Westchester, including Midtown Manhattan and Bronxville Village in Westchester County.
Andrea Vaioli
AIF®,BFA™
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Lewis Altfest
CFP®, CPA/PFS, CFA®
Altfest Personal Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Peyton Hawkes
AIF®
Hawkes Wealth Management
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Binghamton, NY and 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
Cristina Guglielmetti
CFP®
Future Perfect Planning
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide
Justin Sanderson
CFP®, CIMA®
Sanderson Wealth Management
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Justin Sanderson, CFP®, CIMA®, provides sophisticated, comprehensive wealth management to high-net-worth individuals and families, business owners, and entrepreneurs. Located in Buffalo, New York, Justin works with clients around the country.
Natalie Colley
CFP®, CDFA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Arthur Flores
CFP®
Flores Wealth Planning, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Risk Management, Cash Flow Planning, Insurance Planning, Estate Planning, Debt Management, Equity Compensation Planning
Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country
James J. Suazo
ChFC®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Monroe, NY
Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Goshen, NY, and Suffern, NY.
Maury Schneider
CFP®, MBA, CPA
MLS Financial Planning
Long Island, NY
Specialties: Comprehensive Financial Planning, Cash Flow / Budgeting, Retirement Planning, Investment Discussion and Guidance, Education Planning, Tax Planning
Fee-Only financial planner located on Long Island (Massapequa, 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
Jeffrey Feldman
CFP®, PhD
Rochester Financial Services
Pittsford, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.
Nicholas J. Scheibner
CFP®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning
Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City
Annie McQuilken
MS, CFP®, CFT-I®™
Forever Financial Advisors, LLC
Fairport, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor specializing in intergenerational wealth
Ally Ayers
CFP®, EA, CEP, RLP®
Brooklyn FI
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
James Grennen
MBA, CFP®, EA
Woodhull Capital Advisors, LLC
Bohemia, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Consulting, College Education Planning, Tax Planning
Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the NY Metro region.
James J. Williams
CFP®, MBA
Williams Financial, LLC
Saratoga Springs, NY
Specialties: Integrated Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner with offices in Saratoga Springs, NY and Bennington, VT, serving clients locally and across the country virtually.
Maura Griffin
CFP®, MBA, CDFA®
Blue Spark Capital Advisors
New York, NY
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, We have a $1 million minimum account size.
Fee-Only Financial Planner serving women in New York City and the Berkshires
Sara Stanich
CFP®, CDFA®, MBA
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Retirement Planning, Tax Planning
Fee-Only financial planner located in Montauk, NY, serving clients locally and across the country
Ryan Sterling
CFA®
Future You Wealth
NEW YORK, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in NEW YORK, NY, serving clients locally and across the country
Jennifer Kang
CFP®, CRPS®
JWK Financial
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax and Estate Planning
Flat Fee-Only financial planner located in New York serving clients locally and across the country
Kevin McCarter
S.E.E.D. Planning Group
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Knoxville, TN serving clients locally and across the country
Jeremy Rhen
CFP®
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pennington, NJ, serving clients locally and across the country
Tracy Sherwood
CFP®
Sherwood Financial Management
Williamsville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Williamsville, NY, serving clients locally and across the country
Pamela Capalad
CFP®, AFC®
Brunch & Budget™
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.
Ryan Carney
CFP®
Winthrop Partners
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
CFP® helping people across WNY invest and plan for the future on a fee-only and fiduciary basis
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
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Katonah, NY
Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations
Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country
James Lee
CFP®, CRPC®, AIF®
Lee Investment Management LLC
Saratoga Springs, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Capital District of NY and clients nationwide.
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Corning, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner working with clients throughout the country
Gabriel Kaplan
CFP® CPA
Wealth Habits
New York, NY
Specialties: Investment Management, Tax Planning, Employee stock and equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.)
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Scott Weiss
CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®
Weiss Financial Group
Mahopac, NY
Specialties: Retirement Planning, Portfolio Management, Retirement Income Planning, Sudden Money Situations, 401(k)s and IRAs
I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT) specializing in helping pre-retirees and retirees with their retirement plan & investments.
Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Greater NY area
Avani Ramnani
CFP®, CDFA®, CPWA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Jake Morris
CFP®
Fun Financial
Rhinebeck, NY
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Retirement Income Planning, Tax Planning
Fee-Only financial planner located in Rhinebeck, NY, serving clients locally and across the country
Anthony Ogorek
CFP®
Ogorek Wealth Management, LLC
Williamsville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Williamsville, NY, serving clients throughout Buffalo, NY and across the country
Ryan Berkeley
AIF®, APMA®
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Jan Pevzner
CFP®, EA
Gotham Block, LLC
New York, NY
Specialties: Equity Compensation Planning, Stock Options, RSUs, Restricted Stock, Tax Planning, Investment Management, Concentrated Positions
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Christopher Coleman
MBA
Fiduciary First Advising
Rochester, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only, fiduciary retirement planner located in Linden Oaks in Rochester, NY, available for face-to-face meetings along with video calls and phone calls.
R. Michael Terry
MBA, CFP®
Merit Financial Partners, LLC
Maspeth, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Maspeth, NY, serving clients locally and across the country
Liz Sylvan
CFP®, CDFA®
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Analysis
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
Refine Your Search
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)
