Fee-Only Financial Planners in New York

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 New York:

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.

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.

Simon Brady

CFP®

Anglia Advisors

Valley Stream, NY

Specialties: Personal finance consulting, Investment management strategy, Foreign nationals in the US, Post-divorce planning, Retirement planning, Estate planning, Evidence-based philosophy

Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their 20s, 30s and early 40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.

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

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

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

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.

Ryan Carney

Winthrop Partners

Buffalo, NY

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

Fee-Only financial planner located in Buffalo, 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

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

Erik Nero

First Step Wealth Planning, LLC

Gansevoort, NY

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

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

Paul Sydlansky

CFP®, MBA

Lake Road Advisors, LLC

Ithaca, NY

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

Fee-Only Financial Planner working with clients throughout 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.

Dan Kain

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

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.

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

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

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

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.

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 Binghamton, 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

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.

I can work with clients anywhere!

Cristina Guglielmetti

CFP®, EA

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

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.

Anthony Farella

CFP®

Rockbridge Investment Management

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

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.

I can work with clients anywhere!

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

Patrick Rohe

CFP®

Rockbridge Investment Management, LLC

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

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

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

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

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

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

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Schupak Financial Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning

The combination of my tax expertise (EA) and Financial Planning (CPF Professional) help provide an excellent combination to help clients achieve their goals. Many of my clients have complex employer equity situations.

Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

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

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

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

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.

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

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.

I can work with clients anywhere!

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.

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

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

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

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

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

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

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

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

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.

Kevin McCarter

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

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

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

Dan D'Andreano

CFP®, ChFC®, AIF®

S.E.E.D. Planning Group

North Syracuse, NY

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

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

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

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

Travis Maus

AIFA®, CEPA

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

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

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

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.

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.

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

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

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

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

Andrew Kleinberg

CFA®, CFP®

Grand Central Financial Planning

Long Island City, NY

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

Fee-Only financial planner located in New York City, 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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

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

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.

Morgen B. Rochard

CFA®, CFP®

Origin Wealth Advisers LLC

New York, NY

Specialties: Irregular Income Management, Tax Planning, Early Retirement Planning, Family Systems and Governance, Business Planning, Investment Management

Fee-Only financial planner located in Austin, TX and New York, NY, 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.

Jeff Chase

S.E.E.D. Planning Group

North Syracuse, NY

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

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

I can work with clients anywhere!

Kevin Peacock

CFP®, CAIA®

Astra Strategic Wealth

New York, NY

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

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

Fee-Only financial planner located in New York serving clients locally and across the country

I can work with clients anywhere!

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.

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!

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

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

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

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.

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

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

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.

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

Brian Zdrowak

Buckingham Strategic Wealth

Orchard Park, NY

Narumi Yoshida

CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc.

White Plains, NY

Josefine Teneback Cays

CFA, CFP®

Bridgewater Advisors Inc.

New York, NY

Scott Kahan

Financial Asset Management Corp

Chappaqua, NY

Tracy Sherwood

CFP®

Sherwood Financial Management

Clarence, NY

Amy Irvine

CFP®, MPAS®, EA, CCFC

Rooted Planning Group

Corning, NY

Richard McCormack

CFP®, RICP®

School of Personal Finance

Yorktown Heigths, NY

Allison Vanaski

Arcadia Wealth Management

Smithtown, NY

Hannah Ursillo

Joel Isaacson & Co., LLC

New York, NY

Ross Wolfe

Altfest Personal Wealth Management

New York, NY

Paul Corr

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Apple Crider

Creator Wealth Management

Ballston Spa, NY

Andrew Almeida

CFA, CFP®

Almeida Investment Management

Islandia, NY

C. E. Scott Brewster

CFP®, MBA, EA

Brewster Financial Planning LLC

Brooklyn, NY

Julie Sciandra

CFP®, MBA

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Victoria Fillet Konrad

Roosevelt Wealth Management

New York, NY

Lazetta Braxton

2050 Wealth Partners

Brooklyn, NY

Jim Marrocco

CFP®, CFA®

Thinking Big Financial

New York, NY

Ian Post

CFA®,CFP®

Fifth Set Private Wealth Management LLC

Larchmont, NY

Jim Troyan

CFP®

Capital Financial Advisors of New York, LLC

Clifton Park, NY

John Henry Low

Knickerbocker Advisors Inc.

Pine Plains, NY

Timothy Clark

Greystone Wealth Advisors LLC

Rye Brook, NY

George Stapleton

RegentAtlantic

New York, NY

Brian Cummins

Joel Isaacson & Co., LLC

New York, NY

Jai Ramsawak

Magis Group, Inc.

Tarrytown, NY

Steven Novack

Altfest Personal Wealth Management

New York, NY

Jared Paul

Capable Wealth

Albany, NY

William Cooper

CFP®

Howe & Rusling, Inc.

Rochester, NY

Arthur Robertson

Third Eye Advisors

Brooklyn, NY

William Prendergast

Altfest Personal Wealth Management

New York, NY

Robert Paul

Joel Isaacson & Co., LLC

New York, NY

Curtis Pope

Curtis Pope, CFP®

New York, NY

Mark Wyand

Layline Advisors, LLC

Rochester, NY

Rebekah Eason

Rooted Planning Group

Corning, NY

David Carroll

CFP®

Rockbridge Investment Management, LLC

Syracuse, NY

Zach DeBottis

Rockbridge Investment Management, LLC

Syracuse, NY

Walton Williams

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Michael O'Brien

Joel Isaacson & Co., LLC

New York, NY

David Sterman

CFP®

Huguenot Financial Planning

New Paltz, NY

James Ciprich

CFP®, MBA

RegentAtlantic

New York, NY

Benjamin Lake

Altfest Personal Wealth Management

New York, NY

Cynthia Zalewsky

CFP® CIS

Saratoga Investment Solutions Inc.

Saratoga Springs, NY

Jane Holt Weber

CFP®

Bridgewater Advisors Inc.

New York, NY

Tom Fredrickson

Garrett Investment Advisors, LLC

Brooklyn, NY

John Belluardo

Stewardship Financial Services, Inc.

Dobbs Ferry, NY

David Peltz

Joel Isaacson & Co., LLC

New York, NY

Dan Duca

Altfest Personal Wealth Management

New York, NY

Samuel Deane

Deane Financial Partners, Inc.

Roosevelt, NY

Frederick Deyeso

financial filosophy

New York, NY

Thomas Ausfahl

Greystone Wealth Advisors LLC

Rye Brook, NY

J. Marc Vorchheimer

Integrated Financial Consulting

Airmont, NY

Matthew Ricks

MBA, CFP®

Haystack Financial Planning

New York, NY

Raj Prashad

CFP®, CLU®, ChFC®, EA

Eagle Tax Planning & Advisory Grp. LLC

North Baldwin, NY

Zachary McGill

Joel Isaacson & Co., LLC

New York, NY

Maureen Whelan

Whelan Financial Planning

Peekskill, NY

Ian Harvey

Bridgewater Advisors Inc.

New York, NY

Jonathan Elks

Boerum Hill Financial Advisors, LLC

Brooklyn, NY

Laurie Girsky

G-Squared Advisory LLC

Mamaroneck, NY

Sivaparvati Thagirisa

MBA

Map to Your Wealth LLC

Glen Oaks, NY

Tracey Johnson

Blue Flag Planning LLC

New York, NY

Matthew Hague

Guide Wealth Management

New York, NY

Timothy Hamilton

Atlas PWM

New York, NY

David Kressner

Altfest Personal Wealth Management

New York, NY

Cindy Golub

G-Squared Advisory LLC

Mamaroneck, NY

Nick Jensen

Silvo Planning LLC

Baldwinsville, NY

Svetlin Krastev

Black Sea Gold Advisors

Kingston, NY

Rachel Sloan

Sloan Advisory Group, Inc.

Glens Falls, NY

Scott Welikey

Welikey Financial Planning, LLC

Smithtown, NY

Shawn Gallagher

CFP®, CRPC®

Frisch Financial Group, Inc.

Melville, NY

Cindy Sterling

Sterling Financial Planning

New York, NY

Steven Copeland

Safe Harbor Financial Planning

Bronxville, NY

Anthony DeVito

ADV Investment Management

New Rochelle, NY

Charles "Chip" Simon

Taconic Advisors, Inc.

Poughkeepsie, NY

Corey Peterson

Great Hill Advisory

Port Washington, NY

Michael Angelucci

Angelucci Wealth Management, LLC

Snyder, NY

Ekta Patel

Altfest Personal Wealth Management

New York, NY

Jason Sacks

CFP®, CFS

Frisch Financial Group, Inc.

Melville, NY

Christopher Haigh

Iconoclastic Capital Management LLC

Rochester, NY

Katrina Welker

Rooted Planning Group

Avoca, NY

Connie Walsh-Toler

Adirondack Retirement Strategies LLC

Moreau, NY

Robert Hayden

Total Alignment Wealth Advisors, LLC

New York, NY

C. Jerome Mopsik

Even Keel Advisors, LLC

Saratoga Springs, NY

Robert McKenna

RJM Investments

Delmar, NY

Bryan Smalley

CFP®

RegentAtlantic

New York, NY

Patrick Kuster

Buckingham Strategic Wealth

Garden City, NY

Stanley Altmark

Joel Isaacson & Co., LLC

New York, NY

Joanne Marion

Marion Financial Advisors

Yorktown Heights, NY

Mallon FitzPatrick

CFP®

Safran Wealth Advisors

New York, NY

Louise Bryant

Financial Spyglass®

Rye, NY

Gerard Barrasso

United Financial Planning Group, LLC

New York, NY

Meredith Briggs

Taconic Advisors, Inc.

Poughkeepsie, NY

Ethan Gilbert

CFP®, CFA®

Rialto Wealth Management

Syracuse, NY

Tamara Witham

CFP®, CFA®

GreenLife Advisors, LLC

Harrison, NY

Gary Link

Red Lighthouse Investment Mgmt

New York, NY

Ross Natoli

Joel Isaacson & Co., LLC

New York, NY

Michelle Gaye

Taconic Advisors, Inc.

Poughkeepsie, NY

Ilan Folman-Cohen

Joel Isaacson & Co., LLC

New York, NY

Ryan Graham

Altfest Personal Wealth Management

New York, NY

Marisa Rothstein

Baker Avenue Asset Management

New York, NY

Stephanie Genkin

My Financial Planner, LLC

Brooklyn, NY

Joel Isaacson

CFP®

Joel Isaacson & Co., LLC

New York, NY

Susan Middleton

Counsel Fiduciary, LLC

New York, NY

Gabriel Markiz

Portland Financial Advisors, Inc.

Port Washington, NY

James Bassett

Altfest Personal Wealth Management

New York, NY

Keith Weiss

CFP®

Weiss Financial Group

Mahopac, NY

Annette Clearwaters

Clarity Investments + Planning LLC

Mount Kisco, NY

Eileen Stevens

RegentAtlantic

New York, NY

Kay Conheady

Apropos Financial Planning

Rush, NY

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