Fee-Only Financial Planners in New York

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.

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

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.

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.

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

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.

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

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

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

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.

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.

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.

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

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!

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

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

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

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

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

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

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.

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

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

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

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

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.

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.

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.

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

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

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

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.

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

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

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.

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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.

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.

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

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.

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

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.

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

Inclinevest

Brooklyn, NY

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

Fiduciary & Fee-Only retirement planning & investment management.

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.

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.

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

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

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.

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

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

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

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

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

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

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.

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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.

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

Yields4u.com

Melville, NY

Portland Financial Advisors, Inc.

Port Washington, NY

Layline Advisors, LLC

Rochester, NY

Bridgewater Advisors Inc.

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Rockbridge Investment Management, LLC

Syracuse, NY

Joel Isaacson & Co., LLC

New York, NY

RegentAtlantic

New York, NY

RegentAtlantic

New York, NY

Marion Financial Advisors

Yorktown Heights, NY

Financial Spyglass®

Rye, NY

Total Alignment Wealth Advisors, LLC

New York, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Roosevelt Wealth Management

New York, NY

Garrett Investment Advisors, LLC

Brooklyn, NY

Guide Wealth Management

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Altfest Personal Wealth Management

New York, NY

Altfest Personal Wealth Management

New York, NY

RegentAtlantic

New York, NY

Haystack Financial Planning

New York, NY

GreenLife Advisors, LLC

Harrison, NY

Greystone Wealth Advisors LLC

Rye Brook, NY

Buckingham Strategic Wealth

Garden City, NY

Baker Avenue Asset Management

New York, NY

Sterling Financial Planning

New York, NY

Fifth Set Private Wealth Management LLC

Larchmont, NY

Frisch Financial Group, Inc.

Melville, NY

School of Personal Finance

Yorktown Heigths, NY

2050 Wealth Partners

Brooklyn, NY

Silvo Planning LLC

Baldwinsville, NY

Iconoclastic Capital Management LLC

Rochester, NY

Apropos Financial Planning

Rush, NY

Altfest Personal Wealth Management

New York, NY

Stewardship Financial Services, Inc.

Dobbs Ferry, NY

Knickerbocker Advisors Inc.

Pine Plains, NY

Almeida Investment Management

Islandia, NY

Taconic Advisors, Inc.

Poughkeepsie, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Great Hill Advisory

Port Washington, NY

Howe & Rusling, Inc.

Rochester, NY

Magis Group, Inc.

Tarrytown, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Curtis Pope, CFP®

New York, NY

Creator Wealth Management

Ballston Spa, NY

Altfest Personal Wealth Management

New York, NY

Adirondack Retirement Strategies LLC

Moreau, NY

Yoshida Wealth Management, Inc.

White Plains, NY

Bridgewater Advisors Inc.

New York, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Integrated Financial Consulting

Airmont, NY

Rooted Planning Group

Corning, NY

Even Keel Advisors, LLC

Saratoga Springs, NY

Buckingham Strategic Wealth

Orchard Park, NY

Deane Financial Partners, Inc.

Roosevelt, NY

Angelucci Wealth Management, LLC

Snyder, NY

Third Eye Advisors

Brooklyn, NY

Welikey Financial Planning, LLC

Smithtown, NY

MYRA

New York, NY

My Financial Planner, LLC

Brooklyn, NY

Polero ICE Advisers LLC

New York, NY

Weiss Financial Group

Mahopac, NY

Sherwood Financial Management

Clarence, NY

G-Squared Advisory LLC

Mamaroneck, NY

ADV Investment Management

New Rochelle, NY

Black Sea Gold Advisors

Kingston, NY

Whelan Financial Planning

Peekskill, NY

Capable Wealth

Albany, NY

Altfest Personal Wealth Management

New York, NY

Rockbridge Investment Management, LLC

Syracuse, NY

Rooted Planning Group

Avoca, NY

Altfest Personal Wealth Management

New York, NY

Joel Isaacson & Co., LLC

New York, NY

financial filosophy

New York, NY

Altfest Personal Wealth Management

New York, NY

Atlas PWM

New York, NY

Red Lighthouse Investment Mgmt

New York, NY

RJM Investments

Delmar, NY

RegentAtlantic

New York, NY

Boerum Hill Financial Advisors, LLC

Brooklyn, NY

Map to Your Wealth LLC

Glen Oaks, NY

Taconic Advisors, Inc.

Poughkeepsie, NY

Altfest Personal Wealth Management

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Rooted Planning Group

Corning, NY

Greystone Wealth Advisors LLC

Rye Brook, NY

Taconic Advisors, Inc.

Poughkeepsie, NY

Saratoga Investment Solutions Inc.

Saratoga Springs, NY

Altfest Personal Wealth Management

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Frisch Financial Group, Inc.

Melville, NY

Clarity Investments + Planning LLC

Mount Kisco, NY

G-Squared Advisory LLC

Mamaroneck, NY

Joel Isaacson & Co., LLC

New York, NY

Huguenot Financial Planning

New Paltz, NY

Blue Flag Planning LLC

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Sloan Advisory Group, Inc.

Glens Falls, NY

Rialto Wealth Management

Syracuse, NY

Joel Isaacson & Co., LLC

New York, NY

Counsel Fiduciary, LLC

New York, NY

Joel Isaacson & Co., LLC

New York, NY

Financial Asset Management Corp

Chappaqua, NY

Safe Harbor Financial Planning

Bronxville, NY

Bridgewater Advisors Inc.

New York, NY

Arcadia Wealth Management

Smithtown, NY

United Financial Planning Group, LLC

New York, NY

Eagle Tax Planning & Advisory Grp. LLC

North Baldwin, NY

Thinking Big Financial

New York, NY

Safran Wealth Advisors

New York, NY

Brewster Financial Planning LLC

Brooklyn, NY