Fee-Only Financial Advisors in New York

Tomkiewicz Wealth Management

Wynantskill, NY

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

Whether you're building wealth or planning retirement, every financial decision deserves expert guidance.

FAR Financial Inc.

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Cash Flow and Debt Management, Health and Wellness Planning, Legacy Planning, Business Organization, Cryptocurrency & Digital Assets

FAR Financial, led by Igor Aronov, CFP®, is a fiduciary advice-only financial planning firm, dedicated to helping busy professionals and their families untangle complexity, build structure, and make intentional financial decisions.

Moonbridge Financial Design

Rhinebeck, NY

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

I work with women who take the lead on financial decision making in their households.

Frazier Financial Consultants

Katonah, NY

Specialties: Comprehensive Financial Planning, Asset Management, Investment Recommendations, Retirement Projections and Planning, College Education Planning, Budgeting, Saving for Goals, "Getting On Track Financially"

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

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning

Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.

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

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

N Financial Plans™

Huntington, NY

Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning, Tax Preparation, International Planning

Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!

Schroeder Capital Management, LLC

Brooklyn, NY

Specialties: Portfolio Management, Wealth Preservation, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Equity Compensation Planning

Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country. I help people with concentrated wealth - RSUs, equity compensation, or capital from a liquidity event - actually compound it.

Forever Financial Advisors, LLC

Dundee, NY

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

Fee-Only Financial Advisor specializing in intergenerational wealth

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

First Step Wealth Planning, LLC

Gansevoort, NY

Specialties: Retirement Income Planning, Tax Planning, Investment Management, Social Security & Medicare Optimization, Roth Conversion Strategies, Estate and Legacy Planning

Fee-Only financial planner located near Saratoga Springs, NY, serving clients locally and across the country

Zenith Wealth Partners

New York, NY

Specialties: Comprehensive Wealth Planning, Investment Management, Project Based Assessments, Business Advisory Services, Socially Responsible Investing

Trailblazing a new approach to financial planning and investment advice for women and people of color

Frisch Financial Group, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

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

Educated Financial Planning

Astoria, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Cash Flow Planning/Budgeting, Employer Benefits Planning, Student Loan Planning, Pension Planning, Career Change

Advice-only financial planner serving educators and public service employees around the country. I help educators achieve their financial goals in and beyond the classroom!

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Savant Wealth Management

New York, NY

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

WINDFALL ADVISORS

New York, NY

Specialties: Financial Consulting, Wealth Management, Comprehensive Financial Planning, Investment Management, Estate & Legacy Planning, Protecting & Growing Financial Windfalls

AWARD WINNING, Nationally Recognized, Fee-Only Fiduciary, financial advisor and SUDDEN wealth management expert. Specializing with (INHERITANCE, LOTTO WINNERS, BUSINESS OWNER EXITS) Financial, Estate, Legacy Planning and Investment Management

Sedai Wealth

New York, NY

Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between

I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.

Baron Financial Group

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.

Iconoclastic

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cryptocurrency, College Education Planning, Tax Planning, Stock Option and Equity Compensation

No buzz words. No bias. No bull$#!+. Financial planning as it should be.

Baron Financial Group, LLC

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

Investry, LLC

Scarsdale, NY

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

Investry is your sanctuary for sustainable wealth. Fee-Only financial planner located in Scarsdale, NY, serving clients locally and across the country.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Astra Wealth Partners

New York, NY

Specialties: RSUs, Incentive Stock Options, Non-qualified Stock Options, 83(b) election, Direct Indexing, Alternative Investments, Alternative Minimum Tax (AMT), Concentrated Stock

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

Level Financial Advisors

East Amherst, NY

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.

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.

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

JWK Financial

New York, NY

Specialties: Financial Independence Planning, Retirement Income Planning, Investment Advice, Tax Guidance, Cash / Debt Management, Risk Management, Estate Planning

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

IFC Personal Money Managers, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Investment Advice, Advanced Tax Strategizing, Retirement Income Planning, Wealth Preservation, Comprehensive Insurance Analysis

Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning, Stock Compensation

Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.

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.

Wharton Wealth Planning

New York, NY

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving

New York City Fee-Only Financial Advisor and Certified Financial Planner (CFP®) offering fiduciary retirement planning and investment advisory services.

Weiss Financial Group

Mahopac, NY

Specialties: Personalized Financial Planning, Investment Management/Planning, Retirement Planning, Retirement Income Planning, Budget Planning, Financial Windfall

A thoughtful partner for people who want their money to serve their life — not the other way around.

S.E.E.D. Planning Group

Binghamton, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Navwell Advisors

Garden City, NY

Specialties: Comprehensive Financial Planning, Investment Management, Cash Management, Retirement Planning, College Planning, Insurance Analysis, Tax Planning, Estate Planning

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

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Mindi Financial

Beacon, NY

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

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

Woodside Wealth Management LLC

New York, NY

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

Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Retirement Planning

Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.

Merit Financial Partners, LLC

Maspeth, NY

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

Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.

Sincerus Advisory

New York, NY

Specialties: Business Owner Planning, Business Exit Planning, Philanthropy Planning, Equity Compensation Plannning

You've been incredibly successful in your career. Now let's recreate that success in your finances. Serving clients in New York and across the country.

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

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

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

R.W. Rogé & Company

Bohemia, NY

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning

Helping clients Plan, Achieve, and Live® the life they want since 1986.

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

S.E.E.D. Planning Group

Binghamton, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

R.W. Rogé & Company

Bohemia, NY

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning

Helping clients Plan, Achieve, and Live® the life they want since 1986.

Willcox Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow Planning, Tax Planning, Estate Planning, Insurance Analysis

Fee-Only financial planner located in New York City, serving clients locally 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.

Baron Financial Group, LLC

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

Landmark Wealth Management

Melville, NY

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

We create, implement, and monitor a customized financial plan for you so your hard earned money lasts for lifetimes!

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

Financial Boss

Plainview, NY

Specialties: Cashflow and Budgeting, Comprehensive Financial Planning, Investment Management, Tax Planning and Preparation, Environmental, Social, and Governance (ESG) Investing, Retirement Income Planning, College Education Planning

Fee-only financial fiduciary serving mid-career Millennial professionals looking to optimize their cashflow, align their money with their values, and retire early.

Woodside 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 Framingham, MA, serving clients locally and across the country

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Sherwood Financial Management

Williamsville, NY

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

Fee-Only financial planner located in Williamsville, 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, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

Landmark Wealth Management

Melville, NY

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

We create, implement, and monitor a customized financial plan for you so your hard earned money lasts for lifetimes!

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.

Merit Financial Partners, LLC

Maspeth, NY

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

Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.

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

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

Imperative Wealth Planning LLC

Endwell, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning Coordination, Charitable Giving Strategies

Decisions around social security timing, pension elections, income sequencing, tax strategy are permanent, consequential, and yours to make. We help pre-retirees and retirees approach them with clarity and a complete plan.

United Financial Planning Group, LLC

Hauppauge , NY

Specialties: Financial Planning, Retirement Planning, Investment Management, Advanced Tax Planning, Tax Preparation & Filing , Inheritance Planning, Equity Compensation Planning, Family Office Services, Business Services, Stock Options Planning

Wealth management, financial planning, advanced tax strategies, and in-house tax prep—a one-stop solution for retirees, business owners, high-net-worth families, and high-earning professionals.

Landmark Wealth Management

Hauppauge, NY

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

We create, implement, and monitor a customized financial plan for you so your hard earned money lasts for lifetimes!

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

CoPlanning Financial

New York, NY

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.

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

Kaysi Gordon Financial Planning

Valley Stream, NY

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

Where Faith and Financial Planning Meet. I work with women of Faith who are currently employed (W-2). You may also have a side business or the goal of starting a small business.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Hegarty Advisors, LLC

Garden City, NY

Specialties: Comprehensive Financial Planning, Tax Minimization, Insurance Analysis, College Savings, Retirement Spending, Employment Benefits Management, Advice on Major Financial Decisions, Estate Planning

Independent Financial Advice For Today and Tomorrow. Accepting clients with +$1 Million in investable assets. We serve clients on Long Island, NY and across the country.

Earn Into Wealth Strategies

New York, NY

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning

Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.

S.E.E.D. Planning Group

Binghamton, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

Lucre Advisory

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Cashflow, Debt Management, Income Tax Planning, Education Planning, Employee Benefits Review, Risk Management, Legacy and Continuity Planning, Retirement Income Planning, Investment Management

Comprehensive financial planning and investment management for; professionals, executives, near-retirees, retirees, and those with new-found wealth.

About Time Financial Planning

Rochester, NY

Specialties: Tax Strategy & Planning, College Education Planning & Student Loan Repayment, Comprehensive Financial Planning, Impact Investing, Retirement Planning, Career Management, Financial Coaching, Budgeting For Life Events, Investment Management, Estate Planning, Charitable Giving, Insurance Review, Debt & Credit Strategy

Fee-Only Financial Planning for Women Physicians, Small Business Owners, & Progressive Families. Located in Rochester, 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, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

S.E.E.D. Planning Group

Binghamton, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

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.

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.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Anglia Advisors

Valley Stream, NY

Specialties: Personal finance consulting, Savings and investment advisory, Retirement planning, Estate planning & beneficiary designations, 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.

Future Perfect Planning

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Equity Compensation Planning

Fee-Only Financial Planner for Mid-Career Professionals located in Brooklyn, NY and serving clients nationwide

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

Fiduciary First Advising, LLC

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.

S.E.E.D. Planning Group

Binghamton, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

Philanthropy Financial Planning

New York, NY

Specialties: Comprehensive Financial Planning, Strategic Charitable Giving Planning, Family Legacy & Values Planning, Cross-Border & Global Planning, Tax Minimization Strategies, Retirement Income Planning, Cash Flow Analysis

Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country

Hegarty Advisors, LLC

Garden City, NY

Specialties: Comprehensive Financial Planning, Tax Minimization, Insurance Analysis, College Savings, Retirement Spending, Employment Benefits Management, Advice on Major Financial Decisions, Estate Planning

Independent Financial Advice For Today and Tomorrow. Accepting clients with +$1 Million in investable assets. We serve clients on Long Island, NY and across the country.

Landmark Wealth Management

Melville, NY

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

We create, implement, and monitor a customized financial plan for you so your hard earned money lasts for lifetimes!

Flower City Capital

Pittsford, NY

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

Flower City Capital is a fee-only wealth management and financial planning firm in Frederick, MD. We believe that high-quality advice with proactive service is the best way to create value for our clients.

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

Great Path Planning

Goshen, NY

Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management

Our expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.

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

Transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums. Located in Midtown Manhattan, NY serving clients locally and across the country.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Brooklyn Fi

Brooklyn, NY

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Modera Wealth Management

Albany, NY

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Lake Road Advisors, LLC

Corning, NY

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

Helping successful couples approaching retirement simplify their finances and plan their next chapter. Serving clients nationwide through virtual meetings. Offices in Corning & Ithaca, NY, and Vancouver, WA

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.

Free Time Financial

Orchard Park, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management Review, Estate and Legacy Planning

Retirement income planning, tax strategy, and investment management for a flat annual fee. Located in Orchard Park, NY. Serving clients locally and across the country.

R.W. Rogé & Company

Bohemia, NY

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning

Helping clients Plan, Achieve, and Live® the life they want since 1986.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Frisch Financial Group, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

MainStreet Financial Planning

New York, NY

Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning

We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.

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!

Frisch Financial Group, Inc.

Melville, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning

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

Magnifina

Bedford Hills, NY

Specialties: Investment Management, Retirement Planning, Financial Planning, Equity Based Compensation, Ethical Investing, Second Opinion / Fee Reduction

Fee-only fiduciary offering comprehensive financial planning and personalized investment management to: families, retirees, and professionals with equity compensation (RSUs and stock options). Offices in NYC & Westchester, serving clients nationwide.

Altfest Personal Wealth Management

New York, NY

Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow

Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Offices in New York City and Miami, FL.

Deane Financial Partners, Inc.

Roosevelt, NY

Rooted Planning Group

Corning, NY

Howe & Rusling, Inc.

Rochester, NY

Sylo Planning

Brooklyn, NY

Ogorek Wealth Management, LLC

Williamsville, NY

GreenLife Advisors, LLC

Harrison, NY

Joel Isaacson & Co., LLC

New York, NY

Huguenot Financial Planning

New Paltz, NY

School of Personal Finance

Yorktown Heigths, NY

TAHER FINANCIAL PLANNING, TAHER TAX

Brooklyn, NY

Map to Your Wealth LLC

Glen Oaks, NY

Brewster Financial Planning LLC

Brooklyn, NY

United Financial Planning Group, LLC

Huntington Station, NY

Hudson Oak Wealth Advisory

New York, NY

Bentham Wealth Advisors

Williamsville, NY

HFH Planning Inc

New York, NY

Rialto Wealth Management

Syracuse, NY

MYRA

New York, NY

Haystack Financial Planning

New York, NY

FMD Wealth Advisors

White Plains, NY

Safran Wealth Advisors

New York, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Guide Wealth Management

New York, NY

Twelve Two Capital

Brooklyn, NY

Saratoga Investment Solutions Inc.

Saratoga Springs, NY

Fifth Set Private Wealth Management LLC

Larchmont, NY

Yoshida Wealth Management, Inc.

White Plains, NY

Central Park Financial Planning

Rye Brook, NY

Eagle Tax Planning & Advisory Grp. LLC

Jamaica , NY

Baker Avenue Asset Management

New York, NY

Polero ICE Advisers LLC

New York, NY

Hive Retirement Planning

New York, NY