Fee-Only Financial Advisors in New York

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.

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.

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.

S.E.E.D. Planning Group

Syracuse, 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.

Alpha Wealth Advisor LLC

Long Beach, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Tax Planning, Estate Planning, Insurance Review

Investment management and financial planning for a sustainable, worry-free retirement. Located on Long Island, NY, serving clients locally and across the country.

Weiss Financial Group

Mahopac, NY

Specialties: Personalized Financial Planning, Budget Planning, Retirement Planning, Investment Management/Planning, Retirement Income Planning, College Education Planning, Insurance Planning, Estate Planning

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

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

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.

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.

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.

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, 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

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.

Wealthspire Advisors

New York, NY

Specialties: Integrated Cash Flow and Financial Planning, Accumulation Planning, Risk Management, Tax, Gift, and Estate Planning, Income and Distribution Planning, Charitable Giving, Investment Management, Customized Portfolio Construction, Impact Investing

Fee-only fiduciary advisor serving clients from our Midtown Manhattan office location.

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

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

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

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

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

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.

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!

S.E.E.D. Planning Group

Syracuse, 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.

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

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

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.

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. We serve clients on Long Island, NY 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

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.

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

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.

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

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.

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.

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.

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.

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

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

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.

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. Located in NYC and serving clients across the country.

S.E.E.D. Planning Group

Syracuse, 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. Located in NYC and serving clients across the country.

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

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

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

FAR Financial is an independent, advice-only financial planning firm, dedicated to helping creative professionals simplify their finances, reduce stress, achieve goals and build financial confidence.

Magnifina

New York, NY

Specialties: Investment Management, Retirement Planning, Real Estate Investing, Financial Planning, Ethical Investing, Private Equity

Fee-Only investment advisor specializing in individual portfolio management. While based in New York City, currently 47% of clients are out-of-state.

Firebrand Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning

We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.

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. Located in NYC and serving clients across the country.

Marathon Wealth Management, Inc.

Melville, NY

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

Connecting Your Money With Your Values to Help You Confidently Live a Fulfilling Life. Offices in Melville & Albany, New York.

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

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.

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.

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

Cultivating Wealth

Brooklyn, NY

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

United Financial Planning Group, LLC

Hauppauge, 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

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!

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.

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.

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.

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.

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. Located in NYC and serving clients across the country.

Lake Road Advisors, LLC

Corning, NY

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

Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Vancouver, WA.

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. Located in NYC and serving clients across the country.

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

Fee-Only financial planner with offices in New York, NY, Englewood Cliff, NJ and Santa Fe, NM serving clients locally and across the country

Sincerus Advisory

New York, NY

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

Fee-Only financial planner and Wealth Manager located in New York City, 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

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.

S.E.E.D. Planning Group

Syracuse, 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.

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!

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

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

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

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.

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.

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.

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

Moonbridge Financial Design

Rhinebeck, NY

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

Independent financial planner working with women to close the gender wealth gap, one client at a time.

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. Located in NYC and serving 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

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

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.

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.

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.

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 one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.

Cultivating Wealth

Brooklyn, NY

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

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

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.

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.

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.

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.

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

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. Located in NYC and serving clients across the country.

Huguenot Financial Planning

New Paltz, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Consulting, Non-profit investment/endowment consulting, Tax Planning, Socially Responsible Investing (SRI), Legacy and Charitable Giving, Long-Term Care and Disability Insurance, Risk Management

Fee-Only financial planner located in New York's Hudson Valley, 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

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

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

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

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.

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

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. Located in NYC and serving clients 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. Located in NYC and serving clients across the country.

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.

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.

Astra Wealth Partners

New York, NY

Fee-Only financial planner located in Jersey City and NYC, 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

Woodson Wealth Management

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Tax Planning, On-demand Modular Financial Planning, Portfolio Review, Backdoor Roth Guidance

Fee-Only financial planner serving clients 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.

Iconoclastic

Rochester, 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.

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.

Map to Your Wealth LLC

Glen Oaks, NY

Brewster Financial Planning LLC

Brooklyn, NY

RegentAtlantic

New York, NY

Rockbridge Investment Management, LLC

Syracuse, NY

Almeida Investment Management

Islandia, NY

Ogorek Wealth Management, LLC

Williamsville, NY

Baker Avenue Asset Management

New York, NY

Safran Wealth Advisors

New York, NY

Saratoga Investment Solutions Inc.

Saratoga Springs, NY

Howe & Rusling, Inc.

Rochester, NY

Rockbridge Investment Management, LLC

Syracuse, NY

School of Personal Finance

Yorktown Heigths, NY

Hudson Oak Wealth Advisory

New York, NY

GreenLife Advisors, LLC

Harrison, NY

Guide Wealth Management

New York, NY

Twelve Two Capital

Brooklyn, NY

Rockbridge Investment Management, LLC

Syracuse, NY

Eagle Tax Planning & Advisory Grp. LLC

North Baldwin, NY

Deane Financial Partners, Inc.

Roosevelt, NY

Rialto Wealth Management

Syracuse, NY

First Step Wealth Planning, LLC

Gansevoort, NY

Polero ICE Advisers LLC

New York, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Haystack Financial Planning

New York, NY

Hive Retirement Planning

New York, NY

Rooted Planning Group

Corning, NY

Fifth Set Private Wealth Management LLC

Larchmont, NY

United Financial Planning Group, LLC

Huntington Station, NY

Yoshida Wealth Management, Inc.

White Plains, NY

RegentAtlantic

New York, NY

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Yields4u.com

Melville, NY

MYRA

New York, NY

Joel Isaacson & Co., LLC

New York, NY

RegentAtlantic

New York, NY

Rockbridge Investment Management

Syracuse, NY