Fee-Only Financial Planners in Poughkeepsie, NY

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Poughkeepsie, NY:

Scott Weiss

CFP®, RICP®, AAMS®, CMFC®

Weiss Financial Group

Mahopac, NY

Specialties: Retirement Planning, Portfolio Management, Retirement Income Planning, Sudden Money Situations, 401(k)s and IRAs

Scott is a Fee-Only Financial Planner serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT).

Meredith Briggs

Taconic Advisors, Inc.

Poughkeepsie, NY

Charles Simon

Taconic Advisors, Inc.

Poughkeepsie, NY

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.

    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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