Fee-Only Financial Advisors in White Plains, NY

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the White Plains, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every White Plains, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Joyce Streithorst

CFP®, MSFS, CDFA®

Frisch Financial Group, Inc.

White Plains, 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

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

White Plains, 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

Laura Rotter

CFP®, CFA®, MBA

True Abundance Advisors

Harrison, NY

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

Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country

I can work with clients anywhere!

Chris Pollard

CFP®, MBA, EA

Great Path Planning

Monroe, NY

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

Fee-Only financial planner located in Goshen, NY, and Suffern, NY.

Chris Jennings

CFP®

Heron Wealth - NYC & Westchester

Bronxville, 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.

Liz Frazier

CFP®, MBA

Frazier Financial Consultants

Katonah, NY

Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations

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

Tamara Witham

CFP®, CFA®

GreenLife Advisors, LLC

Harrison, NY

Ian Post

CFA®,CFP®

Fifth Set Private Wealth Management LLC

Larchmont, NY

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    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

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