Find a Financial Planner in Albany, NY

 

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We did the hard work of finding trustworthy partners in Albany, NY.

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We Only Work With The Best Albany Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Albany, NY


  • Financial Advisor Close to Albany, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Albany Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Albany area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Albany can include managing client retirement accounts, investments, tax plans, and more.
15.7% of Albany's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Albany area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Albany area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Albany area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Albany area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Albany area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Albany area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Albany, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Albany, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Albany financial advisors.
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How Retirement-Friendly is Albany, NY?

  • Population: 97,478
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $183,900
  • Average Monthly Housing Cost: $1,028
  • Average Household Income: $66,612
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in Albany, NY


PARADIGM CAPITAL MANAGEMENT, INC.

Website

(518) 431-3500

Nine Elk Street

Albany, NY 12207

SEC#: 801-47403
Years in Business: 26 years

STERLING ASSET MANAGEMENT CO INC

Website

(518) 449-8200

125 Wolf Road
Suite 206
Albany, NY 12205

SEC#: 801-38321
Years in Business: 30 years

BST WEALTH MANAGEMENT, LLC

Website

(518) 459-6700

26 Computer Drive West

Albany, NY 12205

SEC#: 801-107966
Years in Business: 5 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 867-4000

6 Tower Place

Albany, NY 12203

SEC#: 801-108219
Years in Business: 5 years

INDEPENDENT FAMILY OFFICE, LLC

Website

(518) 452-8050

677 Broadway
7th Floor
Albany, NY 12207

SEC#: 801-74757
Years in Business: 9 years

PKS ADVISORY SERVICES, LLC

Website

(518) 426-5791

80 State Street

Albany, NY 12207

SEC#: 801-62147
Years in Business: 18 years

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Website

(800) 432-7447

3 Atrium Drive, Suite 265

Albany, NY 12205

SEC#: 801-68444
Years in Business: 13 years

GREENBUSH FINANCIAL GROUP, LLC

Website

(518) 477-6686

159 Wolf Road
Suite 101
Albany, NY 12205

SEC#: 801-73044
Years in Business: 9 years

ARISTA WEALTH ADVISORS, LTD

Website

(518) 452-3805

255 Washington Avenue Extension
Suite # 104
Albany, NY 12205

SEC#: 801-46380
Years in Business: 27 years

ALLSQUARE WEALTH MANAGEMENT, LLC

Website

(518) 456-8900

200 Great Oaks Blvd
Suite 219
Albany, NY 12203

SEC#: 801-71675
Years in Business: 11 years