Find a Financial Planner in Chappaqua, NY

 

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We Only Work With The Best Chappaqua 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 Chappaqua, NY


  • Financial Advisor Close to Chappaqua, 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 Chappaqua Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Chappaqua area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Chappaqua is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
11.4% of Chappaqua's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Chappaqua area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Chappaqua area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Chappaqua area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Chappaqua area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Chappaqua area. Typically, it 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 Chappaqua area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1,434
  • % of Population 62 Years and Over: 11.4%
  • Average Home Value: $759,000
  • Average Monthly Housing Cost: $3,042
  • Average Household Income: $262,536
  • 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 Chappaqua, NY


SAMALIN INVESTMENT COUNSEL, LLC

Website

(914) 666-6600

297 King Street

Chappaqua, NY 10514

SEC#: 801-67465
Years in Business: 14 years

GOLDEN BAY ADVISORS LLC

Website

(914) 215-0194

14 Aldridge Road

Chappaqua, NY 10514

SEC#: 801-78077
Years in Business: 8 years

FINANCIAL ASSET MANAGEMENT CORP

Website

(914) 238-8900

26 South Greeley Ave

Chappaqua, NY 10514

SEC#: 801-27858
Years in Business: 34 years

SPINDLETOP CAPITAL, LLC

Website

(914) 238-1457

59 S. Greeley Avenue
Suite 7
Chappaqua, NY 10514

SEC#: 801-77312
Years in Business: 8 years