Find a Financial Advisor in Millbrook, NY


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

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We Only Work With The Best Millbrook 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


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

  • Financial Advisor Close to Millbrook, 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

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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Millbrook, NY

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

  • Population: 1,443
  • % of Population 62 Years and Over: 33.2%
  • Average Home Value: $314,500
  • Average Monthly Housing Cost: $1,399
  • Average Household Income: $98,355
  • 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 Millbrook, NY




(845) 605-8122

52 Front St.

Millbrook, NY 12545

SEC#: 801-77819
Years in Business: 8 years



(845) 677-3916

8 Skyward Lane

Millbrook, NY 12545

SEC#: 801-73016
Years in Business: 10 years



(845) 304-8919

373 Shunpike

Millbrook, NY 12545

SEC#: 801-77819
Years in Business: 8 years


Millbrook, NY Financial Advisor FAQs

The more educated you are about finance the better decisions you will make for yourself. Most importantly an advisor should be someone you trust and feel comfortable with, they should always act in your best interests while also explaining their reasoning behind each decision made. An advisor should offer guidance while leaving choices open for the individual (to build discipline).
A financial advisor should be your first line of defense when it comes to managing money. Taking care of you and your finances is their job, and they can watch out for things that you wouldn't notice yourself. Your advisor will do a range of core jobs for you, such as retirement planning, investment management, estate planning and so on.
Here are some points to keep in mind when selecting a financial advisor. 1) Meet with the advisor personally and ask them questions about their credentials, work experience, company information on investments they would recommend, etc. 2) Make sure that both you and your financial advisor share the same philosophy of investing.
The cost to work with a financial advisor varies depending on who they are and what services they provide. Typical upfront fees can range anywhere from $250 to $5,000 or more for various types of clients (i.e., retail vs. high-net-worth individuals). However, these fees will not apply if the client pays for professional advice by trading commissions charged against the account balance the advisor is managing.