Find a Financial Planner in Rye Brook, NY

 

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We Only Work With The Best Rye Brook Financial Advisors


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

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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 Rye Brook, NY


  • Financial Advisor Close to Rye Brook, 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 Rye Brook Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Rye Brook 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 planners in Rye Brook offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
24.2% of Rye Brook'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 Rye Brook area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Rye Brook area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Rye Brook area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Rye Brook 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 involves working with an attorney or financial advisor in the Rye Brook 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Rye Brook area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 9,487
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $761,000
  • Average Monthly Housing Cost: $2,611
  • Average Household Income: $230,949
  • 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 Rye Brook, NY


BELLE HAVEN INVESTMENTS, L.P.

Website

(914) 816-4633

800 Westchester Avenue
Suite N607
Rye Brook, NY 10573

SEC#: 801-62290
Years in Business: 15 years

MUNICIPAL ASSET MANAGEMENT INC

Website

(212) 935-8313

3 International Drive
Suite 100
Rye Brook, NY 10573

SEC#: 801-46631
Years in Business: 27 years

BEACON FINANCIAL ADVISORS

Website

(914) 872-4040

800 Westchester Avenue
Suite 641 North
Rye Brook, NY 10573

SEC#: 801-77929
Years in Business: 8 years

GREYSTONE WEALTH ADVISORS LLC

Website

(914) 232-3773

800 Westchester Avenue
Suite N-641
Rye Brook, NY 10573

SEC#: 801-61920
Years in Business: 18 years

MEYER HANDELMAN COMPANY LLC

Website

(914) 939-4060

800 Westchester Avenue
Suite S-618
Rye Brook, NY 10573

SEC#: 801-661
Years in Business: 69 years

CADENT ENERGY PARTNERS

Website

(203) 638-5005

800 Westchester Avenue
Suite S-436
Rye Brook, NY 10573

SEC#: 801-73910
Years in Business: 9 years

RPM CAPITAL MANAGEMENT, LLC

Website

(203) 992-1100

800 Westchester Avenue
Suite 641 North
Rye Brook, NY 10573

SEC#: 801-107269
Years in Business: 5 years

SAMUEL CAPITAL MANAGEMENT LLC

Website

(914) 367-1822

800 Westchester Ave
#N 317
Rye Brook, NY 10573

SEC#: 801-107726
Years in Business: 5 years

TICKER TOCKER, LLC

Website

(203) 617-4026

800 Westchester Avenue
Suite N-311
Rye Brook, NY 10573

SEC#: 801-113549
Years in Business: 3 years

VASSALOU CAPITAL MANAGEMENT, LP

Website

(646) 989-7786

800 Westchester Avenue
Suite N-345
Rye Brook, NY 10573

SEC#: 801-116923
Years in Business: 2 years