Find a Financial Planner in Rye, NY

 

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We Only Work With The Best Rye 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 Rye, NY


  • Financial Advisor Close to Rye, 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 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 Rye 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 Rye is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.1% of Rye'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 Rye area can create a custom plan and walk with you each step of the way.
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 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 area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Rye 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 is a service offered by many financial advisors, planners, and other professionals in the Rye 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 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 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, 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, NY

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

  • Population: 15,820
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $1593,900
  • Average Monthly Housing Cost: $3,030
  • Average Household Income: $310,470
  • 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, NY


GABELLI FUNDS, LLC

Website

(914) 921-5000

One Corporate Center

Rye, NY 10580

SEC#: 801-37706
Years in Business: 30 years

GAMCO ASSET MANAGEMENT INC.

Website

(914) 921-5000

One Corporate Center

Rye, NY 10580

SEC#: 801-14132
Years in Business: 42 years

TETON ADVISORS, INC.

Website

(914) 457-1070

401 Theodore Fremd Avenue

Rye, NY 10580

SEC#: 801-47568
Years in Business: 26 years

LOTUS INVESTMENT ADVISORS

Website

(917) 208-8661

80 Theodore Fremd Ave

Rye, NY 10580

SEC#: 801-80225
Years in Business: 6 years

TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC

Website

(646) 201-4865

411 Theodore Fremd Ave
Ste 206 South
Rye, NY 10580

SEC#: 801-114931
Years in Business: 2 years

SFW CAPITAL PARTNERS

Website

(914) 510-8910

22 Elm Place
Suite 300
Rye, NY 10580

SEC#: 801-75316
Years in Business: 9 years

DUNES POINT CAPITAL, L.P.

Website

(914) 269-2020

411 Theodore Fremd Ave.
Suite 125
Rye, NY 10580

SEC#: 801-107563
Years in Business: 5 years

NEW AGE ALPHA ADVISORS, LLC

Website

(212) 922-2699

555 Theodore Fremd Avenue
Suite A-101
Rye, NY 10580

SEC#: 801-116789
Years in Business: 2 years

GREENBRIAR EQUITY GROUP

Website

(914) 925-9600

555 Theodore Fremd Avenue
Suite A-201
Rye, NY 10580

SEC#: 801-73925
Years in Business: 9 years