Find a Financial Planner in Westchester County, NY

 

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

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We Only Work With The Best Westchester County 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 Westchester County, NY


  • Financial Advisor Close to Westchester County, 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 Westchester County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Westchester County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Westchester County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.4% of Westchester County'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 Westchester County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Westchester County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Westchester County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Westchester County area often offer tax planning services to their clients. 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 Westchester County 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 Westchester County 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 Westchester County, 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 Westchester County, NY

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

  • Population: 968,890
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $560,800
  • Average Monthly Housing Cost: $1,940
  • Average Household Income: $154,513
  • 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 Westchester County, NY


PENTEGRA INVESTORS, INC.

Website

(914) 694-1300

701 Westchester Avenue
Suite 320E
White Plains, NY 10604

SEC#: 801-36893
Years in Business: 30 years

FLEETWOOD ASSET MANAGEMENT LTD.

Website

(914) 468-1002

31 Mamaroneck Avenue
Suite 513
White Plains, NY 10601

SEC#: 801-67851
Years in Business: 13 years

ILA CAPITAL

Website

(914) 304-4256

75 South Broadway
Suite 456
White Plains, NY 10601

SEC#: 801-112922
Years in Business: 3 years

PRATO CAPITAL MANAGEMENT

Website

(914) 930-6871

70 Gedney Way

White Plains, NY 10605

SEC#: 801-111842
Years in Business: 3 years

FINANCIAL PLANNING ASSOCIATES, LLC

Website

(914) 997-9X13

399 Knollwood Road
Suite 113
White Plains, NY 10603

SEC#: 801-79162
Years in Business: 7 years

ROUNDANGLE ADVISORS LLC

Website

(516) 256-2000

723 N Broadway

White Plains, NY 10603

SEC#: 801-107449
Years in Business: 5 years

MILAGRE WEALTH MANAGEMENT, INC.

Website

(914) 437-8066

120 Bloomingdale Road, Suite 3400

White Plains, NY 10605

SEC#: 801-118821
Years in Business: 0 years

TORTOISE INVESTMENT MANAGEMENT, LLC

Website

(914) 686-0024

2 Westchester Park Drive
Suite 215
White Plains, NY 10604

SEC#: 801-65160
Years in Business: 15 years

THE PORTFOLIO STRATEGY GROUP, LLC

Website

(914) 328-6660

81 Main Street
Suite 201
White Plains, NY 10601

SEC#: 801-77583
Years in Business: 8 years

MATRIX ASSET ADVISORS INC

Website

(212) 486-2004

10 Bank Street
Suite 590
White Plains, NY 10606

SEC#: 801-36872
Years in Business: 30 years