Find a Financial Advisor 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 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

Experience

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

Trustworthiness

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 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

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: 31 years

FLEETWOOD ASSET MANAGEMENT LTD.

Website

(914) 468-1002

31 Mamaroneck Avenue
Suite 513
White Plains, NY 10601

SEC#: 801-67851
Years in Business: 14 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: 4 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: 1 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: 16 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

 


Westchester County, NY Financial Advisor FAQs

When you meet with your financial advisor, ask them these questions: What are you being paid? Can I see your credentials and references? Are there any charges that I should be aware of? (e.g., trading charges, asset management charges, or other fees) Do you offer advice on how to invest for retirement?
One of the best ways to find a financial advisor is to ask friends and colleagues for referrals. When you get a referral, get in touch with the advisor and arrange an initial get-to-know meeting. Be sure to address your specific needs and goals when talking with them, such as how much money you'd like to put into investments over the next ten years or how old you are now, what type of risk tolerance you have, what type of investing environment will allow your investments to grow most appropriately but not require too much work on your end.
That depends on many factors, but for one thing, the size of the account. For people with sizable accounts, it's common for advisors to charge 1% of assets managed up front with an annual fee starting at .3%. There are some great managed advisory services out there these days too
A financial advisor assists people with creating a budget, saving for retirement, setting up investments, etc.