Find a Financial Planner in White Plains, NY

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best White Plains 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 White Plains, NY


  • Financial Advisor Close to White Plains, 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 White Plains Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the White Plains area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in White Plains can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
21.4% of White Plains'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 White Plains area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the White Plains area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the White Plains area an ongoing effort.
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 White Plains 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the White Plains area, 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 White Plains 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 White Plains, 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 White Plains, NY

We evaluated over 13,000 RIA firms to bring you the best of the best White Plains financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is White Plains, NY?

  • Population: 58,137
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $594,900
  • Average Monthly Housing Cost: $1,881
  • Average Household Income: $131,783
  • 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 White Plains, 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: 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: 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