Find a Financial Planner in Woodbury, NY


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We Only Work With The Best Woodbury 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Woodbury, NY

  • Financial Advisor Close to Woodbury, 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 Woodbury 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 Woodbury 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Woodbury can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
35.3% of Woodbury'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 Woodbury 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 Woodbury 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 Woodbury 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 Woodbury 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 involves working with an attorney or financial advisor in the Woodbury 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 Woodbury 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 Woodbury, NY

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Woodbury, NY

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

  • Population: 8,852
  • % of Population 62 Years and Over: 35.3%
  • Average Home Value: $931,300
  • Average Monthly Housing Cost: $3,368
  • Average Household Income: $257,664
  • 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 Woodbury, NY



(631) 845-5100

125 Froehlich Farm Blvd.

Woodbury, NY 11797

SEC#: 801-38795
Years in Business: 29 years



(516) 206-1320

88 Froehlich Farm Boulevard
Suite 401
Woodbury, NY 11797

SEC#: 801-78339
Years in Business: 8 years



(516) 433-3100

7600 Jericho Turnpike
Suite 305
Woodbury, NY 11797

SEC#: 801-69153
Years in Business: 13 years



(475) 241-6966

7600 Jericho Turnpike
Suite 304
Woodbury, NY 11797

SEC#: 801-119516
Years in Business: 0 years



(631) 845-5100

125 Froehlich Farm Blvd.

Woodbury, NY 11797

SEC#: 801-77166
Years in Business: 8 years



(516) 682-9800

7600 Jericho Turnpike
Suite 303
Woodbury, NY 11797

SEC#: 801-66977
Years in Business: 15 years



(516) 682-9800

7600 Jericho Turnpike
Suite 303
Woodbury, NY 11797

SEC#: 801-114755
Years in Business: 2 years