Find a Financial Advisor in Woodstock, NY


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

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We Only Work With The Best Woodstock 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


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


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 Woodstock, NY

  • Financial Advisor Close to Woodstock, 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 Woodstock, 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 Woodstock, NY

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

  • Population: 2,266
  • % of Population 62 Years and Over: 35.7%
  • Average Home Value: $417,800
  • Average Monthly Housing Cost: $1,231
  • Average Household Income: $76,929
  • 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 Woodstock, NY




(845) 679-9166

10 Dixon Avenue

Woodstock, NY 12498

SEC#: 801-28170
Years in Business: 35 years



(845) 679-9166

10 Dixon Avenue

Woodstock, NY 12498

SEC#: 801-106993
Years in Business: 6 years


Woodstock, NY Financial Advisor FAQs

Financial advisors get paid in a variety of ways. Some charge based on the amount of money invested, and some charge an annual fee or retainer. There are also commission-based and fee-only financial advisors and any combination thereof.
A financial advisor provides an array of services to help guide people on what steps to take with their money. These different advisors usually specialize in specific areas like insurance, investing, or retirement planning.
Contact your bank to see if they have any financial advisors on staff. If not, call up one of the major banks in your area and ask them who their affiliated companies are.
Anybody with any degree of complexity to their financial life needs a financial advisor. As you move up the ladder in your career, one thing is statistically 100% certain: you will start to accumulate wealth. But what most people don't realize is that the simple act of moving up into this bracket does not entitle them to any sort of exempt status when it comes to managing their money.