Best Financial Advisors in New York City

2021

Heron Wealth FEATURED

Heron Wealth is a financial advisor based in New York City. It provides investment advice, financial planning, and tax and estate planning services to individuals and families living in the US, Europe, and Latin America. Heron Wealth's objective is to simplify financial goals and fully disclose risks and potential rewards to clients. The firm also offers equity compensation strategies, behavioral coaching, insurance guidance, and goals-based planning. Heron Wealth president David Edwards founded the company in 1996. Currently, the company manages $360 million in client assets.

Altfest Personal Wealth Management

• Certified Financial Planner (CFP)

Altfest Personal Wealth Management has been serving individuals and businesses in New York City since 1983. The firm helps clients in managing their investments through its proprietary Total Portfolio Management investment and financial planning tool. Additionally, its advisors assist clients with retirement, tax, insurance, estate, and cash flow goal planning. Its founder and CEO, Lewis Altfest, is a recipient of the 2007 Charles R. Schwab IMPACT Award. He is also listed on Who's Who in Finance and Who's Who in America.

Bikham Finance

• Tax Preparation
• Tax Planning

Bikham Finance serves individuals, CPA firms, and privately held businesses in New York City. It offers financial advisory services to help clients navigate complicated decisions about wealth and investments. The company assists them in managing their funds, taxes, debts, and equities. Its other services include payroll processing, bookkeeping, cash flow and working capital management, budgeting and forecasting, and internal controls consulting. Bikham Finance is a member of the National Society of Accountants.

Blackdiamond Wealth Management

• Estate Planning
• Certified Financial Planner (CFP)
• Tax Planning

Blackdiamond Wealth Management is a modern boutique financial planning firm that caters to individuals and business owners in New York City and the neighboring areas. With a team consisting of people from diverse backgrounds, ranging from accounting to fine arts, the firm understands that each client's financial situation is unique and customizes the plan accordingly. Founder and managing partner, Sean Hollitz, has over three decades of experience in the industry, 10 years of which were spent at Lenox Advisors.

Brooklyn Plans LLC

• Retirement Planning
• Certified Financial Planner (CFP)

Brooklyn Plans is a financial planning firm in Brooklyn that specializes in helping women reach their financial goals. The firm helps clients balance saving for short- and long-term financial goals with paying off debts, and helps them understand their options regarding investment opportunities and financial planning stategies. Brooklyn Plans offers different services based on the needs of its clients, whether they are looking to make the most out of their salaries and benefits as an independent professional or build a strong financial foundation for their growing families.

Earn Into Wealth

• Estate Planning
• Retirement Planning
• Tax Planning

Earn Into Wealth is a financial firm that assists individuals and business owners in the New York City area. Its services include planning topics about cash flow and budgeting, debt management, tax planning and employee benefits, career and business choices, as well as equity and stock compensation, risk management, investments and retirement planning, and estate planning. Earn Into Wealth prepares a comprehensive planning process for its clients. Its team of financial advisors meets, advises, coaches, and helps implement any chosen strategy.

Francis Financial, Inc.

Based in New York City, Francis Financial, Inc. is a group of financial advisors dedicated to serving individuals and families. These professionals aim to help their clients with wealth management, which covers the areas of planning, growing, and protecting their assets as they go through life-altering events such as divorce, widowhood, or sudden wealth. Francis Financial, Inc. works closely with clients to identify their interests, goals, values, and relationships. Their team specializes in divorce financial planning to assist clients in securing a settlement that addresses their financial needs.

Gitterman Wealth Management

• Certified Financial Planner (CFP)

Gitterman Wealth Management, LLC is an independent investment advisory firm that provides financial planning to individuals in New York City and neighboring areas. Its customized wealth management services cover retirement planning, investment strategy, and tax, insurance, and estate planning. Co-founder Jeff Gitterman is the creator of the firm's system called Sustainability Metrics Applied to Risk Tolerance (SMART) Investing Solutions. Gitterman, also an author, was featured in The Wall Street Journal?and?Affluent Magazine.

HFH Planning

• Certified Financial Planner (CFP)

HFH Planning provides conflict-free financial advisory services to New York City individuals of all income levels. It works with tax and estate attorneys, stockbrokers, insurance agents, and accountants to develop and implement financial plans that suit its clients' needs and goals. Its services include asset allocation, risk management, and cash flow analysis. It also provides retirement, estate, tax, health care, and college cost planning. One of the company's financial strategists, G. Martin Poole, is a Certified Financial Planner and a Registered Financial Consultant.

Magnus Financial Group

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

Magnus Financial Group LLC is an independent investment management firm that has been providing specialized wealth management and financial planning services to customers in New York City for over 15 years. The company's investment team provides regular portfolio monitoring and market research and analysis. It is separated into three sections: operations, research, and trading. Magnus Financial Group LLC's CEO, Michael S. Schwartz, has been recognized by Forbes as Best-In-State Wealth Advisors from 2020 to 2021.

Momentum Advisors

• Retirement Planning
• Tax Planning

Momentum Advisors is a Securities and Exchange Commission registered investment advisor in New York City that uses its relationships with larger financial institutions to help clients gain valuable insights regarding current investment research and asset protection strategies. The firm eliminates potential conflicts of interests by accepting payments on a fee-only basis. Rather than feeling pressured to guide clients toward one financial product or another, this method allows Momentum Advisors to offer services that will best fit its clients’ financial needs on an individual level.

Park Avenue Financial Advisors

Park Avenue Financial Advisors in New York City helps clients achieve their financial goals by offering personalized advice on topics such as investment planning, wealth accumulation and preservation, estate and gift planning, tax impact planning, educational funding plans, and life insurance plans. The firm serves clients from a range of financial backgrounds, whether they already have sizable assets to manage or are just starting to build their financial portfolios. Park Avenue Financial Advisors has over three decades of experience in the financial planning industry. The firm offers a range of insurance plans and investment opportunities in addition to short- and long-term financial planning strategies.

Payne Capital Management

• Retirement Planning

Payne Capital Management is an independent financial planning and advisory firm that serves clients in New York City. The company guides clients in making decisions about personal savings, personal retirement, corporate retirement, stock options, education, and estate. Its personal savings option involves equity or growth strategy, money market cash strategy, bond accounts, tax harvesting, and budgeting. Payne Capital Management was established in 2008. One of its founders, Bob Payne, has 40 years of experience in the wealth management industry.

Schupak Financial Advisors

• Certified Financial Planner (CFP)
• Tax Planning

Schupak Financial Advisors is a firm that serves individuals in New York City by generating plans to help them manage their finances. It starts by gathering a customer's information, making an analysis, and creating recommendations. It also monitors and reengages with each client annually. Its services include comprehensive and general financial planning, investment management, risk needs analysis, retirement planning, and tax planning and forecasting. Schupak Financial Advisors is also affiliated with NAPFA and Pledge 1%.

Seasons of Advice

• Certified Financial Planner (CFP)
• Tax Planning

For over 30 years, Seasons of Advice has been serving the New York City area by offering professional guidance to clients looking to retire or manage their wealth. Its advisors help clients by going through what they call seasons, which are phases that include goal tracking, asset allocation, and tax planning. Other services include investment management and insurance services. Seasons of Advice was founded in 1990 by Charles Hamowy, who is the editor-in-chief of the Socially Inspired Investor digest.

Snowden Lane Partners

• Certified Financial Planner (CFP)

Snowden Lane Partners is an independent wealth management firm serving individuals in New York City. It assists clients in achieving their financial goals through financial planning, retirement planning, liability management, and education plans. The firm also offers investment management services, including cash management, private banking, insurance, and annuities. In addition, Snowden Lane Partners was established by former Wall Street executives. Chairman Lyle LaMothe and managing partner and CEO Rob Mooney have 46 years of combined experience working for Merrill Lynch.

Source Financial Advisors

Source Financial Advisors in New York City is an independent wealth management firm that works with clients to develop personalized strategies that will help them reach their financial goals without having to make many compromises regarding lifestyle. The firm offers strategic tax planning services, lending and insurance strategies, goal-based planning, and intergenerational planning. At a more basic level, Source Financial Advisors can help clients manage cash flow and restructure current debt. The firm has extensive experience in wealth management strategies related to divorce and business ownership.

Stash Wealth

Stash Wealth of Brooklyn offers affordable financial planning services to those who may have high-paying jobs, but are not quite where they would like to be yet financially. Stash Wealth helps professionals start planning early by coming up with a customized plan based on each person’s specific goals and needs. The firm works as a team to not only manage but also build its clients’ wealth by making sure the ways in which they are spending money are in agreement with their individual financial plans.

Strategies for Wealth

• Estate Planning
• Retirement Planning

Strategies for Wealth is a privately-owned financial planning firm that serves New York City. It helps clients gain financial security through wealth-maximizing plans that protect them against inflation, taxes, and unexpected events. Personal strategies include insurance policies, retirement and estate planning, and investments, while business strategies include buy-sell and succession planning, risk management, and group benefits. A Guardian Life Insurance agency, Strategies for Wealth has been in the industry since 1934 and now employs over 150 professionals.

Unique Financial Advisors

• Certified Financial Planner (CFP)

Unique Financial Advisors provides fiduciary financial planning, tax services, and investment management to individuals and businesses in New York City. It assists its clients in creating investment frameworks and manages their money in tax-efficient portfolios. It also develops cash flow and net worth statements, consolidates accounts, and creates budgets and spending plans. The company's owner, Vid Ponnapalli, is a Certified Financial Planner who also became an Enrolled Agent to be able to represent clients in the IRS.

Wealthspire New York

• Certified Financial Planner (CFP)
• Tax Planning

Wealthspire New York is an investment advisory firm in New York City. Its team of financial advisors works collaboratively with clients to provide plans and strategies that manage their assets and meet their financial goals. They help each client allocate their assets, diversify their investment portfolios, and maintain discipline in investing. They also offer trusts and estate planning services to help properly distribute clients' assets across unanticipated life events. In 2020, the firm was named one of the Financial Times 300 Top Registered Investment Advisers.

Zoe Financial

• Estate Planning
• Retirement Planning
• Tax Preparation
• Tax Planning

Serving clients in New York City, Zoe Financial, Inc., is a financial planning company helping individuals grow their monetary assets for the long run. The team possesses an extensive portfolio of financial products and solutions, including asset management, debt management, retirement planning, and tax strategy. Its financial advisors also specialize in home purchasing, investment management, family and estate planning, and post-divorce asset distribution. The firm's founder, Andres Garcia-Amaya, has worked for over 15 years at Wall Street companies.