Financial Advisors in White Plains, New York (Westchester County)

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed investors who realize the benefits of financial planning. Our approach to investing is a strictly index-based approach.
We take time to fully understand our client's goals and aspirations. Our recommendations are built not only from spreadsheets, but, more importantly, from an understanding of what will provide peace of mind to our clients.
We specialize in planning for retirees and pre-retirees. The decision to retire or perhaps to enter the next chapter of life is never made easily. Aside from the financial issues, there are behavioral considerations about how to find fulfillment if you are not generating income, and how to use your accumulated wealth to lead a satisfying life.
I focus on assisting clients to lead a fulfilling life in "retirement". I also pay close attention to the financial details, and I offer strategies that can reduce tax and the cost of investing just when you need those strategies to work as optimally as possible.
My ideal client is at least 50 years of age, has accumulated investment savings, and is either already living in retirement, or considering what life would look like without the demands of working full time.... See More

The Rockledge Group is an investment management firm specializing in alternative and sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantitative analysis. We have a demonstrated ability to obtain superior risk-adjusted returns by successfully forecasting the relative strength of sectors within the S&P 500 index.... See More

Kevin Peacock, CAIA, CFP
Astra Capital Management uses an innovative, evidence-based approach to investment management and financial planning that aligns closely with the needs of busy physicians, dentists and residents. We do not have account minimums and work with clients in all stages of their career. Our goal is to help simplify your complex financial life, freeing you to focus on what matters most. Schedule a 15 Minute Conversation... See More

Zdenek Financial Planning is a comprehensive, fee-only personal financial planning and investment advisory firm. From our offices in New Jersey and New York we serve clients in over thirteen states. Since 1982, we have helped our clients gain greater control over their financial destinies and achieve their lifestyle goals for themselves and their families.

We work exclusively with affluent individuals, business owners and senior executives, helping them achieve and maintain their financial independence.

Our proprietary process for helping clients build, preserve and manage their wealth has been granted registered status by the U.S. Patent and Trademark office and has drawn national recognition by publications as diverse as Worth, Medical Economics and The New York Times.

Over the years, Zdenek Financial Planning has been recognized as being among the country’s top financial advisors by magazines such as Wealth Manager magazine, Medical Economics and Worth.

We welcome the opportunity to design a financial planning and investment strategy tailored to meet your specific needs and goals. Please feel free to contact us so we can begin to get acquainted and determine how we can... See More

At Altfest Personal Wealth Management, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

Pioneers in the world of fee-only wealth management –- no commissions, no products to sell; therefore no conflicts of interest -- Altfest has worked hard to earn and reward the trust of our clients. Beyond the personal fulfillment of having a respected and successful practice, are the strong and lasting relationships with our family of clients.... See More

David Frisch, CFP, CPA/PFS
Frisch Financial Group, Inc. is a comprehensive financial planning and investment management services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and preserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. At our firm, we provide a wide array of expert assistance in the following areas: Financial Planning, Fee-Only Investment Management Services, Pension, Profit Sharing & Employee Benefit Plan Consulting, Cash Flow Management & Personal Budget Preparation, Individual Income Tax Planning & Preparation.... See More

If you or a loved one have been affected by a truck accident in Indiana, it's vital to seek experienced legal guidance immediately. An Indiana Truck Accident Lawyer at Blackburn Romey can provide you with aggressive representation and a detailed case investigation to help ensure you receive the compensation you deserve. Don’t face this challenging time alone; reach out today for a free consultation to discover how we can assist you in fighting for your rights and securing your future.... See More

Christopher Congema, CFP
CONTACT US FOR A FREE INITIAL CONSULTATION. YOU WILL RECEIVE: CLIENT BILL OF RIGHTS 10 STEPS FOR YOUR FINANCIAL WELL BEING A REVIEW OF YOUR CURRENT PORTFOLIO
As an independent advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.
Additionally, we do not maintain custody of client assets. All client investment portfolios are held with TD Ameritrade Institutional, a well-respected industry-leading financial institution. We do not sell insurance products or any other proprietary investments. Our financial guidance is completely unbiased and free of the traditional conflicts of interest often found within many large Wall Street based firms.
We view each client's circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment.
Let us aid you in that journey.
Please visit our website at www.landmarkwealthmgmt.com and/or call us, to learn more.... See More

Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm offering ongoing investment management as well as hourly financial planning services. We don't sell and receive no commisions to give you unbiased customized financial advice. We want to be accessible and do not have minimum fees.
Financial Planning - We provide financial expertise guiding you to achieve your goals successfully. We follow a holistic approach and take a look at your whole financial situation, including cash flow management, risk management, retirement planning , estate planning, your investments and your taxes. However, if you have a specific question, we can also advise you on an hourly-fee basis.
Investment Management - Having your portfolio professionally managed will allow you to concentrate on your other priorities. We identify and implement low-cost long-term strategies to create a well diversified portfolio according to your risk profile that will help you achieve your personal objectives. Even with market fluctuations it will give you peace of mind knowing that your financial affairs are being managed with your goals and best interest in mind. We have no investment minimum and have access to DFA funds.... See More

Sparrow Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission, provides asset management and financial planning services for a select clientele nationwide. Our mission is to help you find freedom and peace in your financial life.... See More

Cristina Guglielmetti, CFP, MBA
I'm committed to showing young professionals how a partnership with an advisor can work for them, and how they have the tools and capability to take control of their finances. My aim is to educate, not just give advice or recommendations. Today's new graduates and young professionals are facing a very different financial landscape from their parents - much higher student loan debt, a nonstop stream of financial news, the memory of a crisis many families haven't quite bounced back from - and so need a different kind of advisor.
Financial planning is sometimes thought of as something you have to do yourself - because advisors are “only for the rich” - or conversely, something you give up control over because it's so complicated you can't possibly understand it. But there's a better way - developing a relationship with someone committed to being your steward and coach as your financial life unfolds.... See More

Kaya Ladejobi, BS, CFP, MBA
Earn Into Wealth Strategies (EIWS) is a registered investment adviser, offering advisory services in the states of NY, NJ, and other jurisdictions where exempted. The firm is dedicated to serving young and mid-career professionals (25 to 45) in any and all areas of comprehensive financial planning. Services are offered on a fee-only basis to give young professionals access to affordable and unbiased financial advice. Together, we will create a financial roadmap and portfolio to achieve your life goals and give you access to the life you've always dreamed of.
The process begins with a free 30-minute consultation where we talk about your needs and the services that might be the best fit for you. You can use this opportunity to ask any questions you have to determine whether EIWS is the best fit for you. ... See More

Robert Hayden, CDFA, CFP, JD
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. We are proud to be able to offer our multi-disciplined expertise, superior research, proactive diligence and unique client-centric structure to enable our clients to make informed financial decisions. Our comprehensive analysis, advanced financial planning technology, expert advisors, extensive network of outside advisor resources, and informative “what if” hypothetical projections have reduced risks and excessive costs for our clients, in addition to saving them time on matters that they would otherwise have to manage themselves. We welcome an opportunity to learn more about your situation and whether Total Alignment would be a fit for you... See More

Kristen Euretig, BA, CFP, MS
Brooklyn Plans LLC (“BKP”) is a financial planning and investment advisory firm located in Prospect Lefferts Gardens in Central Brooklyn, New York. BKP is dedicated to providing emerging professionals with financial coaching, comprehensive plans, and investment management. Our mission is to empower emerging professionals with reliable, independent, quality financial advice and services. ... See More

Lori Dietzler, CFP, EA
We offer comprehensive financial planning to help you save, protect and grow your money. Throughout the year, we help you understand your finances, implement recommendations, and achieve your goals.