Financial Advisors in Mahopac, New York (Putnam County)

Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
PRE-RETIREMENT THROUGH RETIREMENT Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options. Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
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Joanne Marion, CFP, CPA, MBA
Marion Financial Advisors is an independent, fee-only financial and investment advisory firm. I work with clients who want to get better control of their finances and become more knowledgeable financial consumers. I first see my clients when they come to me with a problem . . .We are contributing to our 401k plans but we don't know if we are putting the money into the right investments. We also want to start saving for our kids' college education but are not sure how we should be doing it.We want to retire in ten years but don't know if we have saved enough to retire comfortably.I am retired and don't know how much I can spend without running out of money.My husband died last year and he handled all of our finances. I don't know anything about this stuff. I find that although many people have concerns like these, they often don't address them because they are too busy or just don't know where to start. I work with clients to deal with these pressing issues. We then work together to define what their values and goals are and then develop an integrated financial plan in line with these values to achieve these goals.... See More

Maureen Whelan, CFP, MBA
COME IN FROM THE NOISE Are you a baby boomer looking for financial advice? You may feel like there are too many options to choose from. Investment consultants at your bank, insurance agents, "wealth managers" and online financial advisory services all have ideas about how you should invest your money. Yet you have a nagging feeling that there should be more. You want someone to look at your total financial picture - spending plans, income taxes, insurance needs and estate planning alternatives. Investments are only one part of the puzzle. They should be managed in harmony with your values and goals and adjusted to meet your changing circumstances.
Whelan Financial Planning is a small, independent, fee-only financial advisory firm that helps baby boomers simplify their financial lives make financial decisions with confidence and adapt their plans as they journey through retirement.
Maureen Whelan, CFP® does this by providing personalized and comprehensive financial advice, investment management, tax preparation and planning.... See More

Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's unique situation. Drawing on past experience as an educator and researcher, Tony develops a broad investment strategy incorporating employer-sponsored retirement accounts to help his clients realize their life goals. Kobie Thakar has worked with Tony for nearly 10 years with a focus on creating financial plans, and then assisting with implementing and adjusting those plans as life brings new challenges. It is important to both Tony and Kobie that clients have a thorough understanding of how they can achieve their financial goals.
Tony and Kobie are fiduciaries, which means that at all times they put your interests ahead of their own. Strictly fee-only, there are no commissions, hidden fees, external incentives or bonuses for recommending specific products. Your situation and comfort level are the basis for any recommendation.
Tony is typically compensated for on-going investment management by a percentage of assets under management. If you prefer, Tony may also work on a project basis, in which case the hourly fee and total number of hours to be spent are agreed in advance. Kobie typically works to develop financial plans on a project basis, in which case the fee is agreed in advance.

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Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first. Our areas of speciality include Small Business Planning, Entrepreneurs, and High/Ultra High Net Worth individuals. We provide comprehensive financial planning and tax preparation for our Wealth Management clients. Please use the link below to schedule a complimentary 30 minute 'get to know each other' session. ... See More

Jai Ramsawak, CFP, ChFC, EA, MBA
At the Magis Group, your goals are our priority. We've created a system that allows clients to establish goals and efficiently achieve them.
Once your goals have been established, we create a plan and begin working.
Our process has been proven to work time and time again, and our clients are pleased with their results.... See More

Laura Rotter, BA, CFA, CFP, MBA
True Abundance Advisors is dedicated to understanding each client's unique set of values, challenges and opportunities. I work with clients from all walks of life, with a variety of financial goals. They may be single or married, with or without dependents, saving for their children's education, or for retirement. They may be navigating a life transition, such as birth of their first child, loss of a job, or divorce from a spouse. What unifies them all are their dreams, and the recognition that money is a means to help fund those dreams. We work together to help clarify your goals, and develop an integrated plan so that you may achieve those goals.
Services include: goal exploration and identification; cash flow analysis and management; risk/insurance review and recommendations; portfolio analysis and investment strategy; tax planning; employee benefits review, analysis and selection; college, retirement and estate planning. ... See More

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client's concerns. We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values. Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond. ... See More

Charles "Chip" Simon, CFP, MS
Financial Planning without Product Sales. For Secure Retirements and Life's Transitions.
A NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley with offices in Poughkeepsie and Saugerties, NY and also serving clients via remote meetings.
Please click on our names (to your right) for more information, or please visit our website: www.taconicadvisors.com
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Timothy Clark, BA, MBA
Greystone Wealth Advisors LLC seeks to provide unbiased, low cost financial advisory solutions for its clients. The firm provides sensible and effective wealth management as well as comprehensive financial planning.


The firm's leading principal has over 28 years of financial industry experience. By utilizing primarily low fee index mutual funds encompassing a broad range of core asset classes, we make available to retail investors (individuals, trusts, small businesses, endowments, and others) an institutional quality wealth management program at a fee well below the industry average.

The firm offers the following services to its clients:

Wealth Management

The Wealth Management service brings low cost institutional quality asset management advice to client portfolios of all sizes whether they be an individual starting out, a couple nearing retirement, a business owner with a profit sharing plan, a small endowment, or a trust in need of professional asset management.

Financial Planning
The Financial Planning service offers an individualized approach to the financial needs of our clients. By getting to know our clients very well - their families, their interests, their goals - we strive to present innovative financial solutions in the areas of estate planning, cash flow analysis, insurance review, retirement planning, education funding, business succession strategies, and charitable giving. Independent Full service Fee only SEC Registered Investment Advisory Firm Member Charles Schwab Advisor Network Program Member National Association of Personal Financial Advisers (NAPFA)... See More

John Belluardo, ChFC, MS
Stewardship offers comprehensive financial planning, specializing in retirement planning and no-load mutual funds. Our proprietary software will create a detailed retirement plan tailored to your specific needs. We have no minimum asset requirements. We work hard to keep your fees low without sacrificing quality. Please visit our web site for more information.... See More

Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estate planning, insurance review, retirement planning and financial check-ups.We provide objective advice as we are not receiving commissions from selling financial products. We have no account minimums.We offer our services in a personal, confidential manner.... See More

Jeffrey Roberto, CFP, CMFC, MBA
Roberto Wealth Management LLC is a comprehensive financial planning and investment management services firm committed to helping our clients change the way they think about investments and financial planning.
We are an independent Fee-Only personal wealth management firm that is only compensated by the fees our clients pay us, not from sales commissions. Our customized programs are designed to Plan, Protect, and Grow our clients' wealth by delivering an unprecedented level of personalized service and expertise.
Roberto Wealth Management LLC identifies your financial needs and goals through a disciplined analysis of your specific situation. We will help you evaluate your risk tolerance, time horizon, your personal, business and family circumstances, tax implications, and other variables in order to develop a plan.
Please visit our company website at: www.robertowealthmanagementllc.com ... See More

Allison Vanaski, CFP

John Henry Low, MBA