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 uni ... See More
Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discip ... See More
Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals liv ... See More
Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Ou ... 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 Poughkeepsi ... 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 fin ... See More
Timothy Hayes, CFP, MBA
Landmark Financial Advisory Services, LLC is a fee-only financial planning and investment advisory firm. Landmark specializes in providing fee-only financial planning services and investment advice to individuals and families ... See More
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 ... See More
Kay Conheady, BA, BS, CFP
Apropos Financial Planning (www.AproposFP.com) is a fee-only, independent financial planning practice that seeks to deliver expert financial planning services and advice to people from all walks of life. We make our services ... 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. ... 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 ... See More
The Stanich Group, LLC is a fee-only Registered Investment Adviser in New York City. We provide financial planning advice and wealth management services.
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 quantitaSee More
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