Financial Advisors in Smithtown, New York (Suffolk County)

Allison Vanaski, CFP

Scott Welikey, CFP, CPA

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fees. Our clients always come first. We are free from conflicts of interest that are common among other firms. We have the freedom to select from the best investment solutions and financial products in the marketplace at the lowest cost. We are not constrained as many firms are, by proprietary investment products or firm specific products. As CFP’s we have taken a fiduciary oath that ensures your interests come first.... 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

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

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

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

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.

... 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

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

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 Stanich Group, LLC is a fee-only Registered Investment Adviser in New York City. We provide financial planning advice and wealth management services.

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

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 discipline about investing, how to understand companies, industries and market psychology. Most of all, the years of working, learning and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.
Despite not working in personal finance, I occasionally found friends and family coming to me asking an assortment of questions about taxes, investments and “the market,” among other things. While it took me a while to realize, I learned that these conversations and relationships were very fulfilling. And I also found how powerful advice, a different perspective or to be heard could impact people's lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people.
And so that is where the idea of my business came from - putting together the inspiration of helping people achieve their dreams by using my investment experience to create positive change in people's financial lives. I am a true believer that it is through a roadmap that we realize our aspirations no matter how big or small. And our financial lives often play a large role in that. A financial plan allowed me to take this step in creating my own business and I feel that with a plan, anyone can be a step closer to their life's dreams.... 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. Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you, and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. At Francis Financial, we specialize in guiding individuals and families as they navigate significant life transitions such as divorce, loss of a spouse, or inheritance. We take the time to understand what life- changing events our clients are experiencing, and how we can help them achieve their lifelong goals Our wealth management approach encompasses all aspects of our client's financial affairs. Our clients are unique and deserve personalized attention. We work hard to create tailored financial road maps that enable them to grow their wealth and pursue the life they want to live without having to worry about financial implications. We walk our clients through the process step by step and make an effort to educate them in a way that is easy to understand. ... See More