Financial Advisors in Mount Kisco, New York (Westchester County)

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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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

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More

Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals living or working in New York City who are undergoing a financial transition, and need investment advice to help them make important wealth management decisions.
Examples include: 1. Job Transition 2. Early Retirement 3. Family Inheritance 4. Lottery winner (NYC)... 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

Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recommendations begin with the question: "What is right for the client?" and end with a course of action that has only the client's best interests in mind.... See More

Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's principal lives his life, splitting time between New York, California, and his home state of Texas. financial filosophy is able to provide face-to-face service to clients in these areas, and we are happy to service clients across the nation on a remote basis. Whether through remote or face-to-face contact, financial filosophy is committed to the art and science of our clients' success. At financial filosophy, there is a clear commitment to both the art and the science of financial planning. The science of financial planning is the most familiar and commonly known aspect. It’s the dollars and cents, the actuarial tables and historical data, the stock quotes and trend lines that, in the mind of an expert, consolidate into the elements of a financial plan. The art of financial planning is a more subtle thing – a way of looking at the data that includes a subjective, creative, value-infused vision of reaching goals. If the science is the brains, then the art is the soul. You are at the center of the process as a clear pathway is seen through the existing environment that leads you to your goal.... See More

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

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

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorney, fee only financial advisor and multiyear chairman of NAPFA, IFC has offices in New York City with a nationwide clientele.
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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

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found finances, for the very first time.... See More

Kimerly Polak Guerrero, CFP, MBA, RICP
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Secure capital growth , private placement.
Venture capital placement.

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