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Top Rated Financial Advisors in New York

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in New York is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in New York with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in New York near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Philip Capell

Piermont Wealth Management
CFP®
Philip Capell, a financial fiduciary has been a Paladin Registry member since 2005. Philip is the owner of Piermont Wealth Management. Philip holds the Certified Financial Planner certifications and has over 20 years of experience. Philip provides financial services to clients in the Melville, New York area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Martone

Martone Capital Management,Inc.
CLU® ChFC®
William Martone, a financial fiduciary has been a Paladin Registry member since 2006. William is the owner of Martone Capital Management,Inc.. William holds the Chartered Life Underwriter , Chartered Financial Consultant certifications and has over 43 years of experience. William provides financial services to clients in the Hawthorne, New York area.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matt Jarvis

Valeo Financial Advisors, LLC
CFP® CPA
Matt Jarvis, a financial fiduciary has been a Paladin Registry member since 2009. Matt holds the Certified Financial Planner , Certified Public Accountant certifications and has over 8 years of experience. Matt provides financial services to clients in the New York, New York area.

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Chapman

Compass Wealth, LLC
CMA® CPA PFS
Robert Chapman, a financial fiduciary has been a Paladin Registry member since 2004. Robert holds the Certified Management Accountant , Certified Public Accountant , Personal Financial Specialist certifications and has over 27 years of experience. Robert provides financial services to clients in the Pittsford, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Juechter

Hunter Financial Advisors, Inc
AIF® CFP® CWS®
Daniel Juechter, a financial fiduciary has been a Paladin Registry member since 2018. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications and has over 30 years of experience. Daniel provides financial services to clients in the Tarrytown, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nick Efthemis

Emergent Wealth
CFP® CRPS®
Nick Efthemis, a financial fiduciary has been a Paladin Registry member since 2019. Nick is the owner of Emergent Wealth. Nick holds the Certified Financial Planner , Chartered Retirement Plans Specialist certifications and has over 22 years of experience. Nick provides financial services to clients in the williamsville, New York area.

Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kelly Olczak, CFP(R)

LynnLeigh & Company, LLC
CFP®
Kelly Olczak, CFP(R), a financial fiduciary has been a Paladin Registry member since 2019. Kelly is the owner of LynnLeigh & Company, LLC. Kelly holds the Certified Financial Planner certifications and has over 15 years of experience. Kelly provides financial services to clients in the Pittsford, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jesse Christensen

Cherry Lane Capital
Jesse Christensen, a financial fiduciary has been a Paladin Registry member since 2019. Jesse is the partner in Cherry Lane Capital . certifications and has over 10 years of experience. Jesse provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Cepeda, CFP®

Quest Financial Services
Quest Financial Services, a financial fiduciary has been a Paladin Registry member since 2019. certifications. Firm provides financial services to clients in the GOSHEN, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Unger

Matthew Unger
Matthew Unger, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 11 years of experience. Matthew provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Corey Peterson

Corey Peterson
CFP® EA
Corey Peterson, a financial fiduciary has been a Paladin Registry member since 2020. Corey holds the Certified Financial Planner , Enrolled Agent certifications and has over 20 years of experience. Corey provides financial services to clients in the Glen Head, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John McCauley

John McCauley
John McCauley, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 8 years of experience. He has over 5 years of experience with firm. John provides financial services to clients in the Buffalo, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ethan Aris, CERTIFIED FINANCIAL PLANNER

Ethan Aris, CERTIFIED FINANCIAL PLANNER
CFP®
Ethan Aris, CERTIFIED FINANCIAL PLANNER, a financial fiduciary has been a Paladin Registry member since 2020. Ethan Aris, CERTIFIED FINANCIAL holds the Certified Financial Planner certifications. Ethan Aris, CERTIFIED FINANCIAL provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Sasso

Creative Planning
CFP® ChFC® ChSNC™
Andrew Sasso, a financial fiduciary has been a Paladin Registry member since 2020. Andrew holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Special Needs Consultant certifications. He has over 1 years of experience with Creative Planning firm. Andrew provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Katzman

Creative Planning
CFP®
Brian Katzman, a financial fiduciary has been a Paladin Registry member since 2020. Brian holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Brian provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Fleming

Creative Planning
CFP® CIMA® CRPC®
James Fleming, a financial fiduciary has been a Paladin Registry member since 2020. James holds the Certified Financial Planner , Certified Investment Management Analyst , Chartered Retirement Planning Counselor certifications. He has over 2 years of experience with Creative Planning firm. James provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Kang

Creative Planning
CFP®
John Kang, a financial fiduciary has been a Paladin Registry member since 2020. John holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. John provides financial services to clients in the Commack, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paolo Ferretti

Creative Planning
CFP®
Paolo Ferretti, a financial fiduciary has been a Paladin Registry member since 2020. Paolo holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Paolo provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott McKay

Creative Planning
CFP® MBA
Scott McKay, a financial fiduciary has been a Paladin Registry member since 2020. Scott holds the Certified Financial Planner , Master Business Administration certifications. He has over 6 years of experience with Creative Planning firm. Scott provides financial services to clients in the Rochester, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steve Hall

Creative Planning
MBA JD
Steve Hall, a financial fiduciary has been a Paladin Registry member since 2020. Steve holds the Master Business Administration , Juris Doctor certifications. He has over 1 years of experience with Creative Planning firm. Steve provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tom MacLaughlin

Creative Planning
CFP®
Tom MacLaughlin, a financial fiduciary has been a Paladin Registry member since 2020. Tom holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Tom provides financial services to clients in the New York, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tom Mooney

Creative Planning
CFP® MBA
Tom Mooney, a financial fiduciary has been a Paladin Registry member since 2020. Tom holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Tom provides financial services to clients in the New Jersey, New York area.

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Helme

Charles Helme
Charles Helme, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 30 years of experience. He has over 10 years of experience with firm. Charles provides financial services to clients in the New York, New York area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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