Region · United States
Fee-only advisors in New York
Dense fee-only presence across the city, Long Island, and upstate.
Advisors serving New York
-
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs -
Claire Berg, CFP, AEP
Multi-generational estate and legacy planning for established households.
21 yrs -
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs -
Priya Das, CFP
Cross-border estate and retirement planning for Canadian-US households.
16 yrs
Metros tracked
- New York City
- Westchester
Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.