Fee-only advisors in New York

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.

  Flat fee Bozeman, Montana Bridgestone Planning virtual
  9 yrs

• Claire Berg, CFP, AEP

  Multi-generational estate and legacy planning for established households.

  AUM (fee-only) Boston, Massachusetts Northstar Heritage
  21 yrs

• Nora Hale, CFP

  Pre-exit founder planning with deep concentrated-position and QSBS expertise.

  AUM (fee-only) San Francisco, California Highline Capital Advisors virtual
  18 yrs

• Priya Das, CFP

  Cross-border estate and retirement planning for Canadian-US households.

  AUM (fee-only) Toronto, Ontario Northlake Wealth virtual
  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.