The 30 Best Fee based wealth management in New York

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

B. Riley Wealth Tax Services is a reputable institution located at 484 Temple Hill Road in New Windsor, New York, United States. Specializing in accounting and finance, our team of tax professionals can assist individuals and businesses in implementing effective financial strategies to minimize tax liabilities. With expertise in the latest tax law changes for the 2023 tax year, our professionals are dedicated to helping clients navigate tax season and beyond. At B. Riley Wealth Tax Services, we provide comprehensive tax and wealth management services to help clients keep more of what they earn and grow their net worth over time. Our experienced professionals can assist with tax returns as well as develop total tax management plans that integrate tax expertise with financial advice. We are committed to keeping up with qualified designations to ensure our clients receive the expertise needed to address ever-changing federal and state tax laws.

Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.

Merrill Lynch Wealth Management, located at 900 South Avenue in New York, United States, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The branch is dedicated to helping clients address their wealth planning challenges and opportunities, with a focus on putting their interests first to help them achieve their financial and life goals. Through volunteerism and charitable outreach, the branch supports the economic, social, and cultural life of the communities in which it operates. Employees are actively involved in fundraising activities to benefit neighborhoods and causes, helping to maintain vibrant and healthy communities.

Future You Wealth is a finance institution located at 200 Vesey Street in New York, United States. With over 30 years of experience in the industry, our team of advisors, all with master's degrees and professional affiliations, provide comprehensive wealth management services for high-earning professionals at every stage of life. Our investment process is backed by the highest industry qualifications and independent research, ensuring tax-sensitive, low-cost, and patient strategies. We focus on pragmatic planning, understandable investing, and supportive coaching, all while utilizing technology to streamline processes and ensure clear communication with our clients.

HBKS Wealth Advisors is a renowned finance and insurance agency located at 33 Church Street in Fredonia, New York, United States. With a team of experienced professionals, HBKS Wealth Advisors offers a wide range of financial services to help clients achieve their wealth management goals. From investment planning to risk management, the institution provides personalized solutions tailored to each individual's unique needs. Trust HBKS Wealth Advisors to guide you towards a secure and prosperous financial future.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.

Fundamental Wealth Management is a leading financial institution located at 4867 West Lake Road in Dunkirk, New York. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on fundamental principles and sound investment strategies, we provide a comprehensive range of services to help clients grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Fundamental Wealth Management is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.

Summit Wealth Management Inc is a leading finance institution located at 35 East Main Street in Fredonia, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Summit Wealth Management Inc is committed to guiding our clients towards financial success and security. Contact us today to learn more about how we can help you plan for a brighter financial future.

Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.

AIO Fee Only Financial Advisors is a finance institution located at 140-A Metro Park in Rochester, New York, United States. They provide fee-only financial advisory services to individuals and businesses, focusing on personalized financial planning and investment management. With a commitment to transparency and putting clients' best interests first, AIO Fee Only Financial Advisors offers unbiased advice and guidance to help clients reach their financial goals. Their team of experienced advisors is dedicated to providing high-quality, comprehensive financial solutions tailored to each client's unique needs and objectives. Trust AIO Fee Only Financial Advisors to help you navigate the complexities of the financial world with confidence and peace of mind.

Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States. At Whitney & Company, we are dedicated to helping every client achieve their aspirations and live their best life by providing personalized portfolio management that takes the emotion and worry out of finances. We understand that your goals are unique to you, and we prioritize building relationships based on trust and transparency. As a Registered Investment Advisor (RIA) firm, we offer a level of expertise and fiduciary duty that sets us apart from traditional Financial Advisors (FAs). In our 2022 year-end letter, we emphasized the importance of looking to the future and staying optimistic in uncertain times. With a strong start to the new year for both stocks and bonds, we are committed to helping you navigate the ever-changing financial landscape. Contact us today and see how we can help you achieve your financial goals.

Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, financial planning, retirement planning, and estate planning. At Prentice Wealth Management LLC, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

Barrett Wealth Management is a leading finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on strategic planning and investment strategies, we offer comprehensive services tailored to each individual's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barrett Wealth Management is dedicated to helping you secure a prosperous financial future.

Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Lowell Road Asset Management is a premier finance institution located at 1295 Northern Boulevard in Manhasset, New York. Our team of experienced professionals specializes in providing top-notch asset management services to clients in the United States and beyond. With a focus on strategic investment strategies and personalized financial solutions, we are dedicated to helping our clients achieve their financial goals. Trust Lowell Road Asset Management to guide you towards a secure and prosperous financial future.

Ginsberg Wealth Management, LLC is located at 200 South Service Road in Roslyn Heights, New York, United States. As an accounting, finance, and insurance agency, we offer personalized wealth management strategies to help our clients achieve their financial life goals. Our team is dedicated to helping you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide you with a better understanding of financial concepts such as investing, insurance, retirement planning, taxes, and wealth preservation. Working with a skilled independent fiduciary financial advisor can help you pursue your financial plan and achieve success.

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.

Brixton Capital Wealth Advisors is a leading finance institution located at 1305 Franklin Avenue in Garden City, New York. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to provide expert guidance and support. Trust Brixton Capital Wealth Advisors to help you navigate the complex world of finance and secure your financial future.

Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.

Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement. The institution prides itself on being 100% in the corner of their clients, expertly working towards their financial comfort and overall well-being. The financial advisor at Fiduciary First Advising helps clients gather all necessary information to get started and ensures that every dollar is optimized for its intended purpose. Most clients feel a sense of relief and satisfaction after taking action to know where they stand financially and where they are headed. The institution's mission is to provide personalized financial planning and guidance to prepare clients for major shifts in their finances, health, and relationships. As a fee-only, fiduciary financial advisor, the institution is committed to staying on top of complexities to ensure the lifelong financial stability of clients and their families. A well-crafted and updated financial and retirement plan is especially crucial as clients approach retirement, and the institution aims to provide support and guidance through this "red zone" period. Fiduciary First Advising believes that informed money decisions can greatly impact clients' financial and overall well-being, and the financial advisor is there to help clients navigate both the financial and emotional aspects of major decisions. The institution encourages clients to schedule a conversation to learn more about their needs and goals, with no preparation required to start the discussion. Clients can easily schedule a 30-minute call via Calendly or message the institution to talk through their financial concerns.

King Wealth Management Group is a leading finance institution located at 270 West Circular Street in Saratoga Springs, New York. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide expert guidance and support. Trust King Wealth Management Group to help you secure a prosperous financial future.

Paradigm Capital Management Inc is a finance institution located at 9 Elk Street in Albany, New York, United States. Specializing in investment management, Paradigm Capital offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Paradigm Capital Management Inc is dedicated to helping you make informed decisions and secure your financial future.

Stout Asset Management LLC is a finance institution located at 7824 New York 104, Oswego, New York, United States. Specializing in wealth management and investment services, Stout Asset Management LLC offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stout Asset Management LLC is dedicated to helping you make informed decisions and secure your financial future.

Werth Wealth Planning, LLC is a finance institution located at 8 West Genesee Street in Baldwinsville, New York. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial services tailored to your individual needs. Trust Werth Wealth Planning, LLC to guide you towards a secure financial future.

The Pluff Wealth Management Group is a premier financial institution located at 5786 Widewaters Parkway in Syracuse, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Trust The Pluff Wealth Management Group to help you navigate the complexities of the financial world and secure your financial future.

Gamco Asset Management Inc is a finance institution located at 401 Theodore Fremd Avenue in Rye, New York, United States. With a focus on asset management, Gamco offers a range of financial services to help clients achieve their investment goals. The institution is known for its expertise in managing assets and providing personalized investment strategies to individuals and institutions alike. With a commitment to excellence and a track record of success, Gamco Asset Management Inc is a trusted partner for those seeking professional financial guidance.

Target Rock Wealth Management is a finance institution located at 445 Park Avenue, New York, New York, United States. As a fee-only fiduciary advisor with two experienced advisors, we are dedicated to helping our clients create a path to financial freedom that aligns with their goals and values. Specializing in tax-efficient investment management, we offer clear and actionable advice for families and individuals looking to maximize their financial wealth. Whether you are planning for retirement, saving for your children's education, or seeking to make a positive impact with your investments, we are here to help you achieve your goals. Target Rock Wealth Management LLC is a registered investment advisor offering services in New York and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and any investment decisions should be discussed with a qualified advisor before implementation.

Great Eastern Management Inc is a leading finance institution located at 775 Old Country Road in Westbury, New York, United States. With a strong reputation for excellence in financial management, we offer a wide range of services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing top-notch financial solutions and personalized service to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Great Eastern Management Inc is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.