Financial advisors in New York for Tax Planning

I guide purpose-driven professionals like you toward a rewarding next chapter, whether that's retirement, a career pivot, or building a lasting legacy.

As an hourly only financial strategist, I leverage my knowledge and experience working with individuals and families at all levels of wealth and at multiple institutions to benefit my clients.

Andrew Kleinberg is a fiduciary who specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service with no account minimums and no ongoing fees or obligations.

I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money. Let’s navigate this late-capitalist hellscape together. 🔥

Kerry O’Brien is a CFP® and Founder of BeingFIT Financial. Her mission is to help people gain and maintain optimal financial fitness - and to support living with overall wellness and intention. Her firm offers programs for all stages of wealth, and allows clients to choose the program that best matches their personality and competencies. Financial Planning is the core service, along with Investment Management and Tax Preparation. BFF also hosts Wealth and Wellness Events.

Fortrove Partners works with tech employees and helps them untangle ownership structures like RSUs and stock options so you can spend your free time doing what you love.

We are passionate about working with business owners, consultants, individuals and families. Using our combination of personal and institutional experiences, we love to hear about where you would like to be and walk along with you on your path.

I’m a financial planner for busy professionals, business owners and their families who want to feel confident—not overwhelmed—about their money. I bring financial expertise, creative insight, and real-life experience to help you gain clarity.

Jennifer W. Kang, CFP® brings almost 20 years of experience in Wealth Management and has practiced in Honolulu, Los Angeles and New York City. JWK is a flat fee-only platform that offers comprehensive financial planning for busy professionals.

Independent, fee-only financial adviser and financial planner, providing comprehensive financial advice to individuals.