Find a financial advisor in New York

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.

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.

We chose our name for a reason. Iconoclasts challenge broken systems. That's exactly what we're doing in financial services.

Tom Mullarkey is a Certified Financial Planner CFP® as well as a Retirement Income Certified Professional RICP® designation. Prior to Hive Retirement Planning, Tom spent 24 years working in the Investment Banking division of Credit Suisse.

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

Ballaster Financial to serves working professionals and those with stock compensation achieve their financial goals. Jay has been quoted in the Wall Street Journal, Bloomberg, and Barron's and is an expert on comprehensive wealth solutions.

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.

Based in New York City / Westchester, NY but serving diverse clients throughout the country, Pope Wealth Planning focuses on guiding tech professionals and small business owners/operators, toward financial independence and a secure financial future.

I’m a financial planner for creative professionals and mid-career 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.