Find a financial advisor in New York

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.

Are you Cultivating Wealth? You may have a complex financial life and substantial investments, but still struggle to connect your financial goals to your real life. Our team is passionate about supporting your path to your best life. Your investment portfolio is only one part of the picture. We will analyze your personal financial situation; help you set financial goals and implement plans to achieve them.

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. 🔥

I have a desire to help women with their financial lives, taking complex financial topics, and simplifying it, while making it relevant to their lives. I serve women of faith who are going through transitions – whether through career changes, planning for retirement, retired, recently divorced or sadly, widowed. I empower you by creating a financial path forward, so that you can have a roadmap and a guide to your destination of financial freedom.

I help individuals and families develop and implement financial plans, leading to more clarity and less stress in their retirement years. I am a fiduciary, serving in a fee-only and advice-only capacity.

I provide tax-efficient financial counsel to successful people to help them make better financial choices, and reduces uncertainty around money that facilitates more informed decisions.

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.

My relationships with my clients are based on careful listening, down-to-earth discussions and thoughtful solutions. I help my clients navigate a complicated financial landscape by remaining focused on three foundational questions: Where are you now? Where do you want to be? What’s the most efficient and viable path towards getting there?

Hi! We specialize in helping you make the most of your retirement resources. We help you create comprehensive retirement income plans which cohesively integrate Social Security, pensions, investments, annuities, taxes, housing, healthcare decision, etc.

GreenLife Advisors (GLA) educates and empowers families for financial success. Hi, I'm Tamara, proud owner of GLA. I am a Certified Financial Planner™ and a CFA Charterholder. We offer flat fee services. Let’s start today.