Compare 2-3 financial advisors in Local

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

About Heritage Capital, LLC

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Cody St. John is a dedicated financial advisor passionate about assisting individuals and families in achieving their financial goals. With a commitment to delivering comprehensive financial services and investment management, he specializes in portfolio construction, asset management, investment strategies, and retirement planning. Cody's tailored approach ensures that each client's unique needs and objectives are met effectively.

About LPL Financial | Arrowhead Financial Group

LPL Financial is a leading wealth management firm that serves as an independent broker-dealer, RIA custodian, and provider of third-party services for financial professionals, RIA firms, and institutions. With a history spanning over 30 years, LPL is renowned for its commitment to financial advisor independence, rooted in the principle that the firm should work for the advisor, not vice versa. Originally founded in 1989 through the merger of Linsco and Private Ledger, LPL has grown to become the nation's leading independent broker-dealer, offering a range of business model options to support financial institutions, RIA firms, and advisors seeking varying degrees of operational support.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business. He is active in a variety of local charitable and community organizations.

About BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning

Masa is a Principal and Co-Founder of Oxler Private Wealth, a family owned and operated wealth advisory firm offering financial care to women and families. Masa's primary responsibility is customized wealth and portfolio management. He oversees client portfolios and their asset allocations, and guides clients through comprehensive financial and estate planning strategies, working closely with their other trusted advisors. Empathic and patient, Masa thrives on spending time with clients to develop a deep understanding of their lives and what is important to them. Thoughtful listening helps Masa to align his advice with his clients' aspirations and values. His strong sense of discipline supports clients on their path to achieving their goals and to living enriched, fulfilling lives. He also has a special interest in guiding and educating second- and third-generation clients. Masa pulls from his broad experience of more than two decades in investment banking, wealth management and small business development to help clients navigate through all aspects of their financial lives. Prior to Oxler, Masa was Senior Director of the Private Client Division at Oppenheimer & Co. Inc. Earlier he was senior vice president of Sales and Marketing for Acolyte Technologies Corp.; a Financial Advisor at Citi Smith Barney; Investment Banking Associate at CIBC Oppenheimer Corp.; and Financial Analyst for the Debt Capital Markets division of Goldman, Sachs & Co. Masa received a BS in biology from Duke University and is a Certified Private Wealth Advisor^® (CPWA^®) professional. The CPWA is an advanced professional certification and education program for advisors who serve high-net-worth clients. CPWA designees have met certain experience requirements, successfully completed coursework in advanced wealth management at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering asset protection, executive compensation plans, stock options, tax-efficient portfolios and business, retirement, charitable, tax and estate planning. The designation requires ongoing continuing education credits to maintain the certification and to stay abreast of the latest trends, strategies, and laws in order to serve clients with sophisticated wealth management. Masa has held a series 7 and currently holds a series 66 license. Masa can be found training for a marathon, cold plunging, practicing yoga, meditating or cooking meals for his family. As a former equestrian, he maintains his love for horses and the countryside. He lives with his wife, Lisa, and their two daughters in Westchester, New York. Masa proudly works side by side with his father-in-law, Jonathan, and sister-in-law, Jessica.

About Oxler Private Wealth

We help take care of your financial health so that you can focus with confidence on what matters most to you. Through a clear, sound and relatable approach to financial planning and investment management, we make it our goal to provide insight, resources and strategies to help you thrive in your diverse roles within your family, profession and the broader world.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Since 2011, I've had the opportunity as a financial planner to help my clients navigate through their unique challenges and work toward reaching their financial goals and dreams like purchasing a home, saving for education and planning for a successful retirement.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

About Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

A financial planner since 2007, I take great pride in working with my clients on complex topics in a way that is easy to understand. That way, we can collaborate on creating the best plan possible for their unique life situation and help get them to the retirement they deserve. When I am not at work, I enjoy playing paddle tennis with friends, spending time with my family and am active in community service in my hometown of Darien, Connecticut.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth. Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements. Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Napatree Capital

Napatree Capital is a boutique wealth management firm focused on high net worth individuals and endowments. We create our own proprietary strategies based on in depth analysis of company fundamentals. Through frequent clear communication, we build a custom portfolio that matches your unique goals and needs. At Napatree Capital, we're not selling someone else's ideas. We are the engineers of our own investment solutions. Our years of technical experience and market study inform our philosophy - one that embraces disciplined, long-term investment in companies with strong fundamentals. What does that mean for you? Unlike many firms that act as retail outlets for investment products, you are coming straight to the source. We approach portfolio management with analytic rigor, looking at relative value amongst asset categories, so that your assets are allocated to those that best align with your financial goals and objectives. We are fiduciaries. To be a fiduciary means to be legally and ethically bound to act in someone's best interest. This is our number one priority at Napatree. While no one can predict the markets, we study and map our investment strategies and monitor your account performance so that the decisions we make are in your best interest. Always. It has been said that the highest form of flattery is a referral. For a current client to recommend our services to family or friends is an honor we strive for and one which we frequently receive. Our focus on earning trust, delivering results, and communicating clearly and frequently has helped us achieve the status of a highly recommended advisor.