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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bridgehampton
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1
non-vetted advisors in your local area. These financial advisors in
Bridgehampton,
New York
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Bridgehampton,
New York
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Bridgehampton, New York.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Philip Capell
CFP®, JD, MS in Tax PIERMONT WEALTH MANAGEMENT INC. 48 South Service Road, Suite 102, Melville, NY 11747 |
24 Years | $0 | $500,000 | Fee-Only |
|
Masa Yamazaki
CPWA®, CEPA®, CDFA® OXLER PRIVATE WEALTH 800 Westchester Ave, Suite 641N, Rye Brook, NY 10573 |
14 Years | $0 | $1,000,000 | Fee-Only |
| 25 Years | $1,300,000 | $100,000 | Fee-Only |
Qualifications
CRD# 4544394
Firm CRD# 119376
Compensation/Fee Fee-Only
Office Location
48 South Service Road,
Suite 102,
Melville,
NY
11747
Phone Number
631-454-1585
Mr. Capell, CEO of Piermont, has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each client's financial needs, be it capital preservation or growth, income at retirement, and/or tax planning. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his client's objectives and risk tolerance. Philip is married with two sons and a daughter residing on Long Island. He is a multi-marathon finisher and an Ironman triathlon finisher. Education: College: Cornell University, Ithaca, New York, B.S. 1987. Law School: Washington School of Law, American University, Washington D.C., J.D. 1990. Graduate School: Pace University, New York, New York, M.S. in Taxation 1998. Memberships, Organizations & Offices: National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization. Financial Planning Association - member. Community, Articles & Pro Bono Activities: Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) Past Lecturer for Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.
PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
800 Westchester Ave,
Suite 641N,
Rye Brook,
NY
10573
Phone Number
212-785-2860
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.
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
Qualifications
CRD# 5264079
Firm CRD# 314128
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
125 Central Avenue B9,
Rye,
NY
10580
Phone Number
914-393-4684
Bozidar is quantitative oriented advisor and portfolio manager. He is PhD, a CFA® charterholder and has Certificate in Quantitative Finance. His long career includes hedge fund strategies, long only strategies, portfolio and risk research and managing multi asset portfolios for individuals, families, as well as institutional investors. In his last corporate role he was a Chief Portfolio Strategist of a private bank responsible for 3 Bln USD in invested assets. His focus is on providing financial advice that has clients best interest at the center. We build resilient portfolios with the goal of minimizing the market downturns.
Our services are for you if you are serious about securing your and your family's future and want someone to help you with your best interest in mind. We will never serve interests of mega banks, funds, insurance companies, activists or global scoundrels like World Economic Forum. Our approach is not "sales strategies", we engage in collaborative and educational work. Which means we are going to work with you to fully understand the reasoning for every one of our proposals before anything is implemented. On the other hand if you have goals that are not consistent with prudent investment such as virtue signaling, ESG, get rich quick, ponzi schemes, fads, meme stocks, crypto, we are not for you. We cannot reconcile our fiduciary duty with such activities and would advise you to take business elsewhere.
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, Insurance Products & Annuities
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2385 Montauk Hwy, Bridgehampton, NY 11932 | 631-613-1616 |
You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.
The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.
When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.
New York has a variety of different types of financial advisors to meet diverse needs including:
Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.
Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.
Financial planners: Address financial areas like budgeting, saving, and goal planning.
Retirement planners: Focus on helping individuals plan for their retirement years.
Robo-advisors: Leverage technology to provide automated investment solutions.
To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
