Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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.
Southampton
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Southampton,
New York
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Southampton,
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
Southampton, New York.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 18 Years | Not Specified | $250,000 | Fee-Only | |
| 15 Years | $7,000,000,000 | Not Specified | Fee-Based | |
| 15 Years | Not Specified | $500,000 | Fee-Only | |
|
Edelman Financial Engines, LLC
1130 RXR Plaza, Suite 1130, Uniondale, NY 11556 1485 South County Trail, East Greenwich, RI 02818 10 Bank Street, White Plains, NY 10606 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 5432187
Firm CRD# 250787
Series 63, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
66 Commack Rd,
Commack,
NY
11725
Phone Number
631-800-3667
As the President and Founder of Integrity Point Advisors, I have dedicated my career to helping individuals and families build secure financial futures. With over a decade of experience in the financial industry, I specialize in guiding pre-retirees through the intricate process of retirement income planning, ensuring their 401(k)s and other investments generate lasting income. My career began after earning a Bachelor of Science in Business Administration from William Paterson University. Since then, I've held key positions at leading financial institutions like Merrill Lynch, Citi Personal Wealth Management, and TD Ameritrade, where I managed over $700 million in client relationships. These experiences have equipped me with the knowledge and expertise to create customized financial strategies that adapt to my clients' unique goals, circumstances, and life stages. At Integrity Point Advisors, I act in the capacity of a fiduciary. This means that I am legally and ethically bound to put your interests first-always. Unlike many financial firms, we do not sell any products. Our sole focus is on providing unbiased, tailored advice to help you achieve financial security. I believe in transparency and integrity, ensuring that every decision is made with your best interests at heart. My approach is entirely client-centric. I work closely with each of my clients to craft personalized, flexible financial strategies that evolve as their life and goals change. Whether you're looking to maximize your retirement savings, minimize taxes, or pass on wealth to your heirs, my mission is to ensure that your financial choices align with your personal values and long-term vision. When you partner with me, you're not just getting a financial advisor - you're gaining a trusted advocate who is committed to helping you achieve financial peace of mind without any hidden agendas or conflicts of interest. We break away from the traditional sales-driven model to provide advice rooted in integrity and trust. Outside of work, I live in Kings Park, NY, with my wife Diamantina and our two children, Stelio and Nia. When I'm not working to help clients achieve their financial goals, you can find me playing the guitar or staying active through bodybuilding, biking, running, and hiking. I believe that just like staying physically fit, maintaining financial health requires discipline and a well-structured plan. I look forward to the opportunity to work with you, helping you navigate your financial journey with confidence and clarity.
About Integrity Point Advisors Welcome to Integrity Point Advisors, where your financial future is our foremost priority. We are proud to be part of Gladstone Wealth Partners, which has over $20 billion in assets under management. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management. Who We Are At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals. Fiduciary Commitment At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer. Breaking the Traditional Mold Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest. Building Lifelong Partnerships Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.
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
Firm CRD# 288239
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1 Corporate Drive,
Suite 225,
Shelton,
CT
06484
Phone Number
475-600-2501
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals. As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
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, Insurance Products & Annuities
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
684 Broadway,
Massapequa,
NY
11758
Phone Number
212-597-2249
Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency. Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest. In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.
We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1130 RXR Plaza,
Suite 1130,
Uniondale,
NY
11556
Phone Number
877-208-7414
Office Location
1485 South County Trail,
Suite 101,
East Greenwich,RI 02818
Phone Number
877-208-7414
Office Location
10 Bank Street,
Suite 1215,
White Plains,NY 10606
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
