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Find Top Financial Advisors in Woodbury, New York

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Woodbury, New York, is a small town on the southern tip of Orange County, New York. Woodbury has a cost of living 65% higher than the national average, making it a really expensive area to live in. Finding a financial advisor to work within your specific financial needs, for an area with a higher cost of living such as Woodbury, could be greatly beneficial to your financial future. Connecting with the right financial advisor who you can trust to meet your financial goals may be quite daunting at first, as there are over 3500 advisors in the New York area. Woodbury itself has over 350 financial advisors to choose from. You'll want an experienced financial advisor, licensed in the state of New York with the knowledge of specific tax implications on investments etc., and that's where WiserAdvisor may be able to help. We help individuals and families find and compare fiduciary financial advisors that meet their requirements. Each financial advisor is screened prior to adding them to our network.


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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Woodbury, New York.

Finding the Top Financial Advisor in Woodbury, New York
Last Updated - 27-Nov-2022

Woodbury has 13 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in Woodbury, New York have an average of 14 years of experience.

NOTE: The list of financial advisors in Woodbury, New York mentioned below do 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 Woodbury, New York.

Qualified Financial Advisors in Woodbury, 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 $100M-$200M $500,000 Fee-Only
Paresh B. Shah
CFP®
PARESHAH PARTNERS LLC
960 South Broadway, Suite 115-B,
Hicksville, NY 11801
26 350 million None Not Specified
Emil Ben David
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1130 RXR Plaza,
Uniondale, NY 11556
8 Not Specified Not Specified Fee-Based
John Patsy
CLTC®, CFP®, RICP®
LPL FINANCIAL
900 Route 111,
Suite 280,
Hauppauge, NY 11788
14 Not Specified $50,000 Fee-Based
Nick Friedman
CFP®
EDELMAN FINANCIAL ENGINES, LLC
10 Bank Street,
White Plains, NY 10606
8 Not Specified Not Specified Fee-Based
Walter Varian
EDELMAN FINANCIAL ENGINES, LLC
340 Madison Avenue,
New York, NY 10173
15 Not Specified Not Specified Fee-Based
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed 1500000000 Not Specified Fee-Only
Farther
FARTHER FINANCE, LLC
Four World Trade Center,
150 Greenwich St, Ste 2946,
New York, NY 10007
Not Disclosed Not Specified $500,000 Not Specified
Personal Capital
PERSONAL CAPITAL
---,
Prince, NY 10012
11 $22,400,000,000 $100,000 Fee-Based
Brian Deutsch
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
650 From Road,
Paramus, NJ 07652
9 Not Specified Not Specified Fee-Based
Stephen Sassi
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
406 Forest Ave.,
Staten Island, NY 10301
14 Not Specified Not Specified Fee-Based
Sal Marino
AWMA®, CFP®, CMFC®
EDELMAN FINANCIAL ENGINES, LLC
328 Newman Springs Road,
Red Bank, NJ 07701
24 Not Specified Not Specified Fee-Based
Kevin Shea
CFP®, CFA®
EDELMAN FINANCIAL ENGINES, LLC
51 JFK Parkway,
Short Hills, NJ 07078
5 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Woodbury

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.

About Piermont Wealth Management Inc.

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# 4727940
Firm CRD# 131167
Series 7, 63, 65

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 960 South Broadway, Suite 115-B,
Hicksville,
NY
11801
Phone Number 516-268-3446

Paresh Shah is a Wealth Strategist since 1996, helping individuals and businesses across the US to co-create innovative financial strategies that protect for today and build for tomorrow. Paresh is licensed to educate CPAs (CPE presenter) as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. Paresh was also the co-host and speaker of a new talk show "Your Money - Your Taxes" for the South Asian channel - ITV Gold. Long Island Business News awarded Paresh "2016 Honoree - Diversity in Business Award". Paresh is a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. He supports Health-Care and Education Initiatives for the financially challenged. Paresh is the Past-President of the Long Island Chapter of IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board and Past President of The Old Campionites' Association. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara and The Sister Nivedita Foundation in Rajkot all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH). He is now on the board of the IIT KGP Foundation. Paresh resides in Hicksville, NY with his wife Shimul. Their son Shamik, is pursuing Psychology at Hunters College in NYC. Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.

About PareShah Partners LLC

PareShah Partners is founded with a mission to help more people with their financial planning using our distinct approach and strategies. Having someone help to provide guidance with financial plans gives you confidence, freeing you to spend time on what you truly wish to do. We, at PareShah Partners, help ensure you have your goals and needs in place; we guide you along with the steps to pursue financial freedom so you can eventually have more time for your family and can continue with your passions.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5723861
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1130 RXR Plaza,
Uniondale,
NY
11556
Phone Number 516-252-1413

As a financial planner, my job is to build relationships and create plans to help my clients reach their goals and objectives. Whether they're focused on purchasing a home, saving for a child's education or planning for a secure retirement, I help turn those dreams into reality. In my free time, I'm an avid reader and enjoy spending time with my family and volunteering in a variety of community service activities.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2772152
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 900 Route 111,
Suite 280,
Hauppauge,
NY
11788
Phone Number 631-350-7024

I am an independent CERTIFIED FINANCIAL PLANNER professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am also a Retirement Income Certified Professional® who is securities registered and licensed for life, health, disability, and long term care insurance. I am affiliated with LPL Financial, a leading independent financial services firm. Through comprehensive planning I work with my clients to review their financial position relative to their financial goals and develop a plan of action to help achieve those goals. I foster an ongoing relationship through regularly scheduled meetings to help keep their financial plan on track as their life situation and the economy and markets change.

About LPL Financial

LPL Financial is a national independent broker/dealer headquartered in San Diego, Boston, and Charlotte that supports its advisors with independent investment research, financial planning and insurance expertise.


Qualifications CRD# 5465081
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 10 Bank Street,
White Plains,
NY
10606
Phone Number 914-618-3002

Helping my clients plan their financial future and look forward to the retirement they deserve is what makes my work as a financial planner so rewarding. Outside of work, I'm usually doing one of three things: enjoying the outdoors with my family and dogs, serving as head coach of the Briarcliff High School Boys Varsity Basketball team, or agonizing over/rooting for the Jets, Mets and Knicks.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5322696
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 340 Madison Avenue,
New York,
NY
10173
Phone Number 646-779-2102

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 110130
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number 212-796-8729

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


Qualifications Firm CRD# 302050

Compensation/Fee Based on Assets


Office Location Four World Trade Center,
150 Greenwich St, Ste 2946,
New York,
NY
10007
Phone Number 720-744-2145

About Farther Finance, LLC

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

Advisory Services Provided:

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


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 6229434
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 650 From Road,
Paramus,
NJ
07652
Phone Number 201-289-5082

I am passionate about helping my clients achieve financial security and reach their retirement goals. I've been a financial planner since 2013 after spending a decade as a high school special education teacher and administrator. I take my clients' trust very seriously, and I work hard to be worthy of it every single day. In my spare time, I enjoy exploring the outdoors with my wife Laura and our two children, Ava and Jacob.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4873236
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 406 Forest Ave.,
Staten Island,
NY
10301
Phone Number 718-313-0303

As a financial advisor, I believe that financial planning and investment management go hand in hand. It is an honor and a privilege to help clients gain the confidence and peace of mind that comes from having a purposeful and comprehensive strategy in place. Outside of the office, I enjoy spending time with family and friends.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2180944
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number 732-704-7213

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I've been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they've worked so hard to achieve. Outside of work, you'll find me spending time outdoors with my wife and children or exercising to stay healthy.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5692654
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 51 JFK Parkway,
Short Hills,
NJ
07078
Phone Number 862-206-7431

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Woodbury, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
VANDERBILT ADVISORY SERVICES
125 Froehlich Farm Blvd.,
Woodbury, NY 11797
$1,042,798,421 4420 A percentage of AUM
Hourly charges
Fixed fees
FUSION FAMILY WEALTH, LLC
88 Froehlich Farm Boulevard , Suite 401,
Woodbury, NY 11797
$912,214,102 1122 A percentage of AUM
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
CONSOLIDATED PORTFOLIO REVIEW CORP
125 Froehlich Farm Blvd.,
Woodbury, NY 11797
$601,513,554 1753 A percentage of AUM
Hourly charges
SPIELBERGER & BROOKS, INC.
7600 Jericho Turnpike , Suite 305,
Woodbury, NY 11797
$377,591,798 236 A percentage of AUM
Performance Based
U.S. WEALTH GROUP, LLC
7600 Jericho Turnpike , Suite 303,
Woodbury, NY 11797
$126,044,330 262 A percentage of AUM
Performance Based
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
7600 Jericho Turnpike , Suite 304,
Woodbury, NY 11797
$89,460,498 460 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS)

    List of Additional Advisors in Woodbury, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Hochheiser, Deutsch & Co
    Inquire with Hochheiser,
    250 Crossways Park Drive, Woodbury, NY  11797 516-677-6208
    Physician Financial Services
    Inquire with Physician
    250 Crossways Park Drive, Woodbury, NY  11797 516-677-6211
    Jenna Muscarella, MBA CFP
    Inquire with Jenna
    1000 Woodbury Rd, Ste 300, Woodbury, NY  11797 631-385-5320
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      Frequently Asked Questions

      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 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.

      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?