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Find Retirement Advisors for Retirement Planning in Armonk, New York

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Finding the Best Retirement Planners in Armonk, New York

Last Updated - April 25, 2025

Armonk has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Armonk, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Armonk, New York

VERIFIED

John Traut
AWMA^®
Lpl

Qualifications
CRD# 6676325
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$10,000

Address

660 White Plains Rd,
Suite 530,
Tarrytown, NY 10591 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Gerard Gruber
CFP^®, CDFA^®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peter Levine
CFP^®, CLU^®, ChFC^®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

Address

481 8th Avenue,
Suite 1130,
New York, NY 10001 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Doug Frew
CFP^®, ChFC^®, AWMA^®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in Armonk, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	200 Business Park Drive, Suite 103 Armonk, NY, 10504	$319,067,582	1	17	A percentage of AUM, Performance Based, Other (FEES FOR REO SALES AND DUE DILIGENC)
2	4 Miller Circle, Armonk, NY, 10504	$173,400,000	77	3	A percentage of AUM, Hourly charges
3	200 Business Park Drive, Suite 211 Armonk, NY, 10504	$158,127,900	491	2	A percentage of AUM, Hourly charges, Fixed fees
4	80 Business Park Drive, Suite 108, Armonk, NY, 10504	$116,003,615	433	4	A percentage of AUM, Hourly charges
5	200 Business Park Dr., Ste. 300 Armonk, NY, 10504	$37,545,990	56	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Armonk, New York

TRUMAN CAPITAL ADVISORS, LP

Find an Advisor

QualificationsFirm CRD# 156659

Assets Under Management $319,067,582

No. Of Clients1

Clients Per Financial Advisor0

TRUMAN CAPITAL ADVISORS, LP is a financial advisory firm situated in Armonk, New York. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (FEES FOR REO SALES AND DUE DILIGENC)

Financial Planning Services

Portfolio management for pooled investment vehicles

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SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

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QualificationsFirm CRD# 327151

Assets Under Management $173,400,000

No. Of Clients77

Clients Per Financial Advisor26

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT is a financial advisory firm situated in Armonk, New York. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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FORTERIS WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 108314

Assets Under Management $158,127,900

No. Of Clients491

Clients Per Financial Advisor246

FORTERIS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Armonk, New York. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)

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INCOME & ASSET ADVISORY, INC.

Find an Advisor

QualificationsFirm CRD# 124955

Assets Under Management $116,003,615

No. Of Clients433

Clients Per Financial Advisor108

INCOME & ASSET ADVISORY, INC. is a financial advisory firm situated in Armonk, New York. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 433 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

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STUYVESANT CAPITAL MANAGEMENT CORPORATION

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QualificationsFirm CRD# 111998

Assets Under Management $37,545,990

No. Of Clients56

Clients Per Financial Advisor19

STUYVESANT CAPITAL MANAGEMENT CORPORATION is a financial advisory firm situated in Armonk, New York. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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