Westchester Financial Advisors
Westchester Financial Advisors was established in early 2016 based on a shared vision to serve clients with the objectivity, the independence and the wisdom that comes along with over 25 years of individual experience. Marathon Financial, Herkert Financial Planning and Berkowitz Wealth Management were brought together to create a warm, friendly customized environment at 220 White Plains Road in Tarrytown. While each advisor works independently with their clients, the ability to collaborate and share deep knowledge adds tremendous value to the practice.
Barry, Tom and Ron met in the early 1990s while building their independent financial planning practices with Veravest Investments in Tarrytown, NY. While working closely together for almost three decades, they shared strategies, philosophies and values. Their businesses, along with their friendship, took shape. In 2003 their group left Veravest to join one of the leading Independent broker dealers, Kestra Investment Services, LLC (formerly NFP Securities, Inc). Kestra Investment Services' independent advisor model provided them greater ability to work toward serving their clients objectively and as fiduciaries. They continue to be associated with Kestra Investment Services at their new location.