Who We Are
We are independent CERTIFIED FINANCIAL PLANNER™ Professionals, fully committed to our clients’ interests in mind.
How We Work
We work as your partner and advocate creating tailored solutions on a fiduciary basis.
What We Offer
We offer comprehensive wealth management and retirement planning strategies.
Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Contact UsHelpful Content
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Building Your Financial Dream Team
Learn how different financial professionals can work together to support your goals and strengthen your financial future.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Understanding the Basics of ESG Investing
Find out how to align your money with your personal values with this helpful introduction to sustainable investing.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?