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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?