Top financial advisors in White Plains, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a financial advisor in White Plains, NY if you're navigating estate planning and want to avoid unexpected tax bills that can arise just above exemption thresholds. A common mistake is underestimating how these estate tax cliffs can impact your heirs and overall legacy.
- Estate tax expertise. Confirm how the advisor plans around New York's estate tax exemption to minimize surprises.
- Legacy preservation. Ask how they balance tax efficiency with your personal wishes for asset distribution.
- Coordination with legal counsel. Effective advisors work closely with your estate attorney to align financial and legal strategies.
- Experience with local regulations. Ensure they understand New York-specific tax laws that differ from federal rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason D
Series 65
White Plains, NY
Milagre Wealth Management, Inc.
Jason Dos Santos in White Plains, NY, offers active portfolio management with a focus on discretionary investment management and financial planning for individuals, trusts, and estates. His firm, Milagre Wealth Management, uses a blend of fundamental and technical analysis and charges a 1.50% AUM fee, distinguishing him with an independent approach and experience since 2020.
Experience: 0 years
Avg account: $331,215
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John B
Series 63, Series 65
White Plains, NY
Hightower Advisors
John Buffa's 27 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate New York's estate tax complexities for high-net-worth clients. Operating within the large firm Hightower Advisors, he offers flat-fee financial planning and employs a mix of strategic and tactical asset allocation, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 28 years
Avg account: $2,848,795
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Frank D
Series 63, Series 65
New York, NY
ARCH Global Advisors, LLC
Frank Davidson's 33 years of experience and Series 63 and 65 licenses position him well to address estate planning challenges in White Plains, NY, especially with his expertise in tax-loss harvesting and wealth management. Operating within LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including high-net-worth households, which may provide broader resources compared to smaller firms.
Experience: 33 years
Avg account: $489,498
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Lawrence B
Series 63, Series 65
White Plains, NY
OSAIC
Lawrence Brown's 32 years of experience and Series 63 and 65 credentials equip him to navigate New York's estate tax complexities, especially given his role as trustee for multiple family trusts. Operating within OSAIC, a large firm with diverse client services and technology-driven portfolio management, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent costs and seasoned guidance in White Plains.
Experience: 33 years
Avg account: $398,336
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John F
Series 63, Series 65, Series 66
White Plains, NY
J.P. Morgan Securities
John Ford's 28 years of experience at J.P. Morgan Securities equip him to navigate complex wealth management needs in White Plains, including estate planning considerations tied to local tax laws. His background with large institutional advisory services and a 0.30% annual AUM fee distinguishes him from others by offering a blend of personalized wealth advisory and robust institutional resources.
Experience: 28 years
Avg account: $318,381
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