Ways to browse Flat-fee advisors serving White Plains, NY

Pick a specialty to browse more Flat-fee advisors serving White Plains, NY.

Browse by specialty

Find advisors serving White Plains, NY who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,482
Retired	3,385
Wealth management	3,095
Executive	2,780
Tax-loss harvesting	2,521
Retirement plans for business owners (SEP, solo 401k)	2,179
Private / alternative investments	1,544
Business exit / sale strategy	1,285
Options & derivatives strategies	875
Charitable giving & philanthropy	788
Active portfolio management	776
General retirement planning	776
ESG / Sustainable investing	690
College savings (529s, UTMA, etc.)	654
Self-Employed	647
HENRY (High Earners, Not Rich Yet)	607
Approaching retirement	605
Annuities	550
Retirement income strategy	550
Concentrated stock management	483
Passive / index investing	282
Cash flow / budgeting	238
Long-term care insurance	198
Financial Professional	194
Real estate investing	181
Established Professionals	178
Social Security optimization	156
Mid-Career Professionals	139
General estate planning guidance	135
Business succession planning	109
Business ownership considerations	101
General tax planning	96
Income planning	77
Debt management	54
Retirement withdrawal strategies	50
Equity compensation tax strategy	46
Women Professionals	46
Divorce financial planning	40
Factor investing / smart beta	28
Tax strategies for small businesses	28
Values-based investing	27
Young Professionals	19
Business sale tax planning	18
Multi-generational wealth transfer	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Expats	11
Family Business	11
Medicare planning	11
Doctor or Medical Professional	9
Charitable giving tax strategies	7
Elder care planning	6
Life insurance needs analysis	6
Business Financial Management	5
Planning for children with special needs	3

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