Ways to browse Independent advisors serving White Plains, NY

Pick a specialty to browse more Independent 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	1,313
Options & derivatives strategies	1,311
Wealth management	1,301
Active portfolio management	1,119
Private / alternative investments	1,023
Executive	883
Concentrated stock management	708
Tax-loss harvesting	639
Retirement plans for business owners (SEP, solo 401k)	565
General retirement planning	386
Real estate investing	377
Retired	354
Passive / index investing	348
ESG / Sustainable investing	347
Retirement income strategy	323
College savings (529s, UTMA, etc.)	283
Charitable giving & philanthropy	271
Income planning	248
Cash flow / budgeting	197
Annuities	188
General estate planning guidance	152
Business exit / sale strategy	146
Equity compensation tax strategy	137
General tax planning	132
HENRY (High Earners, Not Rich Yet)	111
Business succession planning	77
Business ownership considerations	73
Debt management	63
Retirement withdrawal strategies	57
Approaching retirement	51
Social Security optimization	51
Tax strategies for small businesses	44
Mid-Career Professionals	43
Values-based investing	42
Divorce financial planning	41
Factor investing / smart beta	38
Financial Professional	30
Established Professionals	28
Women Professionals	25
Young Professionals	20
Business sale tax planning	18
Expats	18
Long-term care insurance	18
Self-Employed	17
Charitable giving tax strategies	15
Cross-border / expatriate tax planning	14
Equity Recipients (RS/RSU, SOP, ESPP)	14
Multi-generational wealth transfer	14
Life insurance needs analysis	12
Attorney	11
Medicare planning	11
Doctor or Medical Professional	9
Family Business	9
Elder care planning	8
Retired	7
Sandwich Generation	7
African Americans/Black	5
Business Financial Management	5
Widow/Widower	4
Young Families	4
Planning for children with special needs	3

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