Saugerties, NY Office

Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, serving both high‑net‑worth and non‑high‑net‑worth clients. It offers portfolio management for individuals alongside tax and estate planning reviews, risk management, retirement planning, and business development support.

Taconic tailors portfolios to clients’ goals, tax situations and risk tolerances and generally emphasizes passive, diversified strategies using no‑load mutual funds, exchange‑traded funds, U.S. government securities and cash instruments to manage cost and tax consequences. For ongoing relationships the firm typically acts on a discretionary basis and may delegate implementation and ongoing management to an independent sub‑advisor (Asset Dedication), while selecting and overseeing that sub‑advisor.

The firm operates on a fee‑only basis and, unlike most peer team firms, charges a fixed retainer instead of a percentage‑of‑assets fee; it also does not accept commissions or participate in wrap programs. Taconic is a member of the Alliance of Comprehensive Planners and manages approximately $246 million in discretionary assets with a four‑advisor team, combining internal planning tools, standing authorizations to facilitate fee deductions, and occasional use of third‑party managers for execution.