Best Financial Advisors in White Plains

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

White Plains Financial Landscape

As the commercial hub of Westchester County, White Plains boasts a robust economy supported by finance, healthcare, and retail sectors. The city serves as a key transportation nexus, enhancing its economic appeal.

Major industries
Finance, Healthcare, Retail
Population
57.9K (metro: 1.2M)
Median household income
$85,000
Unique needs
White Plains requires strategic planning in real estate and economic diversification to mitigate risks.
Market Insights
Economic Growth
According to BEA (2023), White Plains has shown steady economic growth, with a focus on expanding its service sectors.
Wealth Demographics
According to Census (2023), the median income in White Plains is approximately $85,000, reflecting a relatively affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in White Plains are increasingly specializing in real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in White Plains is higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), White Plains' real estate market is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), White Plains offers a favorable business climate, attracting new companies and fostering innovation.

Top 5 Financial Advisors in White Plains

Wealth Habits
★ ★ ★ ★ ★ 5
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
CPC Wealth Management
★ ★ ★ ★ ★ 5
Merrill Lynch Financial Advisor Paul McKirgan
★ ★ ★ ★ ★ 5
Fox Financial Services Inc
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in White Plains, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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White Plains-Specific Expertise
For White Plains residents working in Finance, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
White Plains' finance sector concentration poses risks; housing market volatility and flooding are concerns. Diversify investments to stabilize economic growth.

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Find Financial Advisors in Nearby Cities

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