Top financial advisors in Cortlandt Manor, NY
We’ve curated a list of the best financial advisors in Cortlandt Manor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$41,456,773
Number of advisors
1 advisors
| $41,456,773 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cortlandt Manor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cortlandt Manor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
M.a. Whelan Financial Planning
M.A. Whelan Financial Planning, established in 2006 by Maureen Whelan, offers financial planning and investment management services primarily for individuals and families nearing or in retirement. The firm's investment approach involves developing asset allocations based on client risk tolerance and objectives, utilizing mutual funds, ETFs, and other securities. With $58,874,793 in discretionary assets under management as of December 31, 2024, the firm typically operates with discretionary authority, executing trades without prior client consent. Whelan Financial Planning charges fixed fees for services, starting at $2,500 for "Retirement Reviews" and a minimum annual fee of $3,000 for investment management. Clients receive quarterly statements and reports, maintaining ownership of their assets. The firm does not charge performance-based fees and requires a minimum account size of $300,000 for investment management services. Whelan Financial Planning's investment strategies focus on asset allocation decisions and minimizing costs, primarily using mutual funds and ETFs. The firm does not have any disciplinary history and is not affiliated with other financial entities. Maureen Whelan, the President and CCO, holds a CFP® designation and has a background in finance and accounting.
$41,456,773 under management
1 advisor
Fee structure
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cortlandt Manor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cortlandt Manor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.