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Best Financial Advisors in New York City
Financial Planners in New York City Area
New York City has always been synonymous with ambition, opportunity, and financial growth. From Wall Street’s bustling trading floors to small business owners across the five boroughs, financial planning is at the heart of the region’s success story. In 2025, this hasn’t changed—in fact, it’s become more essential than ever.
Financial advisors and planners in New York City are helping families prepare for the future, guiding entrepreneurs as they scale businesses, and giving clarity to professionals navigating today’s uncertain markets. They’re problem-solvers, confidants, and strategists rolled into one.
At Digital Reference, we’ve spent years curating lists of professionals across industries, using transparent research and evaluation methods to spotlight those who stand out.
Methodology: How We Chose These New York City–Based Financial Advisors
🔎 Research-driven: Verified credentials (CFP®, CFA®, CPA), years of experience, and evidence-based planning strategies
📊 Client-reviewed: Authentic testimonials, satisfaction ratings, and measurable financial outcomes
🏆 Industry-recognized: Awards, media features, and thought leadership within the financial planning field
🏙️ Location-based: Advisors rooted in New York City’s dynamic financial landscape, serving both individuals and businesses in the region
The professionals below represent the best of New York City’s financial advisory community. Some run solo practices, some operate boutique firms, and others are leaders within larger institutions.
Highlights on Financial Planners in New York City
♦️Stuart Lempert
Financial Planner at Landmark Wealth Management, LLC
Stuart Lempert has built a reputation as a thoughtful and approachable financial planner in New York City. His career reflects not only technical expertise but also a deep commitment to making wealth management less intimidating for clients.
Why he stands out:
📌 Stuart is known for bridging the gap between high-level strategy and everyday practicality.
✨ He emphasizes education, ensuring clients fully understand their options before making decisions.
🔹 His work has had an outsized community impact, especially in guiding first-generation wealth builders in the region.
♦️Anja Luesink
Financial Advisor, Holistic Planner, Founder of Luesink Financial Planning
With a background in both personal finance and holistic planning, Anja Luesink approaches her work with an eye toward balance—helping clients align financial goals with life priorities.
Why she stands out:
📌 Known for integrating financial literacy into her practice, making her a sought-after speaker and educator.
🔹 She advocates for sustainable investing strategies, giving clients opportunities to grow wealth responsibly.
✨ Her unique cross-cultural insights have helped international clients transition seamlessly into the New York City financial landscape.
♦️Judith Jackson-Maat
Financial Advisor and Mentor
Judith’s career is defined by both her financial acumen and her passion for community impact. She is deeply engaged in mentoring younger professionals and advocates for accessibility in financial planning.
Why she stands out:
📌 Her client approach emphasizes inclusivity, ensuring that underrepresented groups have a seat at the financial table.
✨ She has received recognition for her community-focused initiatives, often blending advisory work with outreach.
🔹 Her coaching style empowers clients to feel confident in their financial decisions.
♦️Jesse Romano, MBA
Financial Advisor at Dayton & Sydney Wealth Strategies Group
With an MBA and years of experience, Jesse Romano combines technical knowledge with a personable approach. He thrives on simplifying financial concepts for his clients.
Why he stands out:
📌 Jesse has a strong background in investment planning and portfolio management.
✨ His MBA training gives him an edge in blending corporate financial insight with personal wealth strategies.
🔹 He’s known for building long-term relationships, helping multi-generational families grow wealth responsibly.
♦️Rick Harter
Financial Advisor, Retirement and Wealth Management Specialist at BlueMark Advisors
Rick Harter’s approach to financial advising reflects both precision and empathy. He understands that every financial decision carries emotional weight, whether it’s saving for a child’s education or preparing for retirement.
Why he stands out:
📌 Rick emphasizes personalized service, ensuring clients feel heard and understood.
🔹 He has a proven record in guiding clients through market fluctuations, offering strategies that prioritize long-term stability.
✨ His thoughtful style makes him a trusted advisor across multiple generations of families.
♦️Michael Angelucci
Financial Advisor at Level Financial Advisors, Inc.
As both an MBA and a Certified Financial Planner, Michael Angelucci brings a rare combination of academic rigor and practical expertise to his advisory work. He’s known for building comprehensive financial roadmaps for his clients.
Why he stands out:
📌 Michael’s CFP credential reflects his commitment to high ethical and professional standards.
✨ He excels at retirement and estate planning, ensuring clients’ long-term goals are protected.
🔹 His career reflects consistent achievement, with clients often praising his ability to simplify complex financial planning.
♦️Juan Carlos Franco
Financial Advisor, and Tech-Driven Planner
Juan Carlos Franco is part of a new generation of advisors reshaping the financial industry. His emphasis on accessibility and innovation resonates with clients seeking clarity in a complex financial world.
Why he stands out:
📌 Has a strong reputation for working with first-time investors, giving them confidence in building portfolios.
✨ Brings bilingual skills to his practice, ensuring greater inclusivity for diverse communities.
🔹 Known for integrating tech-driven tools that make financial planning more transparent and interactive.
♦️Yanique Anderson
Financial Advisor, Community Outreach and Literacy Advocate
Yanique Anderson blends financial knowledge with a passion for community growth. Her work reflects not just technical expertise, but a broader mission to close gaps in financial literacy and access.
Why she stands out:
📌 Recognized for her client-first ethos, ensuring every recommendation is tailored to personal goals.
✨ Actively involved in outreach programs to equip underserved communities with financial skills.
🔹 Known for breaking down intimidating concepts into straightforward, actionable steps.
♦️Stacy Francis
CDFA®, CES™ – President & CEO of Francis Financial, Certified Financial Planner, Wealth Empowerment Advocate
Stacy Francis is one of NYC’s most respected names in financial planning. With multiple credentials—including CFP, CDFA, and CES—she has built a career of excellence while advancing financial empowerment.
Why she stands out:
📌 Widely recognized as an advocate for women’s financial independence.
✨ Founder of several initiatives that blend financial planning with social impact work.
🔹 Frequently featured as a thought leader, contributing expertise to major publications.
♦️Julie Ford
Certified Financial Planner and Certified Public Accountant
Julie Ford combines two powerhouse credentials—CFP and CPA—to deliver comprehensive advice that integrates tax and financial planning. Her dual expertise makes her a sought-after advisor in New York City.
Why she stands out:
📌 Renowned for tax-smart planning strategies that maximize client outcomes.
✨ Experienced in helping clients balance entrepreneurial ventures with personal wealth.
🔹 Known for breaking down sophisticated concepts into approachable, actionable guidance.
♦️Shane Mason
Certified Public Accountant and Certified Financial Planner, Co-Founder of Brooklyn FI
Shane Mason bridges accounting expertise with financial planning, giving clients a truly 360-degree view of their finances. His dual background as a CPA and CFP equips him to handle both strategy and detail with precision.
Why he stands out:
📌 Focuses heavily on comprehensive planning for high-earning professionals.
✨ Known for anticipating client needs during critical life and career transitions.
🔹 His work has been highlighted for combining technical accuracy with creative problem-solving.
♦️Douglas Boneparth
Founder and President of Bone Fide Wealth, Certified Financial Planner
Douglas Boneparth is a nationally recognized advisor who has made a big mark both in New York City and across the financial industry. As a CFP and thought leader, he’s known for speaking directly to the financial realities of millennials and Gen Z.
Why he stands out:
📌 Founder of a financial planning firm dedicated to younger professionals and entrepreneurs.
✨ Frequently featured in the media for his insights on student debt, investing, and entrepreneurship.
🔹 Has cultivated a strong online presence, making financial planning more relatable and accessible.
Shaping NYC’s Financial Future
The financial advisors and planners highlighted here represent the very best of New York City’s professional community. What sets them apart is not only their technical expertise but also their ability to connect with clients on a human level—bridging strategy with practicality, global perspective with local insight, and financial success with community impact.
From guiding first-generation wealth builders to championing inclusive planning, sustainable investing, and intergenerational wealth strategies, these professionals embody the resilience and innovation that define New York City. They aren’t just helping clients manage their money—they’re helping businesses, organizations, and families thrive in one of the most dynamic financial hubs in the world.
At Digital Reference, our mission is to spotlight exceptional talent with transparency and authenticity, making it easier for individuals and organizations to find the guidance they need. If you’re inspired by the advisors featured here, we invite you to explore more of our resources, connect with other professionals, and discover fresh insights into the financial services landscape. Explore more:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Together, let’s keep building a stronger, smarter, and more connected financial future with Digital Reference.
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