Wealth Management

Every client is unique and every financial plan is tailored to what you need. Our planning and investment management focus on your personal goals and take into account all aspects of your finances and lifestyle objectives.

You can depend on us to provide the highest level of asset management, planning and advice to help you achieve a secure, carefree retirement or longer-term wealth accumulation.

Experience

Our advisors have over fifty years of combined experience in financial planning and investment management.

We hold the most respected financial planning credentials and have diverse and deep backgrounds in investment management.

Objectivity

As fee-only advisors, we have no conflicts of interest. We are not affiliated with any investment or insurance companies. We are compensated only for our knowledge, experience and guidance.

We never accept commissions. We select investments solely because they are the best available for achieving your lifestyle objectives.

Trust

We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. As fiduciaries, we act with undivided loyalty to our clients, putting their interests ahead of all else.

You can be comfortable knowing that you are receiving expert financial planning advice and investment management.

Our Commentary

Welcome to CFANY’s blog! This is Paul, Walt and Kerry’s forum for informal discussion of a range of topics. We will be discussing everything from financial markets to taxation and anything related to wealth management and financial planning. We welcome your comments. They can be submitted by clicking on the Contact Us link.

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Capital Financial Advisors of New York, LLC, provides the highest quality fee-only financial planning. It brings together three professionals with many years of financial planning and investment management experience and the most sought after financial planning credentials. We objectively evaluate the most cost-effective ways for our clients to achieve their goals. We develop trusting, long-term relationships with our clients, and we focus on helping you succeed and achieve your personal objectives.