Savant Wealth Management
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New York | New York

New York, New York

545 Fifth Avenue, Suite 1108
New York, New York 10017
Phone: 212.273.0400
New York, NY
  • New York, New York

Financial Advisors in New York, NY

At Savant Wealth Management, our New York, NY, advisors can help individuals and families make informed financial decisions aligned with their long-term goals. As a fee-only firm, we provide fiduciary guidance designed to help put your best interests first. Whether you’re preparing for retirement, managing significant wealth, or navigating a complex financial situation, our team provides personalized strategies to help you move forward with clarity. 

From our office at 545 Fifth Avenue, Suite 1108, we typically work with individuals and families who have $750,000 or more in investable assets, as well as those approaching significant financial milestones such as retirement, business transitions, liquidity events, or inheritances. Through both in-person and virtual meetings, our advisors can help clients navigate retirement planning, estate planning, tax strategies, investment management, and other important financial decisions. If you’re looking for a financial advisor in New York, schedule a call to start a conversation with our team. 

Why Work with a Financial Advisor in New York, NY, at Savant? 

Choosing a financial advisor in New York involves more than finding an office nearby. It’s about partnering with a team that understands your financial priorities and provides objective guidance aligned with your goals. At Savant Wealth Management, our New York advisors are committed to providing fiduciary, fee-only advice designed to help you make informed decisions and pursue long-term financial goals. 

Our approach integrates investment management, retirement planning, tax strategies, and estate planning into a coordinated financial plan. By bringing these important areas together, we can help clients gain a clearer understanding of their financial picture and make more informed decisions. 

Working with a local New York financial advisor also provides the benefit of ongoing support and personalized guidance. As your financial circumstances evolve, we can help ensure your strategy evolves with them. 

Financial Planning Services Offered at Our New York Office

At our New York location, we primarily assist women who have experienced or are navigating divorce. We designed our integrated team approach to help address the full scope of your financial life and help ensure your goal-driven financial plan is cohesive while you navigate this part of your life. 

Retirement Rules

Services for Individuals & Families

From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.

Family Office Services

For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.

Business Advisory Services

Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Navigate the Challenges of Divorce, financial tools and resources, New York

Financial Planning Tools and Resources for New York Residents

Navigating major financial decisions often starts with access to the right information. Our New York team provides educational resources, planning tools, and financial insights designed to help you evaluate your options and make informed decisions with clarity. Whether you’re planning for retirement, managing wealth, or navigating a significant life transition such as divorce, these resources can help support your financial journey. 

Savant's Views & News

Upcoming Webinars

Is It Time to Move? Financial Considerations for Retirees

Is It Time to Move? Financial Considerations for Retirees

October 21 | 1:00 PM CT

Considering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.

Register Today
Decisions that Might be Costly in a High-Net-Worth Divorce

Decisions that Might be Costly in a High-Net-Worth Divorce

October 22 | 1:00 PM CT

Have at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.

Save Your Seat
Beyond the Algorithm: Where AI Falls Short for Wealthy Investors

Beyond the Algorithm: Where AI Falls Short for Wealthy Investors

October 28 | 1:00 PM CT

Explore AI’s role in wealth planning and where human guidance still matters. For those with $750K+ saved.

Register Today
Year-End Tax Planning for Investors with Significant Wealth

Year-End Tax Planning for Investors with Significant Wealth

November 4 | 1:00 PM CT

Learn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.

Sign Up
Tax-Savvy Retirement Planning for Affluent Investors

Tax-Savvy Retirement Planning for Affluent Investors

November 10 | 1:00 PM CT

Have at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)

Save Your Seat
What University Professionals May Overlook About Retirement Planning

What University Professionals May Overlook About Retirement Planning

November 12 | 1:00 PM CT

Understand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.

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Webinars On Demand

Webinars On Demand

Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!

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FAQs About Financial Advisors in New York

What does it mean to work with a fiduciary financial advisor in New York?

A fiduciary must act solely in your best interests. At Savant, we embrace this responsibility by offering transparent, commission-free guidance tailored to your financial goals.

What should I bring to my first meeting with a financial advisor in New York?

To help us get a full picture of your finances, please bring documents like tax returns, investment summaries, insurance coverage details, and any estate-related paperwork.

How do I get to the Savant office in New York, NY?

Located at 545 Fifth Ave., Suite 1108, in Midtown Manhattan, our office is easily accessible via public transportation, with nearby subway stations including Grand Central Terminal and the Fifth Ave.-Bryant Park station. Paid parking is available in the vicinity.

Can a financial advisor help during or after a divorce?

Yes. A financial advisor can help evaluate the financial implications of divorce, including asset division, retirement accounts, cash flow planning, investment strategies, and long-term financial goals. Working with an advisor can help provide clarity and confidence during a significant life transition.

Why is financial planning important after a divorce?

Divorce often changes income, expenses, retirement plans, investment strategies, and estate planning needs. A comprehensive financial plan can help create a roadmap for your next chapter and ensure important decisions align with your long-term goals.

Do you work with women navigating divorce in New York?

Yes. Our New York team has experience helping women who are going through or recovering from divorce. Through an integrated planning approach, we help clients address the many financial considerations that can arise during this transition while building a strategy for the future.

What financial decisions should I consider after a divorce?

Common considerations include updating beneficiary designations, revisiting estate planning documents, evaluating retirement savings strategies, creating a new budget, and reassessing investment goals. A financial advisor can help prioritize these decisions and develop a plan moving forward.

financial advisor, New York

Connect with a Financial Advisor in New York, NY, Today

Financial transitions can create new challenges and opportunities. Our New York team specializes in helping women navigate divorce and other significant life changes through personalized financial planning, investment guidance, and long-term wealth strategies. Reach out to our office at 212.273.0400, or schedule a consultation to learn how we can help support your next chapter. 

Resources

10 Timely Tax Tips for 2026

Our tips highlight 10 opportunities to discuss with your financial advisor, so you can explore potential planning considerations to help stay aligned with your long-term goals.

Podcast - The Real Return

The conversations behind more informed wealth decisions. Because insight is valuable but knowing what to do with it matters even more. Subscribe wherever you get your podcasts and never miss a conversation.

Listen to a financial podcast

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

Financial Advisor Evaluation Checklist

Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.

Savant Wealth Advisor Evaluation Checklist

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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