Fee-Only Financial Advisor in New York City
United Financial Planning Group brings financial planning, investment management, tax planning, and tax preparation together under one roof, serving professionals and families across all five boroughs and the greater NYC metro area.
CFP® professionals, CPAs, and Enrolled Agents serving the New York City metro area.
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Why NYC Professionals Choose United
New York City is one of the most financially complex environments in the world. Between triple-layer taxation, equity compensation, real estate decisions, and the demands of high-earning households, you need advisors who coordinate everything.
Integrated tax and financial planning
Most NYC advisors focus on investments and refer out for tax. We built our firm differently: CFP® professionals and CPAs working side-by-side so your portfolio, Roth conversions, and tax return are all coordinated under one roof.
Designed for New York's tax complexity
Federal, state, and city income taxes create a combined burden that can exceed 50% for high earners. We build every strategy (from equity compensation timing to retirement withdrawals) around that reality.
Equity compensation expertise
ISOs, RSUs, NSOs, ESPPs, and deferred compensation plans require precise tax timing. Our team models exercise strategies and manages AMT exposure as part of your financial plan.
Offices in Manhattan and Long Island
Meet in Midtown at 14 Penn Plaza or at our Nassau County office in Lake Success. We also serve clients virtually across all five boroughs, the tri-state area, and nationwide.
Multi-state tax specialists
Living in NJ or CT and working in NYC? We handle multi-state filing, income allocation, and cross-state tax credits as part of our integrated approach.
The NYC Financial Planning Difference
For New York City residents, the gap between good and great financial planning often comes down to tax coordination. When your advisor doesn't talk to your CPA (or worse, doesn't understand tax at all), you're leaving money on the table. We close that gap by keeping financial planning, investment management, tax planning, and tax preparation all under one roof. One team. One strategy. No silos.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.