Focusing on Meaningful Decisions
Westchester, New York | Meeting in Person or Remote
Your Fee-Only Financial Advisor
You’ve already made smart moves. Now it’s time for an upgrade—streamlined, optimized, and fully integrated. From strategic tax to financial planning, retirement, estate planning and investments, FMD Wealth Advisors handles it all. Sit back. We’ve got you covered.
Raising the Bar on What to Expect from Your Advisor
Differentiators
What We Offer
Our Fee-Only Model
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✔ Serve in your best interest as a legal fiduciary
✔ Develop strategies personalized to your life
✔ Operate independently
✔ Provide straightforward, fee -only pricing
✔ Collaborate with your attorney, CPA & other professionals
✔ Remain fully transparent throughout our engagement
✔ Offer year-round comprehensive financial and tax planning
What Others Do
The Typical firm
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✗ Focus on their company's best interest-not your's
✗ Are in the business of selling financial products
✗ Serve as a broker or sales agent
✗ Work on commission: you pay every transaction
✗ Have opaque processes and payment structures
✗ Provide one dimensional solutions without effective collaboration
✗ Offer static strategies that are not regularly updated
In-person and remote options
Our offices are conveniently located in White Plains and Scarsdale. If you’re unable to visit in person, our virtual advisory services offer the same level of care and expertise, wherever you are.
Our services
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Financial Planning
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Investment Management
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Retirement Strategies
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Strategic Tax Planning