Connect with Top-Rated Financial Planners in White Plains!

Halyard Asset Management, LLC provides exceptional cash management and fixed income solutions to high net worth individuals, family offices, pensions, and institutions. Our actively managed approach strives to structure portfolios to maximize return and preserve capital in both rising and falling interest rate environments. With over 60 years of combined fixed income industry experience, our team delivers results-driven solutions tailored to meet the unique needs of our clients.

At Capital Preservation Partners, Inc., we provide personalized financial solutions to individuals, businesses, and families, including tax and retirement planning, payroll solutions, QuickBooks support, and more. Our team, led by Kevin J. Mullins, JD, CPA, is dedicated to delivering exceptional service, expertise, and care to our clients.

Financial Planning Associates, LLC is an independent wealth management firm providing comprehensive financial planning and investment management services to individuals, families, and business owners, helping them unlock their door to financial independence. Our experienced advisors take a personalized approach to understanding clients' unique goals and objectives, crafting customized plans to achieve financial freedom.