Financial Advisors & Planners

When you are looking at divorce, chances are you will need some solid financial advice. How much will usually depend on the complexity of your assets.

Some of the experts listed below specialize in Divorce Financial Planning or Divorce Financial Strategy, which means they specialize in helping you look at your current needs and your future needs as they relate to the financial settlement in a divorce.

This extra degree of specialty can be very helpful – especially if you have a sizeable or complicated financial picture.



Stacy Francis
Francis Financial 39 Broadway, Suite 1730 New York, NY 10006 212.374.9008 Stacy is one of NYC’s top divorce financial planners,
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Michelle Smith
Source Financial Advisors LLC 545 5th Avenue Suite 1100 New York, NY 10017 Toll Free: 888.892.9511 Local: 212.273.0400 Fax: 212.320.0603
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Audrey Schwartz
New York Life Insurance Company 420 Lexington Ave New York, NY 10170 646.227.8110 Audrey specializes in helping clients with
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Fabienne Swartz
Financially Strong Divorce Financial Planning & Analysis 500 Mamaroneck Ave Harrison, NY 10528 914.798.6940
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Diane Rothberg
Stifel 18 Columbia Turnpike Florham Park, NJ 07932 973.549.4000 “ specialty is divorced/divorcing women. She is super talented, really
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Maggie Patrick
Merrill Lynch Financial Advisor 360 Hamilton Avenue, 8th Floor White Plains, NY 10601 914.683.9550
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Jill Faherty Lloyd
Evercore 55 East 52nd Street New York, NY 10055 212.857.3100 666 Fifth Avenue 11th Floor New York, NY 10103 Tel:
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Jeff Landers
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Steven M. Kaplan
Steven Kaplan, CPA/ABV, MBA 333 Westchester Avenue, Suite S302 White Plains, NY 10604 914.733.7340 Steven is a CPA dedicated
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Sara Stanich
Stanich Group Power Over Divorce 40 Wall Street, 28th Floor New York, NY 10005 646.693.7451
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Mark Josephson
Murray & Josephson, CPAs New York: 425 Madison Avenue (at 49th St) New York, NY 10017 212.644.2100 Florida: 433 Plaza
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Lea Paine Highet
Douglass Winthrop Advisors 535 Fifth Avenue, 22nd Floor New York, NY 10017 212.557.7680 Lea is an independent financial advisor,
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