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
Stacy is one of NYC’s top divorce financial planners, as well as investment advisors

“Working with Stacy and her team has given me a sense of calm, confidence and security not just as I was transitioning out of my marriage, but afterwards, in my post-divorce life, too!”

Martin Blaustein

Blaustein Collaborative and Mediation Accounting Services, inc.
521 Fifth Avenue
31st Floor
New York, New York 10175

550 Mamaroneck ave, Suite 320
Harrison, NY 10528
Marty works with clients in mediation and on collaborative divorce teams as a financial neutral. He is beloved by his clients for his sensitivity and clarity.

Sara Stanich

Stanich Group
Power Over Divorce
40 Wall Street, 28th Floor
New York, NY 10005

Victoria Fillet

Blueprint Financial Planning
50 Harrison Street, Suite 312
Hoboken, NJ 07030
“Literally life-changing. Smart, strategic, supportive, helped to take the emotion out of the money issues in my divorce so I was finally able to get a financial agreement in place after 5 years.”

Nancy Goldfarb

Smart Transition Strategies 
900 Palisade Ave. Suite 3G Fort Lee, NJ 07024

Nancy will help you organize your life, optimize financial results, minimize tax exposure, and generally guide you toward educated choices that will move you forward in the most economical way possible.

Maura Griffith

Blue Spark Capital Advisors
New York:
41 Madison Avenue, 25th Floor
New York, NY 10010
93 Church Street
Lenox, Mass. 01240

Lea Payne Highet

Douglass Winthrop Advisors
535 Fifth Avenue, 22nd Floor
New York, NY 10017
Lea is an independent financial advisor, with a special focus on women’s long term planning and women’s financial education

Mark Josephson, CPA

Murray & Josephson, CPAs
New York:
425 Madison Avenue (at 49th St)
New York, NY 10017
433 Plaza Real, Suite 275
Boca Raton, FL 33432

Steven M. Kaplan

Steven Kaplan, CPA/ABV, MBA
333 Westchester Avenue, Suite S302
White Plains, NY 10604

Steven is a CPA dedicated to resolving disputes and conflicts out of court. He practices as a neutral financial professional in matrimonial and civil (closely held business, probate and employment) matters, focusing in the areas of business valuation, budgeting, financial and tax advisory services, and forensic accounting.

Jeff Landers

Bedrock Divorce Advisors, LLC
115 Broadway, 12th Floor
New York, NY 10010
Jeff is a divorce financial strategist and author of Think Financially Not Emotionally

Jill Faherty Lloyd

55 East 52nd Street
New York, NY 10055

666 Fifth Avenue
11th Floor
New York, NY 10103
Tel: +1.212.446.5600

Maggie Patrick

Merrill Lynch Financial Advisor
360 Hamilton Avenue, 8th Floor
White Plains, NY 10601

Diane Rothberg

18 Columbia Turnpike
Florham Park, NJ 07932
“[Diane’s] specialty is divorced/divorcing women. She is super talented, really smart, caring and dedicated.”

Alla Roytberg

Divorce Financial Planning & Analysis
Financially Strong
500 Mamaroneck Ave
Harrison, NY 10528

Audrey Schwartz

Insurance Expert, NY Life Insurance
420 Lexington Ave
New York, NY 10170
Audrey specializes in helping clients with college funding, long-term care, retirement and lifetime income strategies