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.

Martin Blaustein

Blaustein Collaborative and Mediation Accounting Services, inc.
550 Mamaroneck ave, Suite 320
Harrison, NY 10528
914.798.6941
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.

Steven M. Kaplan

Steven Kaplan, CPA/ABV, MBA
333 Westchester Avenue, Suite S302
White Plains, NY 10604
914.733.7340
skaplan@skaplancpa.com

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.

Victoria Fillet

Blueprint Financial Planning
50 Harrison Street, Suite 312
Hoboken, NJ 07030
201.222.9930
info@blueprintfp.com
“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.”

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, as well as investment advisors

Jill Faherty Lloyd

Evercore
55 East 52nd Street
New York, NY 10055
212.857.3100

Jill.FahertyLloyd@Evercore.com

Lea Payne Highet

Douglass Winthrop Advisors
535 Fifth Avenue, 22nd Floor
New York, NY 10017
212.557.7680
lea@douglasswinthrop.com
Lea is an independent financial advisor, with a special focus on women’s long term planning and women’s financial education

Jeff Landers

Bedrock Divorce Advisors, LLC
115 Broadway, 12th Floor
New York, NY 10010
917.602.6977
landers@bedrockdivorceadvisors.com
Jeff is a divorce financial strategist and author of Think Financially Not Emotionally

Maura Griffith

Blue Spark Capital Advisors
New York:
41 Madison Avenue, 25th Floor
New York, NY 10010
212.537.3899
Massachusetts:
93 Church Street
Lenox, Mass. 01240
413.551.7318

Maggie Patrick

Merrill Lynch Financial Advisor
360 Hamilton Avenue, 8th Floor
White Plains, NY 10601
914.683.9550
margaret.patrick@ml.com

Diane Rothberg

Stifel
18 Columbia Turnpike
Florham Park, NJ 07932
973.549.4000
“[Diane’s] specialty is divorced/divorcing women. She is super talented, really smart, caring and dedicated.”

Audrey Schwartz

Insurance Expert, NY Life Insurance
420 Lexington Ave
New York, NY 10170
646.227.8110
Audrey specializes in helping clients with college funding, long-term care, retirement and lifetime income strategies

Sara Stanich

Stanich Group
Power Over Divorce
40 Wall Street, 28th Floor
New York, NY 10005
646.693.7451

Alla Roythberg

Divorce Financial Planning & Analysis
Financially Strong
500 Mamaroneck Ave
Harrison, NY 10528
914.798.6940