FINANCIAL ADVISORS / PLANNERS

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, 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!”

Scott DeMarco

Equitable Value, LLC
600 Third Avenue
2nd Floor
New York, NY 10016
1-800-601-0635

Sara Stanich

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

Edward Ades

Mortgage Broker
FM Home Loans – Park Slope Branch
455 First Street
2nd Floor
Brooklyn, NY 11215
(718) 210-1144

Solomon Algazi

Credit Education and Repair Expert
35 West 35th St. Suite 401 
New York, NY 10001
(718) 865-0655

Tricia Elmer

500 Union Street, Suite 835
Seattle, WA 98101
206.682.1181 ext. 12

Victoria Fillet

Blueprint Financial Planning
50 Harrison Street, Suite 312
Hoboken, NJ 07030
201.222.9930
“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
212.537.3899
Massachusetts:
93 Church Street
Lenox, Mass. 01240
413.551.7318

Lea Payne Highet

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

Mark Josephson

Murray & Josephson, CPAs
New York:
425 Madison Avenue (at 49th St)
New York, NY 10017
212.644.2100
Florida:
433 Plaza Real, Suite 275
Boca Raton, FL 33432
561.391.5335

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 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
515 North Flagler Drive
Suite P-300
West Palm Beach, FL 33401
917-602-6977
Jeff is a divorce financial strategist and author of Think Financially Not Emotionally

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: +1.212.446.5600

Maggie Patrick

Merrill Lynch Financial Advisor
360 Hamilton Avenue, 8th Floor
White Plains, NY 10601
914.683.9550

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.”

Alla Roytberg

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

Audrey Schwartz

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

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