NY · New Paltz

Fiduciary advisors in New Paltz, NY

1 advisor with offices in New Paltz. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in New Paltz

ClearPath Advisors

New Paltz, New York

ClearPath Advisors is a retirement planning firm based in New Paltz, New York, led by co-founder Patrick Fillette, a CFP® and ChFC® professional. The firm operates on a fiduciary, independent basis and works with clients in accumulation, pre-retirement, and retirement phases to develop customized plans addressing income sustainability, longevity considerations, and tax planning. Their structured approach begins with discovery meetings to understand client values and circumstances, followed by collaborative development of adaptable financial strategies. ClearPath uses Asset+Map as a planning tool to help clients visualize their complete financial picture.

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Financial advisors in New Paltz, New York

Advisors serving New Paltz specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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