NY · Troy

Fiduciary advisors in Troy, NY

2 advisors with offices in Troy. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Troy

Desmond Wealth Management Group

Troy, New York

Desmond Wealth Management Group is an independent, fee-based wealth management and retirement planning firm serving clients in the Troy, New York area and nationwide. The firm works with individuals and families approaching or in retirement, offering services including retirement income planning, Social Security coordination, tax management, Roth conversion strategies, and investment guidance. Founded on a fiduciary, education-focused philosophy that prioritizes client interests over commission-driven recommendations, the firm is led by Dan, who brings over 12 years of experience in financial planning and wealth advisory from Goldman Sachs Ayco.

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OneDigital

Troy, New York

OneDigital is a benefits and HR consulting firm serving employers nationwide, with expertise in retirement plan administration, HR consulting, and payroll solutions. The firm manages over $137 billion in assets under advisement across more than 5,800 retirement plans, and provides services including plan design, employee financial coaching, fiduciary oversight, HR compliance support, and workforce strategy guidance. OneDigital also offers insurance analysis services and specializes in helping small to midsized businesses integrate retirement savings, benefits administration, and HR operations into cohesive workforce strategies.

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Financial advisors in Troy, New York

Advisors serving Troy 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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