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Membership Directory - Financial Planning Consultants

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1819 Fifth Avenue Troy, NY 12180
(518) 720-3333

We act as our clients' personal CFO and ensure that their overall financial goals are met responsibly, through comprehensive financial planning and active portfolio management. Our clients rely on us to coordinate and simplify their complex financial situations.

4 Executive Park Drive Albany, NY 12203
(518) 823-1277

Our mission is to provide long-term investment growth for our investors with attention to personalized service, timeliness of information, and a commitment to quality fostered by a family of associates dedicated to excellence. We are guided by the highest standards of ethics, morality and integrity.

159 Wolf Rd. , Suite 101 Albany, NY 12205
(518) 477-6686
3 Lear Jet Lane Latham, NY 12210
(518) 608-1110
FOR IMMEDIATE RELEASE Contact: Natalia Burkart (518) 542-8524   CDPHP Board of Directors Names Barry J. Thornton II CEO of CDPHP   ALBANY, N.Y. – October 22, 2025 – CDPHP today announced that the CDPHP Board of Directors has named Barry J. Thornton II CEO of CDPHP effective January 1, 2026. Barry succeeds Brian O’Grady, who is retiring from the…
Albany, NY – [October 15, 2025] –. Whitney Young Health and Equinox have appointed Kindra McHale, CFRE Chief Development Officer, a key leadership role created to advance strategic fundraising and strengthen critical health and human services across the Capital Region. McHale, an accomplished nonprofit executive with more than 15 years of…
(October 15, 2025)  Port of Albany CEO Richard J. Hendrick, Sr. was elected to the Board of Directors for the American Association of Port Authorities’ (AAPA) Foundation for Seaports of the Americas for a two-year term. Joseph Morris, CEO and Port Director of Port Everglades (Florida) has been elected Chair of the Foundation Board and Diahann…