Shape the financial future you want

Personalized guidance for physicians that goes beyond investments.

MSSNY

The Medical Society of the State of New York selected Altfest as the exclusive preferred wealth management provider for its members.

The healthcare system is under stress - but you don't have to be.

The unique occupational challenges facing doctors today can be staggering. Our service is tailor-made to promote financial wellness and peace of mind, both in and outside your hospital or practice.

Your financial plan should be crafted with your real life in mind. Our primary goal is getting to know you and your family first before tailoring a comprehensive financial plan to fit your needs.

You deserve the best advice from the most qualified resources.

Our specialized advisory team offers expertise in key financial planning and investment services for physicians, all under one roof, including:

  • Creditor & Asset Protection
  • Tax Planning
  • Liability Protection
  • Succession Planning
  • Investments
  • Retirement Planning
  • Real Estate
  • Student Debt Management
  • Cash Flow & Goal Planning

Invest in your future.

Using our proprietary Total Portfolio Management® tool, Altfest’s investment process uses your time horizon, spending, and risk tolerance to design a tailored strategy that aligns with your goals.

Founded by a family with a vision for better wealth management.

As a pioneer in fee-only financial planning, Altfest has offered tailored, transparent and objective service since 1983. We don’t sell insurance or financial products, and as fiduciaries, we are committed to putting our clients' best interests first – always.

For over 35 years, physicians have trusted Altfest to grow and protect their wealth. Our continued recognition for excellence in our field is an ongoing reminder of the power of putting clients first.

  • TOP 1,200 FINANCIAL ADVISORS IN THE COUNTRY
    Barron's, 2014, 2015, 2016, 2017, 2018, 2019
  • TOP 100 INDEPENDENT FINANCIAL ADVISORS IN THE NATION
    Barron’s, 2013, 2014, 2015, 2016, 2017, 2018
  • BEST-IN-STATE WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP WOMEN WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP RATED ADVISORS IN NEW YORK, NY
    AdvisoryHQ, 2016, 2017, 2018, 2019
  • 200 LEADING REGISTERED INVESTMENT ADVISORS IN THE U.S.
    Financial Advisor, 2006-2010, 2012-2019