Meet Altfest – The comprehensive wealth management firm that integrates psychologists’ personal and professional wealth planning needs

Get personalized financial guidance that goes beyond just investments.

MSSNY

Partner with the only preferred wealth manager for members of the New York State Psychological Association.

As a psychologist you place your clients’ interest first, allow us to place yours first.

While most financial advice to psychologists tends to be focused on investments, Altfest has gone above and beyond by creating an all-encompassing service unlike any other which seeks to address your personal and professional financial needs, all under one roof.
  • Private Practice Clinical Psychologists

    With insurance reimbursements falling, financial security for psychologists continues to be a challenge – Altfest can help.

    Reimbursements from insurance companies are reducing by as much as 50% which has an immediate impact on psychologists’ financial security. As a result, it’s important to find alternative ways to maximize your assets through:

    • Workplace Retirement Plans
    • Tax Efficient Strategies
    • Financial Statement Organization and Analysis

    Beyond these items, there may be additional financial planning opportunities that you could take advantage of.

    Please see below for our full list of services.

  • Industrial/Organizational Psychologists

    Working with C-Suite Executives can be extremely rewarding but it’s also likely to be an enormous time crunch which can increase financial stress – Altfest is here to reduce your financial burden.

    You’ve worked hard mastering your craft which is why C-Suite executives rely on your wisdom and expertise to improve their performance. Our experience suggests that this leaves little time to handle your own financial affairs such as:

    • “Life” planning (college funding, tax, insurance, estate)
    • Maximizing your 401(k) or other employer-retirement plan
    • Preparing for a smooth and peaceful retirement

    You deserve to spend time on what you love by allowing Altfest to handle these other financial stressors on your behalf.

    Please see below for our full list of services.

  • College/University Psychology Professors

    Understanding how far your retirement or pension income will go can be very challenging but it can also make all the difference for your peace of mind – Altfest will analyze your extensive pension details so you can focus on what you do best.

    Many college professors rely on their retirement plans and pension in order to plan effectively for retirement but without a clear understanding, optimizing it can be difficult. Altfest will not only assist in optimizing your retirement plan and pension but will apply it to the comprehensive financial plan that will be created for you so that all the elements are working seamlessly in your favor.

    You’ve worked hard for decades, now let Altfest do the heavy financial lifting so you can drift off into the sunset without a worry.

    Please see below for our full list of services.

Alleviate financial stress and increase financial security.

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

  • Retirement Planning
  • Tax Planning
  • Business Owner Planning
  • Liability
    Protection
  • Investments
  • Cash Flow & Goal Planning
  • Estate Planning
  • Student Debt Management
  • Real Estate Investments

Invest in your Future.

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

For over 35 years, psychologists 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

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.