Our Team

Stanley L. Altmark, CPA, CFP®️️, PFS

Stanley L. Altmark, CPA, CFP®️️, PFS, Partner and Chief Compliance Officer

Stanley L. Altmark, CPA, CFP®, PFS, is a Partner of the firm and one of its Chief Compliance Officers. Stan specializes in providing comprehensive financial, investment, and tax planning solutions to clients, often times developing multi-generational strategies that reflect their values, needs and the legacy they would like to leave for their children and grandchildren.

Stan is an active member of numerous industry associations and has served on the Board of Directors of the Financial Planning Association – Metro New York Chapter. He is an active member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the National Association of Personal Financial Advisors, as well as the Estate Planning Council of NYC. Stan has frequently been selected as one of America’s “Top Financial Advisors” by Worth magazine (1997-2008) and is regularly quoted by numerous financial publications on topics ranging from mutual fund investing strategies and asset allocation, to life insurance and year-end tax planning.

Stan holds a BS in accounting from Franklin and Marshall College, and certificates in financial planning from Adelphi University and the College for Financial Planning.

Stan currently lives on the Upper West Side of Manhattan with his wife Jill, after raising their two children in Short Hills, New Jersey. Stan enjoys taking advantage of all the cultural events in New York City and traveling.

Clients ultimately want to know if they will have enough money to retire. We develop comprehensive plans to help them achieve their financial goals, including financial independence in retirement.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.