Woodhull Capital Advisors, LLC is a Long Island, New York financial planning firm. We work with our clients on a fee-only basis. We do not sell financial products nor do we accept commissions.
Fee-only financial planning removes the conflicts of interest that exist with commission-based product sales. Our mission is to help ensure that unbiased, conflict-free, financial planning, is available to everyone.
In contrast to most fee-only financial planners, we do not manage investment assets. Therefore, there are no investment asset minimum levels to meet. You'll receive only pure and unconditional financial planning advice.
Investment consulting remains an important component of every Woodhull financial plan where investments exist. We can help you implement an investment strategy on your own. Or we can match you with a qualified investment advisor.
We rely on business practices that are transparent, accountable and open.
You work hard for your money. We’ll work hard to protect it.
Woodhull Capital Advisors Long Island, partners with you to plan for your unique life goals and transitions. We do this throughout the financial planning process.
Your discovered transitions and goals are then merged with the money side of your life. We call this merging process client-centric financial planning. Others call it financial life planning. It is a holistic approach which can bring clarity and freedom to your life.
We also place a strong emphasis on both tax planning and investment consulting throughout this process. Both are indispensable to a successful client-centric financial life plan. We are a pioneering fee-only financial planning firm on Long Island
We offer a no-cost, no-obligation confidential consultation so you can see if we are the right fit for you.