Fee-Only Financial Planner in Mahopac | Keith Weiss, CFP®
Thoughtful, relationship-based financial planning for life’s important decisions.
Helping professionals and families organize their financial lives, make informed decisions, and move forward with clarity and confidence.
CFP® Professional | Fee-Only | Fiduciary
Serving Mahopac, Putnam County, Westchester County & Fairfield County
Keith Weiss, CFP® is a partner at Weiss Financial Group, he helps high-earning professionals and families make thoughtful decisions about retirement, taxes,
investments, and life’s biggest financial choices.
Based in Mahopac, New York, Keith works with clients across Putnam County, Westchester County, and Fairfield County, including Yorktown Heights, Somers, Katonah, Danbury and Ridgefield.
Financial Planner in Mahopac NY | Thoughtful Financial Planning for Professionals and Families
Financial planning is not just about numbers. It is about helping you make thoughtful decisions with clarity, confidence, and purpose.
We work with professionals, families, and individuals navigating important financial choices across retirement, taxes, investing, and life transitions.
Thoughtful planning helps ensure your financial resources support the life you want to live.
Financial Planning Built Around Real Life
Financial planning is not just about numbers—it’s about helping you make thoughtful decisions with clarity, confidence, and purpose.
We work with professionals, families, and individuals navigating important financial choices across retirement, taxes, investing, and life transitions. Our focus is on helping you bring structure to your financial life so you can move forward with intention
4 Planning Pillars
Retirement Planning
- When can I retire?
- How much can I safely spend?
- How should my savings be structured to support the life I want to live?
Tax Planning
Thoughtful planning to help reduce unnecessary taxes over time — including Roth strategies, withdrawal planning, and coordination across accounts.
Investment Strategy
A disciplined investment approach designed to support long-term goals rather than short-term market predictions.
Life Decision Planning
Major life choices — career changes, relocation, retirement timing — often have financial implications. I help clients evaluate these decisions with clarity.
Who I Help
I work with clients facing meaningful financial decisions and looking for a thoughtful, ongoing planning relationship.
professionals Approaching Retirement
Planning for retirement income, timing decisions, and long-term financial independence.
Families Making Major Financial Decisions
Balancing saving, spending, education planning, and long-term priorities.
High Earners in Peak Earning Years
Making intentional decisions around cash flow, taxes, investing, and future flexibility.
Individuals Navigating Life Transitions
Support during career changes, divorce, inheritance, widowhood, or other major turning points.
How We Work Together
Step 1: Get Organized
Understand your current financial picture, priorities, and questions.
Step 2: Build Your Plan
Develop a thoughtful strategy around retirement, taxes, investments, and major life decisions.
Step 3: Implement Thoughtfully
Coordinate action items in a practical, manageable way.
Step 4: Ongoing Guidance
Some clients choose to continue working together through an ongoing planning relationship, where we provide continued guidance and adjustments as life evolves.
For one-time planning engagements, we focus on delivering clear, actionable recommendations so you can move forward with confidence.
Services
What I Help Clients With
Retirement Planning
Planning for income, withdrawals, timing decisions, and long-term sustainability.
Tax planning
Helping you make more informed financial decisions with tax implications in mind.
Investment Strategy
Developing an investment approach aligned with your goals, time horizon, and overall plan.
Life Decistion Planning
Providing clarity around major financial decisions and life transitions.
Planning Philosophy
My Planning Philosophy
I believe your finances should support a life filled with meaning, flexibility, and confidence.
My role is to help you organize your financial life, understand your options, and make decisions with intention—so your resources align with what matters most.
Financial planning is not about reacting to markets or chasing outcomes. It’s about making thoughtful decisions over time, with a clear understanding of how each choice supports your life.
My priority is helping clients pursue a strong return on life—where financial decisions support the experiences, relationships, and goals that matter most.
Professional Memberships
Professional Memberships
Keith Weiss is a CFP® professional and member of several organizations dedicated to advancing fiduciary financial planning, including:
These organizations promote fee-only financial advice and high professional standards for client service.
Weiss Financial Group is a Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam County NY (Mahopac, Brewster, Putnam Valley), Northern Westchester NY County (Somers, Yorktown Heights, Katonah, North Salem), Fairfield County CT (Ridgefield, Danbury). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life’s transitions. Scott Weiss and Keith Weiss are CERTIFIED FINANCIAL PLANNER™ Professionals.