Drucker Wealth Management

Brutal honesty. Radical transparency. Family Owned. Client Focused.

Financial planner in New York, NY (show on map)

4.9

★★★★★

85 reviews

Third-generation financial advisory firm offering holistic financial planning and investment management for mid-career professionals and pre-retirees.

Call (212) 681-0460

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About

Founded in 1959, Drucker Wealth is a third-generation financial planning firm specializing in comprehensive, client-focused financial advice for high-earning professionals. The firm offers services including financial life planning, investment management, tax planning, estate planning, and specialized strategies for tech employees, small business owners, physicians, and young families.

With a commitment to radical transparency and brutal honesty, Drucker Wealth combines modern technology with personalized guidance to simplify clients' financial lives and help them achieve their life goals.

Third-generation financial planning firm

Radical transparency and brutal honesty

Integration of technology with personalized financial planning

Specialized strategies for complex compensation packages

Services

Financial Life Planning

Comprehensive, holistic financial planning tailored to the unique needs of mid-career professionals and pre-retirees.

Interactive and ever-evolving Financial Life Plan® Focus on High Earners Not Rich Yet (HENRYs) Behavioral finance education

Investment Management

Strategic investment management aligned with clients' financial life plans.

Use of modern planning tools and technology Personalized portfolio management

Tax Planning & Preparation

Expert tax planning and preparation services, especially for complex compensation packages.

Specialized knowledge in RSU, equity compensation, and corporate tax rules Maximization of tax benefits for high earners

Estate Planning

Comprehensive estate planning services to ensure clients' legacies are protected and goals are met.

Use of modern planning tools and cutting-edge technology Focus on clarity, intention, and care

Specialized Strategies for Tech Employees

Tailored financial planning for employees with advanced compensation packages.

Maximization of RSU and equity benefits Comprehensive tax and investment strategies

Small Business Owner Services

Financial planning and management for small business owners and gig workers.

Personal CFO services Protection and growth planning

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 1980s (firm-wide)

AIF® (Accredited Investment Fiduciary)

Since 2010s (firm-wide)

ECA (Estate Counsel Advisor)

Since 2020s (Gideon Drucker)

CPA (Certified Public Accountant)

Since 2020s (Mary Beth Hall)

Reviews

Rating

4.9

★★★★★

Reviews

"I highly recommend this warm, knowledgeable group of financial advisers."

Frequently Asked Questions

What is a Financial Life Plan®? +

A comprehensive, interactive, and ever-evolving financial plan designed to help clients achieve their life goals by integrating all aspects of their financial situation.

How does Drucker Wealth handle RSU and equity compensation? +

Drucker Wealth specializes in maximizing the benefits of RSU and equity compensation by providing tailored tax and investment strategies for high-earning professionals.

What industries does Drucker Wealth serve? +

Drucker Wealth primarily serves high-earning professionals, including tech engineers, small business owners, physicians, and young families, as well as mid-career professionals with complex compensation packages.