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About Us
Nothing is More Important to Us...
than Your Financial Peace of Mind
Do you want to feel more confident about the financial decisions you make? Would you
rest easier knowing that you are doing everything you need to in order to
achieve financial independence? Do you want to have more time and freedom for
the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life
and relationships. I can help you make the financial decisions that will make
the most of what you have now and help you build a more secure, enjoyable
future.
My Own Journey on Your Behalf
I'm Chip Simon and I’m a Certified Financial Planner® practitioner. I founded
Taconic Advisors in 2002 with one simple idea - I never wanted to have to
protect my clients from the company I work for. As I talked to banks, brokers,
and insurance companies who hire “financial advisors,” I realized that this goal
was nearly impossible to find because financial product sales is usually part of the financial advice.
It’s like having your prescription medicine recommended by the drug
salesperson rather than the doctor!
As it turns out, I was looking for a business model that's popular in
other parts of the country but unfamiliar here in the Hudson Valley. I realized that I would
have to build it myself. Now it’s here, it works, it’s in your best interest,
and it’s available to you today.
Taconic Advisors
is
NAPFA-Registered
NAPFA (National Association Of Personal Financial Advisors) advisors champion
the fee-only ethic and have stringent continuing education requirements. Not to
be confused with “fee-based” planning (although it often is!), “fee-ONLY”
planning is not dependent on compensation derived from financial product sales.
When you pay your advisor directly, you can be more confident that he or she is
focused on your best interests (see
napfa.com for more information).
Taconic Advisors
is an ACA Advisor
ACA (Alliance of Cambridge Advisors) members form a national alliance of over
140 fee-only advisors who use the Cambridge System of financial planning and
collaborate on client planning issues. This Cambridge "connection" provides you
with informed financial planning advice from some of the best advisors in the
country. (You’ll find published authors and PhDs among our ranks). (See
cambridgeadvisors.com for more
information.)
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When you work with Taconic Advisors, you can expect:
- Straight talk. We don’t sell any financial products nor do we receive any
commissions. As fee-only financial advisors, our only compensation is what you
pay for our professional advice. Our complete focus is on what is best for you.
- All-inclusive approach. Together we evaluate all aspects of your finances and
design a strategy where each part works in harmony with the others. You’ll see
that we pay a lot of attention to areas of your financial life that are often
overlooked or ignored by other “financial planners.”
- Choice. Life is constantly changing. Our service offerings give you the
ability to match the level of advice with the financial problem at hand.
- Value for your money. We are committed to providing value that exceeds our
fee. It’s a concept that is virtually non-existent in the financial planning
profession. But doesn’t it make sense that your financial advisor should work to
save you more than he charges you?
- The highest professional standards. We are committed to the
Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment
you deserve.
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Do you want a professional fee-only financial advisor on your
side? You shouldn’t have to worry about your finances OR your financial
advisor!
Contact us to learn more about the financial strategies that
will help you achieve your goals.
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Charles “Chip” Simon, CFP®
Contact Us
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“I guide you through the financial
industry's pitfalls, the government’s maze of rules, and life’s risks.
With proper education you can avoid traps and feel more secure about your financial
future.”
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.