Anthony DeVito (CFP®, PhD)

Anthony DeVito focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

 

Advising Professionals.  Professors and administrators in higher education have unique financial planning concerns and opportunities. Stemming from his background in education and psychology, Tony is well-suited to address the concerns of professionals. He often works with clients to maximize the opportunities provided by employer-provided retirement plans.

Investment Management.  Tony uses a comprehensive financial plan to gain an understanding of the client’s goals, risk tolerance, tax bracket, and other factors relating to his or her personal situation. Before recommending the sale or purchase of specific securities, he explains his investment philosophy: long-term growth within comfortable risk levels. He recommends an investment portfolio that consists of multiple asset classes. He implements a portfolio that the client is comfortable with and schedules regular rebalancing of the portfolio.

Estate Planning. Many of us have concerns about how generations that come after us will make use of the assets we have accumulated over our lifetime. Will our children’s and grandchildren’s inheritances be used as we wish? Tony has often worked with clients to develop strategies to ensure that their estates are passed to heirs in accordance with their wishes.

 

Additional Information

 

Tony specializes in financial planning and investment management for professors and administrators in higher education. An educator and administrator at Fordham University for many years, Tony uses his experience with retirement plans to help his clients maximize those benefits.

NAPFA Start Date

May 14, 2001

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This Office

500 Mamaroneck Ave Harrison, NY 10528-1633 Phone: (914) 738-6313

Other Offices

100 S Bedford Rd Mount Kisco, NY 10549-3425 Phone: (914) 738-6313
445 Hamilton Avenue White Plains, NY 10601 Phone: (914) 738-6313