Broker Check

1025 Westchester Avenue, Suite 404, White Plains, NY 10604

914.698.0172
anthony@apl-associates.com

IT ALL STARTS WITH A DEEPER CONVERSATION

For nearly 25 years, I've built my practice on one core belief: genuine care leads to better outcomes. By understanding each client's goals and values, I provide personalized strategies that support both financial well-being and quality of life—always grounded in long-term relationships and trusted guidance.

Anthony’s 2025 New Year Letter

Anthony’s 2025 New Year Letter


Timely Insights<br/>

Timely Insights

I'm here for you.  Stay informed with my latest insights as I closely monitor a rapidly changing world.

You have meaningful goals.<br/>We&#160;strive to&#160;help you reach them.&#160;

You have meaningful goals.
We strive to help you reach them. 

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.

We strive to chart a course that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.

In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

For over 20 years, I have worked with individuals, families, and businesses to deliver services and strategies that could help build, preserve, manage and distribute wealth.

Integrity

Integrity

Independance

Independance

Insights

Insights

Individualized Service

Individualized Service

The Role Of A Financial Consultant

The Role Of A Financial Consultant

We focus on relationships not products. Before presenting ideas, we listen, working with you to analyze your specific goals and investment challenges

eMoney Personal Financial Website

Successful wealth management requires powerful, integrative financial planning tools that allow Advisors and Clients to monitor the elements of one's financial picture in one place.  eMoney is designed to do just that; consolidating your investments, assets, accounts, insurance policies and important documents in one safe, encrypted location with values updated daily.  It's like having a personal financial website allowing you to track, analyze, sort and present all the critical data relevant to your financial status.  

You can learn more about eMoney Advisor by watching this video.

Estimate Your Needs With Our Interactive Financial Calculator

Use this tool to begin understanding and exploring “what if” scenarios for your future financial obligations. Besides your own retirement, you may need to plan for large purchases such as a home, car, vacation, wedding, or elder care.

LAUNCH CALCULATOR

Speak to a Professional

If you’re ready to work with a financial professional, let’s sit down to talk.

Schedule Consultation

Our Services

Specializing in the unique needs of peak career professionals.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

Learn more
Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors

Learn more
Wealth Management

Wealth Management

Wealth management consultation.

Learn more
Insurance Approaches

Insurance Approaches

Design to fit you and your family.

Learn more
Estate Strategy

Estate Strategy

Support for every phase of life.

Learn more
Retirement Strategies

Retirement Strategies

One critical financial milestone.

Learn more