"Independent Advice for all of your

 Financial Planning Needs"    

Wander Financial Services LLC  

Wander Financial Services LLC is a full-service financial planning firm that offers a rare combination of independent financial planning and employee benefit consulting.          

For individuals and families, this means that we are not brokers selling investment products under the guise of financial planning; rather, we offer true "holistic" advice that considers all aspects of your financial life, including investments, insurance, taxes, estate issues, retirement and college planning. 

For businesses, our "one-stop shop" provides expertise on an array of employee benefits, ranging from health, dental, life and disability insurance, to a full-menu of retirement plans such as 401Ks and IRAs.  Our business clients profit from more cost-efficient plans and enhanced  employee satisfaction through our "high-touch" service.

Professional Services 

Financial Planning  

Investment Advisory Services 

Group Benefit Plans including Health Insurance and 401k Plans      

Tax and Estate Planning

Life, Disability and Long  Term Care Insurance    

Cash Flow Analysis 

Background 

Robert Wander, Certified Financial Planner® and Registered Investment Advisor, has been providing comprehensive financial planning to executives, professionals and business owners since 1991.  He is also a benefits consultant to small and midsize companies who wish to offer cost-efficient insurance and retirement plans with first-class service to their employees.

Bob served for many years on the Board of Directors of the NY Chapter of the Financial Planning Association.  He is a frequent contributor to industry publications such as The Journal of Financial Planning, Financial Advisor, Financial Planning and Wealth Manager.  He received a BA from the University of Michigan and an MBA in Finance from New York University.

Bob lives in New York City and has two teenage sons.  In his spare time, he enjoys spending time with them, as well as playing tennis, biking, working out and struggling with the New York Times Sunday crossword puzzle.