Third Eye Associates has a passion to educate, empower, and enlighten individuals and families on their financial life.  Our clients believe in our holistic approach and strive to live a more fulfilling and balanced life.  Our most successful clients realize the value-added in working with a trusted advisor, who will keep you on track.

We have extensive experience in working with the following clients:

  • Individuals and couples
  • Professionals
  • Small-business owners
  • NYC residents who weekend in the Hudson Valley
  • People experiencing Life Transitions
  • Creative people
  • Inspired retirees
  • LGBTQ Individuals and Couples
  • Sustainable and responsible investors

Third Eye Associates, Ltd. currently serves clients in 17 states, with a concentration in New York City, the Hudson River Valley and Washington, DC areas.