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421 Troy Schenectady Road, Latham, NY 12110

(518) 608-4608
info@thoroughbredadvisors.com
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Your Financial Future
Deserves More Than Big Box

Experience personalized retirement planning, investment strategies, and insurance solutions built on genuine partnership.

Get Started Today Learn how to save 1 year off college Join Our Team
Capital Region NYC White Plains Staten Island Detroit & Beyond

Redefining the Financial Planning Experience

Thoroughbred Advisors was founded to move beyond the impersonal, "big box" model. We deliver a quality of planning and service backed by the collective expertise of our dedicated team.

Our comprehensive process ensures a consistent, holistic view of your finances; to ensure every part of your plan is working efficiently toward your prosperity. Whether you're at the starting gate or heading down the home stretch, our team is with you every step of the way.

Our Comprehensive Planning Framework

A strong financial plan must be balanced across five key elements. Together, they create a plan that adapts as your goals evolve.

Mindset

The foundation of every plan begins with perspective. We help you clarify values, define priorities, and build confidence in your financial journey.

Financial Planning for Every Stage of Life

We partner with individuals, families, and professionals to navigate their unique financial journeys, whether planning by profession or preparing for life's key milestones.

Individuals, Families & Career Professionals

Business Owners

Physicians & Nurses

State Employees

Planning by Life's Milestones

Starting a Career

Getting Married

Buying a Home

Growing a Family

Changing Jobs

Retirement

College Planning

Social Security

We Are Education Focused

We believe in empowering our community through specialized seminars and workshops designed to bring clarity to complex financial topics.

Signature Seminar Series

Home of the Social Security Seminars

Retirement Workshops

Pension Maximization Strategies

Family Planning Series

Education & College Funding Planning

Meet our Leadership & Staff

Our firm is built on a foundation of expertise, dedication, and a deep commitment to clients and community.

Meet Our Team
Our Offices & Partners Meet Our Team

"Wealth is the ability to fully experience life." 

- Henry David Thoreau

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues." 

- Cicero

Our Process

Are you an experienced financial advisor looking to switch to a firm that can give you more freedom? Join our team!

Experienced advisors
Our History

Looking to make a career change or start one in the financial services industry? Join our team!

New to the industry

Contact Us Today

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