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Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA

Fee-only financial advisor for those seeking to minimize downside risk

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SYKON Capital Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA
Harrison, NY

Serving Clients Nationwide

Fee-only financial advisor for those seeking to minimize downside risk

1 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(914) 898-3478

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA

I’m a dad, a golfer, and someone who genuinely thrives off of helping people make smarter and more confident forward-thinking decisions with their money.

Here’s what you can expect if we work together: real, personal conversations about what you care about, where you want to go, and how to make that happen - in a way that fits your life. No sales pitch, no pressure, and no cookie-cutter advice.

I’ll ask thoughtful questions, listen, and help you make sense of your options. Together, we will build a plan that creates clarity, reduces stress, and gives you the confidence to move forward.

You don’t have to have it all figured out on your own. You just have to be ready to take the next step, and I’ll be there to guide you the rest of the way.

Professional Designations

  • Accredited Behavioral Finance Professional (ABFP)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Consultant (ChFC)
  • Chartered Market Technician (CMT)
  • Enrolled Agent (EA)

Primary Location

500 Mamaroneck Ave, Suite 435 Harrison, NY 10528

Additional Locations

📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.

Offers Investment Management

Yes

About SYKON Capital

Wealth isn’t just about what you earn, it’s about what you keep and what it enables you to do.

At SYKON Capital, we help individuals and families protect what matters most through independent, values-driven advice. As a fee-only firm, our only focus is doing what’s right for you, minimizing downside risk while positioning your wealth to grow with purpose and discipline.

We uphold the highest fiduciary standard and operate with the values that define who we are: prudence, fairness, independence, creativity, and ingenuity. Together, they guide every decision we make and every strategy we design, so you can move forward with clarity, confidence, and choice.

Our Services

✔️ Wealth Management

A holistic approach to managing your financial resources.

✔️ Financial Planning

A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values and priorities.

✔️ Investment management

Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.

✔️ Tax & Estate Planning Coordination

Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.

Education

Boston University, Bachelor's Degree | Quinnipiac University, Masters of Business Administration, MBA

Hobbies and Interests

  • Animals
  • Family
  • Golf
  • Hockey

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Individuals
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Of Course you need Sykon Capital

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Working with Todd has been great as I feel he has a vested interest in my business and life. Todd and the firm communicates with me regularly which is a plus. With my busy life, Todd and team allow me to understand trends, valuable landing spots, and a better overall understanding of my financial path and goals. Throughout the years I’ve learned that Sykon has my best interest at hand. They are a true- Trusted Advisor for me.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Kelly S
FAQs View Disclosures

FAQs

What makes you different?
There are three things that set us apart: We go beyond dollars and cents by aligning your financial plan with your values and the life you want to live. Our team-based approach means you’re supported by the expertise of the whole SYKON team, with integrated financial planning, investments, tax strategy, and estate planning all under one roof. Because we’re independent, fee-only fiduciaries, every decision is made in your best interest.
What if my financial advisor isn’t available?
A core tenet of our team approach is that clients are never left waiting on one person. We work as a team, and each member brings their own area of expertise to the table. That means whether your advisor is tied up or out of office, another member of our team will already know who you are, understand your situation, and be ready to step in seamlessly. In fact, part of the SYKON experience is getting to know multiple team members over time. You’ll have a team of professionals who can anticipate your needs and provide consistent, high-quality guidance so you always feel supported and connected.
How do you charge?
We charge either a percentage of your assets or a flat fee. All fees will be presented to you in a clear and transparency way prior to working together and at all times during the relationship. We are fee-only fiduciaries who are bound to put your interests before our own. We follow the fiduciary standard, the highest standard of care in the industry, in all matters concerning our practice. We do not accept commissions as a compensation method.
Do I have to live in New York or Florida?
We work with clients across the country.
Is there a minimum account size?
We work with clients of all portfolio sizes. There is no minimum. Upon request, we are able to provide planning-only services where we solely provide financial planning without managing your assets.
Where will my money be held? Who will have access to it?
Your assets will be held at the custodians, Charles Schwab and Goldman Sachs.
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