Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA
Fee-only financial advisor focused on risk-aware planning and investing
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Serving Clients Nationwide
Fee-only financial advisor focused on risk-aware planning and investing
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Todd Stankiewicz, CFP®, ChFC®, CMT®, ABFP®, EA
Most people don’t need more financial advice. They need a better way to make decisions.I’m a dad, a golfer, a business owner, and someone who spends most of his time helping people make better financial decisions when the stakes are high.
If you’re here, there’s a good chance you’re not starting from scratch. You’re likely navigating tradeoffs - timing decisions, risk, tax implications, or competing priorities - and want a clearer way to think through them.
If we work together, you can expect real conversations about what matters to you, where you’re trying to go, and how to structure decisions in a way that fits your life.
I’ll ask thoughtful questions, challenge assumptions when needed, and help you evaluate your options with a clear framework. That process is not done in isolation. Decisions are evaluated across planning, investments, and tax considerations so nothing is looked at in a vacuum.
The goal is not just to build a plan, but to help you make decisions with more clarity and less second-guessing over time.
You can expect thoughtful conversations, honest guidance, and advice tailored to your situation, not a one-size-fits-all approach.
You don’t have to have everything figured out. You just need a place to start.
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
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
SYKON Capital is a Fee-Only Fiduciary Financial Advisory firm Focused on Better Financial Decisions, Not Just PortfoliosWe help individuals and families align investment management, financial planning, tax strategy, and estate planning into one coordinated approach.
Most financial advice focuses on products, portfolios, or a checklist.
At SYKON Capital, we focus on decisions.
Wealth is not just about what you earn or accumulate. It is about what you keep, how you manage risk, and what your resources enable you to do.
SYKON Capital is a fee-only fiduciary financial advisory firm with offices in Harrison, NY and Jupiter, FL. We work with individuals and families to align their financial strategy with what matters most to them through a coordinated approach to financial planning, investment management, tax strategy, and estate planning.
Many clients come to us when they are facing decisions around equity compensation, concentrated investments, business ownership, or major financial transitions. They are not just looking for a portfolio. They are looking for clarity around decisions that carry long-term consequences.
Our approach integrates:
• Behavioral-based financial planning to improve real-world decision making
• Risk-aware investment management focused on protecting against avoidable losses while identifying opportunity
• Integrated tax and estate planning so strategies work together, not in silos
• A team-based model that brings multiple perspectives and areas of expertise to every client relationship
As an independent, fee-only fiduciary, we do not receive commissions or product-based compensation. Our responsibility is to provide objective advice aligned with each client’s goals and circumstances.
The objective is not just growth. It is to help clients make informed, intentional decisions about their wealth with clarity and confidence.
With offices in Harrison, NY and Jupiter, FL, we work with clients locally and across the United States through both in-person and virtual relationships.
Why Our Team Is Different
Most financial advice is delivered in silos: investment management, financial planning, and tax considerations are often handled separately, and in some cases not fully coordinated.
Our team is structured to bring these areas together so decisions can be evaluated in context, not in isolation.
We bring experience across financial planning, investment management, and tax strategy, allowing for a more coordinated approach to client decisions.
This includes:
• Financial planning backgrounds, supported by CFP® and ChFC® designations
• Investment and market-focused disciplines, including CMT® and CFA® training
• Tax knowledge, including Enrolled Agent (EA) credentials, which allows for greater integration of tax-aware considerations
This combination allows us to evaluate decisions with a broader perspective—considering not just investments, but how timing, taxes, risk, and long-term objectives interact.
For clients, that means fewer disconnected recommendations and a more coordinated approach to managing complexity.
Our Services
✔️ Wealth Management
A coordinated approach that integrates investment management, financial planning, tax strategy, and estate considerations into a single, cohesive framework.
✔️ Financial Planning
Values-based financial planning designed to align your financial resources with your long-term goals, priorities, and decision-making needs.
✔️ Investment Management
Portfolio management grounded in behavioral insights, risk awareness, and ongoing evaluation of market conditions. Strategies are designed to align with your objectives and adapt as your situation evolves.
✔️ Tax & Estate Planning Coordination
Coordination of tax-aware strategies and estate planning considerations to support long-term wealth preservation, efficient transfers, and alignment with your broader financial plan.
Education
Boston University, Bachelor's Degree | Quinnipiac University, Masters of Business Administration, MBA
Hobbies and Interests
- Animals
- Family
- Golf
- Hockey
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Young Families
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Excellent service and Market Insight
I highly recommend
Top Tier Advisor
Sykon Capital
Professional and sound investment advice
Of Course you need Sykon Capital
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