# Huguenot Financial Planning

Huguenot Financial Planning is a Multi Family Office based in New Paltz.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New Paltz
- **Assets under management:** Undisclosed
- **Website:** https://huguenotfinancialplanning.com

## Regulatory record

- **CRD number:** 292553
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292553

## About

Huguenot Financial Planning is a fee-only investment consulting and financial planning firm that works solely for its clients and does not receive commissions or sell products. It is committed to objectivity and fiduciary standards, designing custom strategies for individual needs. The firm serves New York's Mid-Hudson Valley and clients across the country, and is a member of the Garrett Planning Network.

## People

- David Sterman — CFP, President & CEO

## Questions

### Where is Huguenot Financial Planning located?

The firm's headquarters and any additional offices have not been publicly disclosed. Its geographic footprint is unknown.

### Who runs investment decisions at Huguenot Financial Planning?

The principals and leadership team of Huguenot Financial Planning are not publicly named. No sources disclose who oversees investment decisions or operations.

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- [Langley Wealth Management](https://altss.com/profile/langley-wealth-management)
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Last updated: 2026-08-11T15:07:05.535Z

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