Emerald Planning Services
Tax, Financial and Investment Strategies

About US...

"During the 1980s, financial planning emphasis was on maximum return. However, we have quickly learned that the market, also can go down, as well as up. Risk or volatility can be just as important as return. A major study of pension plans in 1986 and updated in 1991 determined that over 91% of the portfolio performance was determined by the asset allocation process. That’s why we place the asset allocation decision at the heart of our investment decision. Since we manage your portfolio on a fee-only basis, there is no bias in our recommendations to you." - Daniel J. McMahon, CPA CFP


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Our Mission is to provide clients with the most professional, unbiased advice in helping them solve all their financial needs.

Emerald Financial Planning has also been involved in the philanthropic area. We have provided our clients with significant planning opportunities through the use of charitable trusts. This has led us to a deeper appreciation of a concept known as "social capital". This is the part of your wealth (income and assets) that you are not allowed to retain, primarily due to taxes. There is a misconception in our society that taxes are mandatory. The concept of social capital is to redirect those taxes, enabling you to increase your wealth, while at the same time fulfilling important personal, family and philanthropic goals.

Our investment system delivers those services like never before. To manage your investments, we call on the resources of an entire team of experts, including institutional asset allocation strategists, distinguished academics and some of the industry’s most talented money managers. It is a class of fee-based, institutional-quality investment managers rarely available to individual investors.

We invite you to peruse our Web site. We’ll show you our six stage investment management process mobilizes an unprecedented level of resources to help you plan your financial future with confidence.

Give us a call today to discuss your needs.

Member Organizations

Some of the organizations to which we are members, which enhance our professional credentials are as follows:

  • NYS Society of Certified Public Accountants
  • Certified Financial Planner Board of Standards
  • Financial Planning Association
  • National Association of Philanthropic Planners
  • Estate Planning Council of Westchester County


Emerald Planning Services, Inc.
573 Millwood Road
Chappaqua, NY  10514-1317
914-241-0707 (voice)
914-864-2300 (fax)


© 2000 to 2008 Emerald Planning Services, all rights reserved.

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Planning for the future...

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