Tilton Financial Planning is a financial services practice based in Hauppauge, New York, focused on helping clients work toward financial independence. Its stated priority is putting clients’ interests first, building long-term relationships through open communication, and tailoring guidance to each person’s goals, financial circumstances, and risk tolerance. The practice serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals.

Its services include wealth management, portfolio construction and risk management, retirement planning, peak-career wealth-building strategies, and estate strategy. Tilton also provides resources covering investment, insurance, tax, money, and lifestyle topics, along with educational materials, calculators, and retirement planning tools. The firm describes a three-step approach: understand the client’s objectives and financial situation, develop a customized financial plan, and implement and monitor the plan as circumstances change. Prospective clients can arrange an initial conversation to discuss their needs and determine whether the practice is a suitable match. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA and SIPC member.