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A Steady Partner in Your Financial Journey

For years, the Sheila Littleton team has helped clients in Westchester County, NY, and across the East Coast find confidence in their financial journeys. We believe that financial planning is more than just numbers—it’s about understanding where you are, where you’re going, and how to get there with confidence. Wherever life takes you, we’ll be a trusted partner in that journey.

Meet Sheila Littleton<br/>

Meet Sheila Littleton

(914) 382-1825
info@LittletonAdvisors.com

With over two decades as a financial advisor, I have significant experience creating resilient portfolios through various market cycles and economic climates. My approach starts with you – carefully listening to your concerns, values, goals, and vision for your future, and creating personalized, tailored investment strategies. Clients often ask when can they retire, when should they collect Social Security, how can they mitigate taxes, how can they find an estate attorney they can trust? Together we will navigate the complexities of retirement and estate planning, making informed decisions with emphasis on tax efficiency and long-term portfolio growth.

I want to witness you succeed by ensuring your retirement plan is as robust as your estate plan. I want you to lead a healthy life so you can enjoy the wealth and success you have achieved, and I will help you navigate your financial journey starting where you are now. I will be there for you. I take pride in building long-term relationships based on trust, integrity and transparency, helping you not just plan for the future but embrace it with peace of mind. Sheila currently holds life, accident, and health insurance licenses in NY, NJ, CT, VT, and FL, and Series 6, 63, and SIE, and is a Registered Representative with Cetera Financial Specialists, LLC.

Growing up, money was always a challenge—an obstacle that shaped my perspective and fueled my desire to understand finance on a deeper level.  My parents instilled in me a simple but profound lesson: leave the world better than you found it. That philosophy has guided my approach to financial advising, inspiring me to help others gain control over their financial futures.  With a passion for investment strategy, I thrive on crafting solutions that align with each client’s unique goals. My approach isn’t just about numbers; it’s about empowerment—helping business owners and individuals make informed decisions, turn uncertainty into opportunity, and create financial independence by building wealth.  Whether it’s planning for retirement, growing investments, or navigating market complexities, my mission is to provide clarity, confidence, and a meaningful impact, one financial decision at a time.

Keep More of What You&#8217;ve Built

Keep More of What You’ve Built

Managing wealth isn’t just about growing assets—it’s about thoughtful, strategic planning that helps you make the most of what you’ve built. Our team considers all of the moving pieces, integrating tax-efficient strategies and risk management best practices to help protect and optimize your wealth over time.

Understand The Why Behind Every Decision


Understand The Why Behind Every Decision


Financial choices are rarely just about logic—they’re shaped by your values, experiences, and long-term vision. That’s why we take the time to understand what drives your decisions, offering guidance that aligns with both your financial and personal goals.

Build Confidence Through Knowledge

Build Confidence Through Knowledge

We believe that education is the foundation of financial confidence. A great conversation doesn’t just provide answers—it sparks better questions. Through thoughtful discussions, personalized guidance, and access to valuable resources, we help you gain the knowledge you need to maximize and protect your wealth and live the life you want.

Our Core Values

Education Equals Empowerment

We empower clients through clear, personalized financial coaching and guidance. We deliver actionable insights, so clients understand the ‘why’ behind it all and make empowered decisions.

Coordinate the Details

We take pride in thoughtfully managing every detail of your financial life. By collaborating with CPAs, attorneys, and your other professionals, we create a seamless financial plan with you in the center.

Truly Holistic Solutions

Financial planning has an inherent emotional component. Your wealth is deeply connected to your life and goals, therefore we craft personalized solutions that support your overall well-being.

Invested In Client Success

We go beyond managing assets to build meaningful relationships that inspire trust and confidence. We believe in truly knowing our clients—what drives them, what they value, and what makes them unique.

Doing More for You by Partnering with Cetera

Through our partnership with Cetera, we gain access to top-tier research and services while preserving our independence, allowing us to provide financial solutions built around you.

Cetera Advanced

Planning Team

Cetera's Advanced Planning Team gives our team access to expert legal and financial services.

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Cetera Investment Management Team

Cetera’s Investment Team provides unbiased research and guidance to assist us in developing personalized plans.

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Cetera Financial
Plan Design Team

Cetera’s Financial Plan Design Team provides us with access to over 100 years of experience.

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Working Together With

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Will Your Wealth Support the Retirement You’ve Envisioned?

Enjoying retirement requires more than having enough saved; it requires a strategy that supports and protects the life and legacy you envision. We design thoughtful, comprehensive strategies that help you make the most of the next chapter.

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Who We Serve

We help business owners, families, and independent women navigate financial complexity and make informed decisions about their future.

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Our Approach

We take a holistic, tax-efficient approach, bringing together all aspects of your financial life to create strategies that evolve with you.

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Our Services

From retirement and tax planning to investing, business planning, and beyond, our services are designed to support your financial journey at every stage.

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