Female Financial Advisor Serving Albany and the Capital Region
Albany and the Capital Region are home to a remarkable community of high-achieving women. Women leading state agencies and government departments. Women building businesses in Saratoga Springs, Clifton Park, and Troy. Women in healthcare and education who are the primary earners for their families. Women navigating divorce, widowhood, or a major career transition who need steady, professional financial guidance before they make their next move.
These are the women Pachira was built for, and they are right here in our community.
Comprehensive Financial Planning for Women in Albany and the Capital Region
Pachira offers financial planning for women that goes beyond portfolio oversight. Every client relationship begins with a financial plan built around your specific situation, your goals, your timeline, and the complexity of your life, with investment management and ongoing advisory woven into the same relationship.
Whether you are building toward retirement, navigating a major life transition, or managing the financial demands of running a business, Pachira brings it all together under one valued advisory relationship.
Based in Latham. Serving the Capital Region and Beyond.
Pachira is based in Latham, NY and works with women throughout the Albany area and across the Capital Region. Whether you are local or prefer to meet virtually, Pachira offers flexible options to fit your life.
We serve women in Albany, Latham, Saratoga Springs, Troy, Schenectady, Clifton Park, and surrounding communities.
Women Pachira Serves in the Capital Region
Pachira serves women in the Capital Region who are navigating the kind of financial complexity that generic financial planning advice doesn’t address.
Breadwinner Women
Female Executives
Women Business Owners
Women In Transition
Financial Planning Services for Women in Albany
Pachira offers a range of financial planning services, all integrated into a single advisory relationship built around your financial plan.
Comprehensive Planning
A planning-led advisory relationship that brings your investments, your financial plan, and your long-term goals together under a professional advisor.
Investment Management
Your portfolio is built around your financial plan and actively managed with your goals, your timeline, and your tax picture in mind.
Retirement Planning
A retirement strategy built specifically around your income, your life stage, and the retirement you are working toward, not a generic projection designed for someone else.
Estate Planning Guidance
Coordinating alongside your estate attorney so your wealth, your wishes, and the people you love are addressed as part of your personal wealth management strategy.
Meet Gretchen and the Pachira Team
Every client relationship at Pachira is led by Gretchen Meyer, MBA, CFP®, who founded the firm in 2014 with a single purpose: to give women in the Capital Region and beyond the kind of financial guidance she wished she’d had earlier in her own life. The Pachira team shares that commitment to every client relationship.
Ready to Work with a Female Financial Advisor in Albany, NY?
If you are looking for a woman-owned wealth management firm that understands your financial life, we would love to start a conversation. Schedule a complimentary consultation with Gretchen and her team today.
Why Women in the Capital Region Choose Pachira
Women in Albany and the Capital Region choose Pachira because the firm was built specifically for them, not adapted for them after the fact. Here is what sets Pachira apart:
Woman-Owned & Woman-Led
Pachira was founded by Gretchen Meyer in 2014 with a focus on helping women build financial confidence and independence.
CFP®-Credentialed
Gretchen holds the CERTIFIED FINANCIAL PLANNER™ designation, meaning her advice meets rigorous standards in financial planning education, examination, and ethics.
Professional Standard
Regardless of the type of relationship, we are committed to acting in our clients' best interests. Our recommendations are focused to manage our clients' needs and objectives and are not driven by commissions or product incentives. This is the standard of care and professionalism you should expect from any financial advisor.
Planning-Led Advisory
Your financial plan comes first. Investment management and ongoing advisory follow from that foundation, not the other way around.
Backed by LPL Financial
Pachira's client accounts are held and processed through LPL Financial, one of the largest independent broker-dealers in the country,* providing institutional-level security and reliability behind every personal relationship.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
