Established in 1993, Wynnewood Planning is a boutique insurance, risk, and employee benefits advisory firm based in Larchmont, NY. For more than thirty years, we’ve helped individuals and families navigate life and disability insurance and developed solutions for employers of all sizes design, select, and implement comprehensive employee benefit programs that support their teams and strengthen organizational retention.
Unlike traditional insurance companies that can only offer their own products, Wynnewood Planning operates as an independent brokerage company.
As an independent broker, we aren’t tied to any single carrier. Instead, we evaluate plans across the entire market and guide you toward the options that best match your needs, budget, and long-term goals. Our clients benefit from wider choice, unbiased recommendations, and the confidence that their coverage is truly the right fit — not just the only one available.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Our Private Client team offers concierge-level support for individuals and families. We assist with product analysis, carrier selection, policy implementation, and ongoing servicing throughout the life of the policy — always with a personalized, relationship-first approach.
We specialize in employee benefits consulting, individual insurance planning, and corporate risk management, providing personalized strategies for businesses of every size. Our goal is simple: make complex decisions easier, clearer, and more confident.
Wynnewood Planning helps organizations build and manage executive benefits programs, including structured, funded, and administered non-qualified supplemental benefit plans. These customized solutions help retain and reward key leadership with clarity and confidence.
While our firm has a long-standing reputation for thoughtful guidance, our approach is firmly grounded in today’s most modern, best-in-class insurance and benefits solutions. From innovative group health plan options to the newest executive benefit offerings and leading individual insurance products, we stay aligned with current industry standards to ensure our clients always receive the strongest and most competitive options.
At Wynnewood Planning, clients receive the best of both worlds: modern, competitive solutions paired with decades of seasoned industry experience. Our commitment has never changed — to deliver clarity, integrity, and long-term partnership to every client we serve.
We will help you navigate your insurance options.
Reach out today for personalized advice tailored to your situation.