A New York City-based Registered Investment Advisor that offers fee-only financial planning in the form of hourly or subscription-based personal finance consulting services and no-minimum professional investment management.
Our ideal clients are:
- younger professionals, couples and families in their 20s, 30s and early 40s
- individuals and families who are living and working in the US as foreign nationals
- individuals below the age of 50 who are emerging into a suddenly-single situation following recent divorce or widowhood
- individuals and couples seeking non-complex estate planning services
- employers seeking workplace financial planning services that provide personal finance education to their employees
Completely independent, our various fee-for-service models take no sales commissions, kickbacks or compensation of any kind from any third party for making any sales or recommendations. Our compensation comes exclusively from our clients to whom we provide real and unique value. We are therefore able to provide agile, un-conflicted, evidence-based clarity in all aspects of personal finance and investing that empowers our clients to take control of their financial futures. There are multiple levels on which a client can engage with us.
We are proud to be able to offer optional professional portfolio management through the Betterment For Advisors platform that includes access to DIMENSIONAL FUND ADVISORS (DFA) fund investments which we have been approved to use in managed client portfolios.