Mindi Financial
We partner with clients - individuals, families, entrepreneurs and small business owners - who want to live life on their own terms.
We help simplify complex financial decisions, manage risks and maximize the value of your assets so that your finances enable you to live your best life.?
We believe financial independence should be accessible to everyone, so we work with clients at all stages of their journey.
Mindi Financial is a fully remote business serving clients virtually in the Hudson Valley of NY and nationwide. We are fee-only and offer one simple service: ongoing comprehensive financial planning and investment management for a transparent fee based on assets under management. Visit our website at www.mindifinancial.com to learn more.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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