Simon Brady (BA, CFP®)

Simon Brady focuses in the
following client markets or areas of practice:

ExPat and Cross Border Issues

Generation X

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Millennials

Planning Specialties

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.

Additional Information

Simon grew up in London and studied in the UK and France before being transferred to New York to trade currency and equity derivatives and take on a senior management roles at a major Wall Street trading firm. After more than twenty-five years of financial market experience, Simon left the institutional trading world and underwent the extensive three-year education at New York University and then successfully passed the challenging designation exam to become fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional.

He subsequently worked for the United Nations as a financial advisor and ETF specialist before founding Anglia Advisors, a fee-for-service-only advisory firm specifically aimed at offering personal finance consulting services to younger professionals and foreign nationals living and working in the US.

In 2019, Simon and Anglia Advisors were honored to be approved by Dimensional Fund Advisors (DFA) to be able to offer their funds to our clients with portfolios under our management.

Simon is a regular media contributor as well as a speaker on personal finance topics at conferences, universities, libraries, seminars, workshops and various private events in the New York area and beyond. He has been quoted and published on national, regional and local news outlets, articles, blogs and websites and hosts his own personal finance podcast. He has held directorships and board positions in the past at the Financial Planning Association of New York and at New York Toastmasters.