Fee-Only Financial Advisor in Manhattan, NYC
Located steps from Penn Station, our Manhattan office gives New York City professionals direct access to integrated financial planning, investment management, and tax services, all under one roof.
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About Our Manhattan Office
Our Manhattan office at 14 Penn Plaza sits in the center of Midtown, making it easy for professionals across the city to meet with their advisory team in person. Whether you work in finance, tech, media, or law, our team of CFP® professionals and CPAs understands the unique financial pressures of building wealth in New York City.
Manhattan is one of the most financially complex environments in the world. Between high state and city income taxes, expensive real estate decisions, concentrated stock positions from publicly traded employers, and the demands of dual-income professional households, the financial planning needs here are rarely simple. Professionals in the city often find themselves underserved by advisors who don't account for the full tax picture.
Manhattan, NY
Services Available in Manhattan
Every service is delivered by an integrated team of CFP® professionals, CPAs, and Enrolled Agents, so your financial plan, investment strategy, and tax return all work together.
Who We Serve in Manhattan
Our Manhattan clients include corporate executives with RSUs, ISOs, and deferred compensation plans, partners at professional services firms, startup founders navigating liquidity events, and high-net-worth individuals managing multi-state tax exposure. Many come to us after realizing their investment advisor and CPA were making decisions in silos, costing them money in the process.
Local Tax & Planning Insight
New York City residents face a triple layer of taxation: federal, New York State, and New York City income tax. Combined marginal rates can exceed 50% for high earners. That makes proactive tax planning (Roth conversions, charitable giving strategies, equity compensation timing, and estimated tax optimization) not just valuable, but critical. Our team handles both the planning and the return, so nothing falls through the cracks.
Why an Integrated Firm Matters
Most advisory firms manage your investments. We manage the relationship between your investments, your taxes, and your financial plan, because those decisions are inseparable.
Also Serving Nearby Areas
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.