Understanding your needs, and
working to maximize your outcomes.

Fee-Only Fiduciary Financial Advisor | Brooklyn, NY

At Boerum Hill Financial Advisors

We bring together your financial picture and goals for the future.

If we were going to embark together on a major renovation of your home, in order to do a good job, we would need to understand what your goals and priorities are. It's the same when it comes to your finances--we need to get to know you first. We do so by using an integrated process to bring together your complete financial picture: How you got to where you are, and your goals for the future. Only then can we start to create the relevant financial options and solutions for your future.

Our financial advice is built on understanding you

We are all about customizing a plan for you, ranging from situational to comprehensive plans. We create an ideal plan for you by leveraging our tools, technology, and approach based on a strong relationship with you. As things change, we believe in being nimble and adapting the plan.
A PLAN, TAILORED TO YOUR NEEDS
Your financial life isn’t limited to just investing. You may have several sources of income or may be focused on building a business. Whatever your situation and needs, whether they involve family, education, business expansion, recreation, wealth transfer or a rainy-day fund, we are best placed to work with you to create a plan tailored to your needs.
LIFE EVENTS, AND KEEPING ON TRACK
We work with you to identify and manage the financial impact of events on your life and your business, both good or bad. No one is guaranteed success without due diligence, so we enable you to keep on track, always with an eye to the future and proactive solutions.

Strategic affiliations

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn more about your financial planning needs and share information on our firm to see if our services are right for you.
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Contact

  • Phone:
    (516) 695-1610
  • E-Mail:
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