It only makes sense to take advice from someone who is committed to acting in your best interest.
We listen first and foremost and as a fiduciary, we are on your side of the equation always putting your interests first.
We understand how finances impact your life, relationships, and even health. There is nothing we like better than to help a client gain clarity and confidence about their financial future. All service is provided one-on-one, in person, we get to know you so we can design solutions that will work for you. Boerum Hill Financial Advisors provides you with financial advice and guidance so you to focus on what matters most to you.
Boerum Hill Financial Advisors will deliver financial advice that is relevant, tailored, and built on the foundation of a strong client relationship. As a fiduciary advisor, we are free from the pressure to sell a specific point of view, investment product, or a prepackaged solution.
We receive no fees from you or others, for a specific transaction, insurance, and annuity products or to trade a - security, stock, or bond.
Core tenets of our client relationship and investment philosophy:
INDEPENDENCE AND OBJECTIVITY
Boerum Hill Financial Advisors is an independent Registered Investment Advisor. Here's why that's important: As an independent firm, we answer to our clients, period. Our business model frees us to focus only on your success, and to put your interests first at all times. Employees of marquee brokerage firms are expected to generate profits for their parent company, which we believe creates conflicts of interest.
Experience and qualifications matter—especially in a field where virtually anyone can present himself or herself as a financial advisor. With 30 years of senior management experience in corporate finance here and overseas, and as a CERTIFIED FINANCIAL PLANNER, a CERTIFIED INVESTMENT MANAGER ANALYST, and a RETIREMENT MANAGER ADVISOR, I have the experience and knowledge to meet your needs. We are also qualified to identify other expertise needed depending on the situation.
DEFINING MY VALUE TO YOU
Most financial planning areas including taxes, investing, cash flow, risk management, estate, and retirement planning have become increasingly complex and difficult to navigate. A well-informed advisor can help to make sense of it all.
Every Client is Unique. When it comes to determining your financial strategy there is no one-size-fits-all solution.
Our investment solutions are designed to fit diverse goals, risk tolerances, and tax situations.
Financial planning and investment strategies should be objective, data-based and time-tested.
The interests of clients and advisors should align. We are paid directly by our clients for advice, not by earning commissions for selling life insurance or mutual funds.
We will understand your aspirations, goals, dreams, pain points, and how you roll. We will be in your corner providing you with objective and relevant financial advice that can deliver your needs and identify opportunities. We work alongside you and are ready to adapt your plan to respond to change.
Simply Better Financial Advice
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.