Why choose us?

It only makes sense to take advice from someone who is committed to acting in your best interest. We adhere to the fiduciary standard because you deserve unbiased advice.

We are not here to judge or embarrass you, we listen first and foremost and as a fiduciary we are on your side of the equation 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 move from being confused or frustrated with their finances to clarity and confidence about their financial future. We create solutions that match your circumstances, your interests, your priorities and your aspirations. Boerum Hill Financial Advisors provides access to a wide range of financial advisory services, freeing you to focus on what matters most to you.

Boerum Hill Financial Advisors was established to provide you with financial advice that is relevant, tailored, and built on the foundation of a strong 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, to trade a security, a stock, bond, fund or insurance.

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: Employees of marquee brokerage firms are expected to generate profits for their parent company, which we believe creates conflicts of interest. 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. To make sure that all of our clients' financial needs are met as a whole, we regularly work with their accountants, attorneys and other experts.

UNCOMMON EXPERIENCE

Experience and qualifications matter—especially in a field where virtually anyone can present himself or herself as a financial advisor. Our firm has close affiliations with CPA's (tax specialists), and we work closely with investment portfolio design firm. We are qualified to identify the expertise needed depending on the situation.

DEFINING MY VALUE TO YOU

Historically, there has been a substantial gap between the performance of individual investors and institutions. My job is to help you close that gap. Investing is an emotional process. An informed and objective partner can help us manage those emotions, leading to better investment decisions. I believe that investors who rely on professional advice have a greater probability of success than those that don’t. In my experience, the cost of professional advice is much lower than the cost of mistakes we’re likely to make without it.. Most financial areas including taxes, investing, estate planning and retirement have become increasingly complex. 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.

Understanding

We owe you an understanding of your aspirations, goals, dreams, pains, problems and phobias. We strive to be your critical source of wisdom, perspective and judgement when it come to YOUR finances. This requires not just knowledge of you, but a passion and desire to understand you, and deliver action plans that match your aspirations , and to walk alongside of you.

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.
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Contact

  • Phone:
    (516) 695-1610
  • E-Mail:
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DISCLOSURES | PRIVACY POLICY
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