is an independent, fee-based financial planning firm.  The principals are CERTIFIED FINANCIAL PLANNERS™. The CFP® mark helps consumers identify financial planners who are committed to competent and ethical behavior when providing financial planning services.

We are not associated with a brokerage firm and we do not sell investment products or receive brokerage commissions. We are required to maintain technical competence and fulfill ethical obligations through continuing education studies.  As members of the Financial Planning Association of New York we adhere to that standard of care for our clients.

The FPA believes that all financial planning services should be delivered in accordance with the following statements: 

  • put the client’s best interests first.
  • act with due care and in utmost good faith.
  • do not mislead clients.
  • provide full and fair disclosure of all material facts.


A CERTIFIED FINANCIAL PLANNER™ can help you navigate all aspects of your finances.  CFP® professionals have completed extensive training and are held to the highest ethical and educational standards.


Financial planning is not just for the well-to-do. Everyone, no matter age or income level, can benefit from the advice of a financial planner.

Robo Advisory Services

Investing a small dollar amount over a long time period can have a greater impact on investment results than investing a large dollar amount for a short time period.

investment Management

We believe that the best investment returns come from purchasing the best value growers for the least price.