About Us

Here to help you thrive through all of life’s plans

Founded by Amir Noor, CFP®, EA, CRPS™, we provide financial planning-focused services to help clients organize, grow, and protect their assets through life’s transitions

We DON’T accept commissions, referral fees, or compensation of any kind based on selling financial products, without exception.

We DO put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Amir’s Anecdote

My family are immigrants from Pakistan, and I grew up on food stamps. I’ve done EVERYTHING: waited tables, delivered pizzas, bartended, made websites, fixed computers, you name it. When I was in college, I simultaneously held six part-time jobs. One time, I had to babysit a woman with dementia. I have nothing but empathy for people going through hard times, which is why I spend so much time explaining to people that financial planning is a must-have for everyone. It must be done preventively.

As Featured In

Serving Clients Across the World

Based in Long Island, NY

There are N number of ways to plan for your future.

We’ve got N + 1 number of plans to help you reach your goals.

We Help You With All of Life’s Plans (Especially the Unexpected Ones)

“The best laid plans of mice and men often go awry,” as the poet, Robert Burns once said. Burns must not have met our financial advisors, though. Whatever life throws your way, we’re there offering sound financial advice (and a touch of humor) to ensure all of life’s financial plans go off without a hitch.

N = 1

A fiduciary-first wealth planning relationship starts early and evolves as your financial picture grows and crystallizes.

As new opportunities arise, we help you evaluate them and guide you through all of life’s plans.

N = 2

Lower paycheck or better benefits? Understanding the better job choice involves revamping your financial plan. We specialize in iterating.

We’re here with you from the start. We’re a fee-only financial firm with a variety of styles.

  • One-time financial advisor sessions
  • Subscription-based financial advice
  • Financial planning with Managed Assets
  • Whatever works best for you, we can do!

Our clients range from earning $40,000 a year to being $150 million in net worth. We specialize in moving you from middle class to upper class.

N = 3

We’re trusted by investors across the globe. Working with us means you have the support of a Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), and Chartered Retirement Plans Specialists™ (CRPS™) for all of your entrepreneurial goals — at any age and at every stage of life.

N = 5

Can you afford to live on one income? Have a 3rd kid? Finances control a myriad of elements in your life. We can help you gain clarity on the finances so that you can focus on the family values.

Growing up on Food Stamps on Long Island, we vehemently refuse to have a minimum.

Therefore, we have clients who are 23 years old and manage a small sit-down restaurant, and a client worth $150 million, where we’re setting up trusts and foundations.

N = 10

Our financial advisors are family members first: devoted husbands, wives, fathers, and mothers. We get it: family is everything.

Buying a house is stressful. How much should you put down? Did you get a good interest rate? Is it worthwhile to pay for repairs? Should we get a HELOC?

Our advisors help you navigate any part of your life with a dollar sign, so you can focus on what really matters.

N = 30

Can you afford to retire? How much will you get in Social Security? Should you do Roth Conversions?

As you evaluate retirement, you’ll have a whole new host of problems that make accruing money look like the easy part. The hard part is figuring out how much you’re allowed to spend without running out.

We’ll set you up for success so you can enjoy your golden years ahead.

N = ∞

From charitable giving to planning your estate, we’ll ensure all N number of plans you created throughout your life will continue to impact future generations. We’ll ensure a smart plan that ensures you’ll be remembered.

There’s N number of financial plans you’ll need over your lifetime. As N increases, you’ll constantly be changing your plans. How many financial plans will you build over your lifetime?

About Our Fine Establishment

We’re financial advisors who specialize in serving the unique, complex financial needs of high-net-worth clients and everyday people.

As both Certified Financial Planners (CFP®),Chartered Retirement Plans Specialists (CRPS™), and Enrolled Agents (EA), the highest credential offered by the U.S. Department of the Treasury, our financial advisors help you navigate complex tax scenarios while providing strategic financial advice to help you meet your long-term goals.

And as fee-only planners, we’re compensated solely by our clients, rather than through referral fees, mutual fund kickbacks, commissions, or product sales.

Our financial interests are fully aligned with yours, and we only recommend strategies that are objective and tailored to your needs.

Meet Our Founder, Amir Noor

Welcome to N Financial Plans

Hi! I’m Amir Noor. Welcome!
Let me share a bit of my superhero origin story with you

I was raised in an immigrant family on Long Island. As a child, I witnessed first-hand the rollercoaster life of an entrepreneurial immigrant household. My father was an ambitious, risk-taking entrepreneur, and throughout my formative years, we experienced the highest highs and lowest lows — from driving around in late-model imports to not knowing where the next meal was coming from.

Unfortunately, my father passed while I was in high school, and our family subsequently faced a lengthy period of financial difficulty. I was forced to take on much of the responsibility of managing our household finances during that time.

To help support my family while still in high school…

I began building websites and providing technology support to local businesses. A few years later, I migrated to financial services, becoming a licensed insurance agent at the age of 19. (Don’t worry — I no longer sell financial products on commission!).

These early career experiences helped me develop a diverse skillset and understanding of the financial needs of both small businesses and high-net-worth individuals.

I began my college journey majoring in computer science, but graduated from SUNY Stony Brook with a bachelor’s degree in finance as my career goals became clearer.

My combination of early entrepreneurial experience, deep understanding of the financial industry, and understanding of youth has equipped me to work with a wide range of clients, from 22 to 70 years of age and across a variety of financial scenarios.

Although I’m still in my thirties…

I already have nearly two decades of experience working in financial services, a track record that few of my generation can match.

Our Track Record of Success

Our expertise extends beyond traditional financial planning; our work with attorneys, medical professionals, financial services, insurance experts, and small-business owners has allowed us to understand the unique terminology, challenges, and goals of these varied professions.

Recognized by Wealthtender for outstanding client reviews

Amir Noor, CFP®, EA, CRPS™

Dedicated to Helping You Achieve Your Goals

Award Disclosures

Wealthtender awarded Amir Noor, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 09/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 09/01/25. Although N Financial Plans compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)

Amir’s Anecdote

I love Dragon Ball Z, One Piece, and great food recommendations

Tell me your favorite restaurant recommendation, and I’ll be your friend for life. Better yet, buy me coffee or lunch, and I’ll give you free financial advice until the last sip/bite.

Creating “N” Number of Financial Plans in 3 Easy Steps

Our 3-Step Process

Bring us up to speed

During your initial complimentary consultation, we’ll get to know each other. We’ll ask you a few questions about yourself and your aspirations so we can create a customized plan that fits your needs and helps you reach your goals.

We’ll propose, you review

After getting to know your unique needs and preferences, we’ll send you a custom proposal to review. During the review process, you can modify plan features, adjust purchasing options, and much more. We’ll walk you through your options and clarify questions as needed.

Choose your preferred plan

After reviewing N number of different financial plans, you’ll select your preferred plan. We’ll take care of the rest.

N Financial Plans By the Numbers

100+

Lifetime clients served

~20

17+ years of experience
(Infinite experience if you account for parallel dimensions)

$100M+

More than $100 million in taxes saved

0

Zero commissions accepted

What Others Around Town Are Saying
About Our Long Island, NY Financial Advisors

As part of our commitment to transparency and mutual trust, we like to hear what you think of us (for better or worse)!
Discover what others have said about our financial planning and investment management services.

Located On Long Island, NY
Serving Clients All Over the World

How Can We Help? Let’s Talk!

(We’re Nice! We Promise)

Get Helpful Financial Advice Today

Schedule a quick chat with our Certified Financial Planners® and IRS Enrolled Agents. Please fill out the form, or call to get started.

Monday to Friday 9:30AM – 4 PM

By Appointment Only (But, if the stock market is open, we’re open.)

(631) 629-1794

179 New York Avenue, 2nd Floor
Huntington, NY 11743

[email protected]