Serving Clients in the U.S. and Abroad Invest with Confidence in on Long Island
Holistic Wealth and Investment Management Services in NY
Our financial advisors get people: we’re not like other investment and wealth management firms. We know money is a touchy subject, so we’re here to guide you every step of the way. Our financial advisors specialize in high-net-worth investment strategies for long-term, stable growth.
Amir’s Anecdote
I had a client who spent $1,000 or $2,000 every other month on sneakers, and he felt ashamed for spending money on his passion. Do you ever feel shame around spending or investing money? The good news is that he is still able to retire in his 60s. Whether you’re a sneaker aficionado or planning your next investment, let’s help you reach your wealth and investment goals sans shame and guilt.
As Featured In
Investment and Wealth Management — the Not Scary Way
Complete Investment and Wealth Management Services
Conventional investing can be terrifying because you can’t afford to lose it. Ever felt scared or ashamed of your investing habits (or lack thereof)? Don’t be!
We know there are N number of ways to invest and manage your assets, and we’re here to show you how — and to make it a little easier for you.
At N Financial Plans, our goal is to provide strong, steady, long-term investment performance for wealth management. Our financial advisors work with a variety of clients from government institutions, corporations, mom-and-pop shops, and nonprofits. We pride ourselves on working with good people just like you.
Our investment solutions include a healthy range of alternative investments, active investment strategies, customized portfolio investments, sustainable investments, and tax-management solutions.
You Set the Bar High. We Help You Keep It There
Our High Net-Worth Investment Capabilities
Low-Cost Index Investing
We offer a broad range of strategies with an international impact from local experts. We work with clients across the world. (We considered calling our company Investors Without Borders but didn’t want to end up in a legal battle.)
Fixed Income Offerings
We provide active fixed-income offerings that maintain their footing in global markets.
(Predictability, portfolio diversification, and stability are our middle names. Yeah, we know: we have a long middle name.)
Liquidity and Capital Preservation
We offer high net worth financial planning and investing that helps you safeguard your income, capital, and assets for your obligations.
(We help you convert cash when you need it, and we’ll throw in a joke here and there to keep things light.)
Alternative Investment Strategies
We provide investing solutions and wealth management consulting for alternative investments. Think private equity, real estate, infrastructure investment, multi-asset funds, and hedge funds.
(It’s like alternative rock ‘n roll, but better)
Customized Portfolio Management and Wealth Planning
Enjoy customized investment management strategies that give you greater transparency into your investments and assets.
(It’s like looking through a window and seeing more clearly now that the rain is gone.🎵)
Sustainable Investing for Life
A diverse collection of investment strategies across national and international public and private markets.
(I guess you could say people know us.)
There are N number of ways to reach your investment goals Let’s build N financial plans to get you there
Our Investment Philosophy
Our Investment Management Team
Behind every N Financial Plan is a Certified Financial Planner (CFP®), Enrolled Agent (EA), Chartered Retirement Plans Specialist (CRPS™), and chartered financial advisor with decades of experience under their belt.
(And they’re pretty good-looking, too.)
Our Methodology
You’ll work with a financial advisor who employs evidence-based strategies and designs rooted in economic data, scientific research, and peer-reviewed academic studies. The result? Better advice.
Our Core Focus
We focus on the long-term financial well-being and success of our clients. We’re here to help you sustain and grow your investments.
Our Core Values
We’re fee-only managers and fiduciaries who act in a systematic, planned manner. We put your best interests first and always prioritize results. We’re here to boost your bottom line.
N Financial Plans By the Numbers
99.8%
99.8% confidence rating that you’ll smile while in meetings with our Certified Financial Planners (CFP®) who promised their spouses to tell fewer jokes at home.
~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
Investment Planning As Easy as 1, 2, 3
Our Worry-Free 3-Step Investment Approach
Discover
During your initial 30-60-minute call with us, we’ll get to know you, your investment goals, your values, and your goals. We’ll discover whether we’re the right financial advisors for you (like a match made in heaven).
Analyze, Check-In, and Plan
We’ll look at your assets, investments, tax implications, estate planning needs, and other wealth management investments. Together, we’ll analyze the information you provide, consider major factors that could influence your plan, and begin your financial planning journey by making informed decisions to help you maximize the value of your assets.
Check-in, Fact-Find, and Customize
We’ll conduct regular check-ins and reviews with you to help keep your plan on track and adjust as needed. We’ll look at the facts, create a plan that adjusts and takes into account current market volatility, and customize as needed. Our plan is flexible, yet remains dependable and secure to achieve your investment goals.
N Number of Investment Plans. N Number of Ways to Thrive
Why Invest With Us?
If you go on a vacation for N number of days, plan on bringing “N+1” number of pairs of underwear. The same applies to your finances. You wouldn’t just create one financial plan for all your life’s plans, right?
Comprehensive Wealth & Risk Management
N Financial Plans offers a total wealth management experience, including portfolio management, comprehensive financial planning, retirement planning, tax preparation and filing, and financial planning for businesses. Our team will guide you through every aspect of your investments, so you can maximize your return on investment.
Fee-Only Financial Planning For the Win
We choose fee-only pricing over commissions and kickbacks. With our flat-fee-only investment and wealth management, you pay one flat fee for our entire suite of investment planning services. No corporate bureaucracy just honest, friendly, and dependable investment advice.
A Fiduciary-Informed Client-Centered Approach
Since we’re compensated solely by clients and not by referral fees, kickbacks, commissions, or product sales we take a client-centered approach, ensuring a partnership founded upon trust and transparency. We believe that comprehensive investment management should be holistic to help your investments work in your favor.
Extensive Financial Expertise Backed By Authorities
As both a Certified Financial Planner® and Enrolled Agent (the highest credential offered by the U.S. Department of Treasury), our team brings rock-solid high-net-worth investing strategies for wealth management. With more 20 years of experience in investment planning, our multilingual team works with clients across the globe to help them achieve financial freedom. We’ll show you N financial ways that you and your money can flourish.
Your Future Is Bright. Let’s Help You Thrive.
Get Started with Your N Financial Plan
Schedule a complimentary investment management consultation with our Certified Financial Planners® and Enrolled Agents to begin your journey towards financial freedom. 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]