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 built for the long term.
Amir’s Anecdote
Hypothetical example for illustration only: someone spends a few thousand dollars a year on sneakers, the hobby they love, and feels guilty about it. Do you ever feel shame around spending or investing money? A plan can make room for that spending on purpose, with trade-offs shown up front. Whether you’re a sneaker aficionado or planning your next investment, let’s work toward 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 investment process is designed around your long-term goals and comfort with risk. 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
We offer a broad range of strategies with an international impact from a local team. 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.)
We provide active fixed-income offerings that are designed to maintain their footing in global markets.
(Predictability, portfolio diversification, and stability are our middle names. Yeah, we know: we have a long middle name.)
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.)
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)
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.🎵)
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), and Chartered Retirement Plans Specialist (CRPS™) with 17+ years 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 of our clients. We’re here to help you manage your investments with your goals in mind.
Our Core Values
We’re fee-only managers and fiduciaries who act in a systematic, planned manner. We put your best interests first. We’re here to give you clear, conflict-aware advice.
N Financial Plans By the Numbers
3
Credentials under one roof: CFP®, EA and CRPS™ (dad jokes included at no extra charge)
17+
Years of experience (Infinite experience if you account for parallel dimensions)
$∞
Infinite money conversations worth having!
0
Zero commissions accepted
Investment Planning As Easy as 1, 2, 3
Our 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 designed to put your assets to work for your goals.
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. Markets change and no plan can promise an outcome, but your plan stays focused on 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, with a process that seeks to align your investments with your goals.
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, aiming for a partnership founded upon trust and transparency. We believe that comprehensive investment management should be holistic to help your investments work in your favor.
Credentials You Can Look Up
As both a Certified Financial Planner® and Enrolled Agent (a credential issued by the U.S. Department of the Treasury), our team brings high-net-worth investing strategies for wealth management. With 17+ years of experience in personal financial services, our multilingual team works with clients across the globe to help them work toward their financial goals. We’ll show you N financial ways to plan for you and your money.
Your Future, Your Plan. Let’s Talk.
Get Started with Your N Financial Plan
Schedule a complimentary investment management consultation with our Certified Financial Planners® and Enrolled Agents to start working toward your financial goals. 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.)
179 New York Avenue, 2nd Floor Huntington, NY 11743