Description:
About Us We are a boutique, fee-only financial planning firm based in New York City, focused on serving and positively impacting the lives of Gen X and millennial entrepreneurs, business owners, and professionals. The firms principals are each Investopedia 100 Top Financial Advisors with core values of lifelong learning, fairness, integrity, and excellence. The firm is looking to mentor, support, and guide the ideal candidate for long-term career success and …