Direct booking
Book time directly with this advisor, no back-and-forth required
3 advisors near New York, NY
Based on your filters
Timothy H
CFP®
New York, NY
Firebrand Wealth Management, LLC
Timothy Huynh is a CFP® professional with six years of industry experience. He is currently with Firebrand Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Westfield Financial Planning and Harding Loevner LP. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm offers discretionary investment management and comprehensive financial planning, employing a passive portfolio construction approach guided by Modern Portfolio Theory and fundamental analysis.
Suzanne B
Series 63, Series 66
New York, NY
Firebrand Wealth Management, LLC
Suzanne Bottoms is a financial advisor at Firebrand Wealth Management, LLC in New York, NY, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including DHR Investment Counsel, Ltd. and Royal Alliance Associates, INC. Suzanne is licensed as an insurance agent in Virginia but is not affiliated with any insurance company and does not actively sell insurance. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes passive portfolio construction guided by Modern Portfolio Theory and fundamental analysis, typically using index mutual funds and ETFs while maintaining flexibility for other securities.
Stephanie H
CFP®
New York, NY
Firebrand Wealth Management, LLC
Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
3 advisors near New York, NY
Based on your filters