Syosset, NY logo

Syosset, NY Office

Team
Updated today
4 Thought Financial Group Inc. logo

4 Thought Financial Group Inc.

Team

Firm-wide stats for 4 Thought Financial Group Inc.

Total advisors

5

Across 2 offices

Clients per advisor

59 Typical

Avg AUM per client

$575,797 Low

HNW client ratio

0% Very Low

About

4Thought Financial Group provides portfolio management and financial planning to a mix of individual investors (including high‑net‑worth clients), family offices, trusts, pension and retirement plans, corporations (including insurance companies), non‑profit organizations, and other registered investment advisers. Services include directly managed discretionary accounts, separately managed account (SMA) strategies, a sponsored wrap fee program, assets‑under‑advisory trading signals for third‑party advisers, and publishing of economic research and periodical content.

The firm structures portfolios using its Multi‑Method Investing® framework and Risk Premium Capital Allocation, offering model‑driven SMAs as well as fully customizable liability‑driven accounts and unconstrained tactical strategies that may use ETFs, institutional mutual funds, individual securities and algorithmic allocations. 4Thought supports other advisors through sub‑advisory and solicitation arrangements, and also offers subscription and retainer options (including ongoing model recommendation subscriptions and subscription financial planning), in addition to one‑time and hourly consulting.

Compared with many peers, 4Thought combines an active publishing/research business with its advisory practice and markets its proprietary SMA strategies to third‑party RIAs and platforms, while also sponsoring a wrap program — arrangements the firm discloses can create referral or proprietary‑product conflicts. The firm is licensed as an insurance broker and notes it may receive insurance commissions, and it reports adherence to GIPS and provides performance reporting and composites to interested parties.

Based on 4 Thought Financial Group Inc.

Expertise

Wealth management Active portfolio management Passive / index investing Retirement income strategy Business succession planning

Based on 4 Thought Financial Group Inc.

Occupation focus

Founder/Business Owner Retired

Based on 4 Thought Financial Group Inc.

Location

6851 Jericho Turnpike, Suite 120

Syosset NY 11791

Advisors at this office

4

Advisors at this office

user avatar

Daniel M

Series 65

Syosset, NY

4 Thought Financial Group Inc.

Daniel Mackey is a financial advisor with 7 years of industry experience, currently with 4Thought Financial Group Inc. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. 4Thought Financial Group provides portfolio management and financial planning to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, non-profits, and other registered investment advisers. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer model-driven and customizable investment strategies, combining active research and publishing with advisory services.

Wealth management Active portfolio management Passive / index investing Retirement income strategy Business succession planning Founder/Business Owner Retired
user avatar

Jesse M

Series 63, Series 66

Syosset, NY

4 Thought Financial Group Inc.

Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.

Wealth management Active portfolio management Passive / index investing Retirement income strategy Business succession planning Founder/Business Owner Retired
user avatar

Martin L

ChFC®, Series 63

Syosset, NY

4 Thought Financial Group Inc.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Wealth management Active portfolio management Passive / index investing Retirement income strategy Business succession planning Founder/Business Owner Retired
user avatar

Maciej P

Series 65

Syosset, NY

4 Thought Financial Group Inc.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Wealth management Active portfolio management Passive / index investing Retirement income strategy Business succession planning Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)