A complete list of active advisors currently associated with Brooklyn FI, LLC
Warmer can help you find a great advisor at Brooklyn FI, LLC or one who fits your needs even better.
Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm also provides educational seminars and speaking engagements and reviews and manages “held-away” accounts (such as employer-sponsored retirement plans and 529s) by accessing account information to include those assets in client portfolios. The firm principally favors passive investment management but routinely uses outside managers and third-party strategies as part of client solutions. Its platform description and disclosures show use of more specialized external strategies — including direct indexing, separately managed municipal bond solutions, options-based financing (box spreads), and tax-advantaged long/short mandates — which Brooklyn FI monitors and reviews as part of its ongoing oversight of outside managers. Compared with many peers, Brooklyn FI is notable for operating an affiliated tax-preparation business (Brooklyn FI Tax/Mason Tax, LLC) and a related fintech affiliate focused on equity compensation analysis, and for routinely offering public and private seminars. The firm’s use of outside managers for a variety of non‑standard strategies and its practice of aggregating held-away assets into advisory reporting and oversight are additional features that distinguish its service mix.
To learn more about the advisors currently working at Brooklyn FI, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Brooklyn FI, LLC's office locations.
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