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 provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients, delivering household‑level portfolio supervision and retirement account advice. The firm also offers comprehensive financial planning on a subscription basis and can advise on and include “held‑away” accounts (for example, 401(k)s, 529 plans, and variable annuities) by obtaining client login credentials for aggregation and monitoring. The firm’s investment approach emphasizes passive, asset‑class based portfolio construction using low‑cost index funds and ETFs, while supplementing those core allocations with Outside Managers when appropriate — including direct indexing, municipal bond separately managed accounts, and options‑based financing strategies such as box spreads. Brooklyn FI develops client investment policies through personal discussions, implements portfolios to match stated objectives and restrictions, and conducts regular reviews (quarterly and as needed) to monitor suitability and risk. Noteworthy aspects that differentiate Brooklyn FI from many peers include its use of endorsements and testimonials in advertising and the disclosure of third‑party ratings, an affiliation with a tax‑preparation business (Mason Tax, LLC d/b/a Brooklyn FI Tax) and an ownership interest by principals in a fintech equity‑compensation startup (Guided Equity Management, Inc.). The firm — a team of ten advisors managing roughly $563 million in AUM — also conducts educational seminars and speaking engagements (sometimes pro‑bono and sometimes fee‑based) and maintains operational arrangements to accept certain custodial authorities and standing transfer instructions when clients authorize them.
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.
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