Bloomington, MN Office

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.