Brooklyn, NY S 5th St Office
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Brooklyn FI, LLC
Team
Firm-wide stats for Brooklyn FI, LLC
About
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.
Based on Brooklyn FI, LLC
Expertise
Based on Brooklyn FI, LLC
Location
109 S 5th St
Brooklyn NY 11249
Advisors at this office
2
Advisors at this office
Ally A
Brooklyn, NY
Brooklyn FI, LLC
Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.
Shane M
CFP®
Brooklyn, NY
Brooklyn FI, LLC
Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.
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