Safir Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Safir Wealth Advisors is an SEC‑registered, fee‑only investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning and consulting. The firm manages roughly $198 million for about 67 clients and offers both ongoing wealth management and stand‑alone planning engagements (hourly, fixed‑fee, or retainer arrangements).
The firm constructs diversified portfolios primarily with low‑cost mutual funds and ETFs while selectively using individual stocks and bonds and, when appropriate, retaining legacy positions for tax or suitability reasons; its approach is generally long‑term but allows for shorter‑term trades to rebalance or meet client needs. Investment decisions incorporate a mix of fundamental, technical, cyclical, and charting analysis, with continuous monitoring and formal reviews at least annually.
Compared with many peers, Safir operates as a small, two‑advisor team managing a relatively large asset base, implying a higher average account size and a focus on wealth‑management relationships. The team holds multiple advanced industry credentials and maintains an institutional custodial relationship that provides research and platform support — benefits the firm discloses and manages as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees ranging from $2,000 to $10,000 for financial planning services
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.40% annually
$350 per hour for financial planning services
Ongoing financial planning retainer fees ranging from $6,000 to $12,000 annually
Fee-only: Wealth management fees based on tiered percentage of assets under management; Financial planning fees hourly ($350/hour), fixed ($2,000-$10,000), or ongoing retainer ($6,000-$12,000 annually)
Main office
Greenland NH
Advisors at this office
2
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New York
Also doing business as
Safir Wealth Advisors, LLC · Si, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Edwin S
Series 63, Series 66
Greenland, NH
Safir Wealth Advisors, LLC
Edwin Safir is a financial advisor with Safir Wealth Advisors, LLC in Greenland, NH, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He worked at Coburn & Meredith, Inc. for 14 years before founding Safir Wealth Advisors in 2017. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $198 million across about 67 clients, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with an investment approach that combines fundamental, technical, cyclical, and charting analysis.
Andrew S
CFP®, Series 66
Greenland, NH
Safir Wealth Advisors, LLC
Andrew Safir is a CFP® with 14 years of industry experience. He is a founding advisor at Safir Wealth Advisors, LLC, where he has worked since 2017. Prior to that, he spent four years at Coburn & Meredith Inc. Safir Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and comprehensive financial planning, focusing on diversified portfolios with low-cost mutual funds and ETFs alongside selective use of individual securities.
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