Brooklyn, NY Office

Vilga serves individuals, high-net-worth individuals, and charitable organizations with comprehensive financial planning and investment management, and also offers one-time project-based plans and limited-scope hourly engagements. Investment management is provided only in conjunction with its ongoing comprehensive planning service rather than as a standalone offering.

The firm primarily uses passive, asset-class portfolios informed by fundamental analysis, and it builds client-specific investment policy statements to guide portfolio construction, ongoing monitoring, and annual reviews. Vilga does not base advisory fees on a percentage of assets; instead, fees are set according to the complexity of a client’s financial situation, and clients are asked to maintain accounts at the firm’s institutional custodian relationship.

Vilga manages roughly $169 million in discretionary assets across a small client roster, which produces a high advisor-to-client ratio and an emphasis on tailored, high-touch planning relationships. The firm recently transitioned to SEC registration, employs staff with industry credentials (including CFA, CFP, and tax-planning certification), and maintains a paid third-party directory listing that highlights its flat-fee planning model.