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1290 Avenue Of The Americas, 4th Floor, New York, NY 10104

(212) 408-9512
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Strengthening the human side of financial planning by coaching individuals and their families to accomplish success and certainty in the modern era

In this modern age of automation and cookie-cutter products, it can be frustrating to find the appropriate advice that's right for you and your family. As your financial advisor, we understand that no two clients are completely alike. Therefore, we custom-tailor each plan to reflect an individual's values, circumstances, and the challenges that can arise throughout their financial journey. From wealth management to retirement strategies & tax-efficient investing, it's our insight, empathy, and personalized strategies which can help make your goals a reality.

A full-service wealth managment team operating in alliance within Equitable Advisors, and based in the heart of Midtown Manhattan

Who We Serve

As of June 2026, our group oversees over $700,000,000 in assets placed under advisement by serving over 200 client households 

Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Beginning with proactive retirement preparation, to income replacement & new lifestyle changes, to the later stages of capital preservation & legacy planning

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Peak Career Professionals &#38; Families

Peak Career Professionals & Families

Younger high-earning professionals who wish to maximize their family's financial future for education, savings, and insurance protection

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Entrepreneurs &#38; Business Owners

Entrepreneurs & Business Owners

Customized planning and guidance to help grow your buisness while optimizing personal wealth through various compensation strategies

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Corporate Executives&#160;&#160;<br/>

Corporate Executives  

Serving the indivudual needs of highly-compensated leaders by maximizing their benefits & equity, with sophisticated tax-efficient strategies 

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Retirement Planning & Income Replacement

Achieving the financial freedom you have always imagined

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Asset Management Strategies

Custom portfolio strategies of all asset classes which are tailored specifically to your goals, objectives, liquidity and tax needs

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Holistic Financial Planning & Coaching

Year-round wealth-building & coaching for individuals & families

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Estate & Legacy Planning Strategies

Protecting you and your family for every phase of life with the assistance of your estate attorney. 

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Our Complimentary 3-Step Planning Process

1st Meeting

Introduction & Consultation

  • Our main objective is to first understand your financial situation, your goals, lifestyle, family dynamic, and ultimatly identify how we may help solve for those specific goals and potential challenges over time.
  • We field any and all questions you may have for us, along with providing a clear picture into what it looks like to work with us and the process we take from A-Z.
  • At the end of the consultation, if there appears to be alignment and a clear oppurtunity to help you achieve your goals, we then schedule a second meeting with an agenda & list of next steps.

2nd Meeting

In-Depth Financial Q&A & Analysis

  •  We'll take an in-depth look at your current financial picture by building out your very own Asset Map. This tool can best be described as a one-page, color-coded living snapshot of your current assets, liabilities, cash flows, and income sources.
  • This is paired with your specific goals and expected timeline which allows us to run detailed projections & analysis, model and stress-test different scenarios, and later present reports that identify potential risks and taxes as well as unrealized opportunities to help achieve your goals.
  • At the end of this second meeting, we'll be able to tell you exactly where and how we can help going forward so you can make a well-informed decision.

3rd Meeting

Create a Plan designed for you

  • This is where we shift to the solutions phase of the process, by presenting your customized plan which we have designed specifically to acheieve your goals.
  • This includes an executive plan summary which outlines the full details of the strategy, the objectives & expectations, and a concise step-by-step order of actions to take which we help guide you every step of the way.

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC and its associates do not provide tax or legal advice and the information provided is general in nature and should not be considered legal or tax advice. Please consult with an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Schedule A Consultation

If you believe you could benefit from working with Ben and his team, let’s review yours goals to see if you’re a good match for our practice.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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