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Our CFP accredited investment advisors assist with mutual funds and exchange traded funds and provide risk management and education funding planning.

Investment Advisory Services

In today’s world of complex and ever-changing financial markets, putting together a sound investment strategy can be a daunting task.  Many high net worth investors are becoming more proactive in the management of their investment portfolios by turning to the experience and expertise of product-unaffiliated, objective investment advisors.  EisnerAmper Wealth Advisors provides services to our clients using a proven five-step process.

  1. Analyze current position and build an understanding of objectives;
  2. Design a customized asset allocation strategy and Investment Policy Statement to specific needs;
  3. Implement the investment strategy, choosing among separately managed accounts, exchange traded funds (ETFs), and mutual funds;
  4. Evaluate investment performance periodically; and
  5. Rebalance the portfolio and review the process to make sure goals are being met in a tax-efficient and cost-effective manner.

Through our holistic approach to wealth planning, we can assist clients with all aspects of their financial well-being including:

  • Cash flow management, balance sheet analysis and debt management
  • Retirement and equity compensation planning
  • Income tax planning
  • Risk management and insurance planning
  • Education funding
  • Estate and gift tax planning

Our clients are served by a team of highly experienced and credentialed advisors consisting of individuals holding the following designations: Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary™ (AIF®), and Certified Investment Management Analyst® (CIMA®). Our individual advisors are members of the Financial Planning and Investment Management Consultants Associations.

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