EisnerAmper Wealth Advisors LLC
Many high-net-worth individuals face the daunting task of coordinating the various aspects of their unique financial situation. At EisnerAmper Wealth Advisors LLC, we recognize that no single approach appropriately addresses every individual’s needs. As such, we offer Comprehensive Financial Planning and Investment Advisory Services. We work closely with you to create a comprehensive financial plan that is uniquely tailored to your aspirations, needs and concerns. Whether it is cash flow management, retirement planning, education funding, income tax planning, risk management, or insurance or estate planning, we have the depth of skills and expertise to help you reach your financial goals. As fiduciaries, our investment philosophy centers on low-cost, tax-efficient and passive investment strategies customized to your investment objectives.
One of the specialized services that we offer high-net-worth individuals is oversight of portfolios not managed by EisnerAmper Wealth Advisors. This allows us to give clients objective feedback and counsel on the performance, fee structure and plan implemented by external financial professionals. Once we help clients implement their tailored investment plan, we then monitor performance so they can enjoy their personal goals, knowing that their investments are on track to meet their financial goals.
EisnerAmper Wealth Advisors feels strongly about our commitment to you, the client. As your advocate, we neither sell proprietary products nor receive any securities commissions for the investments purchased within your accounts.
All team members currently hold or are actively pursuing their Certified Financial Planning (CFP) designation, which is recognized as one of the leading designations in the industry. Our partnership with EisnerAmper LLP further allows us to provide you comprehensive guidance and advice with your individual and business income tax returns.
EisnerAmper Wealth Advisors LLC is an SEC-registered entity.
EisnerAmper Wealth Advisors LLC is a subsidiary of EisnerAmper LLP
This is not a solicitation to buy or sell securities.
Past performance does not guarantee future results.