EisnerAmper provides financial planning for endowments and high net worth investors as well as performance evaluations and investment policies.

Investment and Financial Planning

EisnerAmper Wealth Advisors LLC provides customized investment advisory and comprehensive financial planning services.

Current economic concerns, coupled with today’s heightened desire by investors to avoid conflicts of interest and attain transparency and objective fee structures, are driving high net worth investors, corporate executives, endowments and trusts to take a more thoughtful role in the management of their individual portfolios. Our credentialed and objective professionals provide the experience and expertise to meet these expectations.

Our services are driven by what our clients are seeking. We provide assistance in:

  • Understanding objectives
  • Developing customized asset allocation strategies and investment policies
  • Manager searches and evaluations
  • Performance evaluations
  • Portfolio rebalancing
  • Operational reviews

Neither EisnerAmper Wealth Advisors LLC nor any of its professionals receive any securities commissions for the investments purchased for our clients. We do not sell any proprietary products.

Review our Investment Advisory Services
Review our Comprehensive Financial Planning Services