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Brooklyn Fi

SEC-registered investment advisor offering full-service financial planning focused on helping clients achieve financial independence. Services include: financial planning, investment management, tax planning and accounting (personal/trust/business), equity compensation strategy (stock options, RSUs), retirement planning, estate planning, outsourced accounting, and employee education programs. Serves tech employees at Google, Stripe, Coinbase, Spotify. Three client tiers: StartUp (<$1M), Core ($1M-$10M), Private ($10M+).

Overview

Products & Services

Brooklyn Fi Financial Advisory

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Full-service financial advisory with integrated planning, tax, investment, and estate services

  • Financial planning
  • Investment management
  • Tax preparation
  • Estate planning
  • Equity compensation advisory
Learn more
Bundle available - Integrated services under one firm off

Company Information

Headquarters
Brooklyn, NY, USA

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All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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