Financial Advisors in New York, NY

NEW YORK • NEW YORK

The Retirement Studio brings fiduciary wealth management to professionals and families throughout New York City.

 
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Specialized Planning for New York's Professionals

LOCAL INSIGHT. FIDUCIARY ADVICE.

New York is home to many of the people we're built for: executives navigating RSUs and stock options, families managing complex, multi-generational wealth, and professionals whose financial lives moved faster than their financial plan did. We serve clients throughout New York City, bringing specialized expertise directly to one of the most complex financial landscapes in the country.

FEE-ONLY FIDUCIARY

BY APPOINTMENT ONLY IN NEW YORK

PERSONAL ADVISORY RELATIONSHIPS

MEET THE NEW YORK TEAM

Your Local Advisors

Experienced guidance for both sides of your financial life: the wealth you are building personally and the benefit you are building for your people.

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CPA®

Brian Boswell, CFP®

CO-FOUNDER & SENIOR WEALTH ADVISOR

Brian supports 401(k) plan clients in the New York area, with meetings available primarily by phone or video given his quarterly in-person travel to the region.

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JD, CFA®

Josh Bergman, JD, CFA®

SENIOR WEALTH ADVISOR & UNHW SPECIALIST

Josh brings legal and investment expertise to clients navigating complex wealth, equity compensation, and high net worth planning throughout the New York area.

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Wealth Management & 401(k) Planning for Complex Financial Lives

HOW WE HELP NEW YORK CLIENTS

From equity compensation strategy to estate coordination for ultra high net worth families, our New York clients get access to the same specialized services available across The Retirement Studio, delivered by someone who actually understands the complexity you're navigating. We also work with New York-based businesses on 401(k) plan design and management.

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PERSONAL WEALTH

Wealth Management

Investment strategy, retirement income planning, and tax-aware guidance from a fiduciary team that works for you, not a product.

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YOUR BUSINESS

401(k) Plans

Plan design, employee education, and ongoing plan management that keeps you compliant and your employees on track.

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Frequently Asked Questions

LOCAL QUESTIONS

  • Equity compensation like RSUs, ISOs, and NSOs comes with tax and timing complexity that many advisors aren't equipped to handle. The Retirement Studio serves New York clients through Josh Bergman, JD, CFA®, our UHNW and equity compensation specialist.

  • Yes. We work with New York-based businesses on 401(k) plan design and management, with meetings available by phone, video, or in person as scheduling allows.

  • Yes. Our New York advisor specializes in complex, multi-generational wealth, estate coordination, and investment management for ultra high net worth individuals and families.

  • Costs vary based on the complexity of your needs. Our fees may be asset-based, flat, or project-based, and are outlined clearly before you commit.

  • We serve clients throughout the New York City area and meet by appointment. Contact us to schedule a time to connect.

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ADVICE, CLOSER TO HOME

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