Fee-Only Fiduciary Financial Advisor
Financial Planning That Puts Your Life, Goals, and Story at the Center
At Boerum Hill Financial Advisors, we take the time to understand who you are, not just your portfolio. We listen to your goals, your challenges, and your story. From there, we design financial strategies that are flexible, transparent, and grounded in what matters to you.
Our process brings together retirement planning, investment guidance, and tax-aware strategies in one integrated approach. Every plan is designed to adapt as your life evolves, with ongoing conversations and clear next steps.
Ready to start the conversation? Let’s talk.
Clarity doesn’t come from numbers alone. It comes from connection, conversation, and understanding the story behind every financial choice.
What We Offer
Comprehensive Financial Planning
Financial planning is about more than delivering a long report. At Boerum Hill, we believe planning should be collaborative, practical, and adaptive. Life is often messy, and financial concerns rarely fit into a single box. That’s why we use tools like Asset-Map to bring everything—income, assets, debts, goals—into one clear picture.
From there, we work together to answer three key questions: What do you have? What do you want? What does it mean? This process helps identify priorities, explore funding needs, and guide your decisions. The outcome is planning that feels usable, relevant, and responsive to your life.
Sustainable Retirement Planning
A sustainable retirement requires more than a general estimate of “enough money.” At Boerum Hill Financial Advisors, we use advanced planning tools to map income across each year of retirement. This process accounts for changing markets, shifting expenses, and evolving goals. We review Social Security timing, required withdrawals, healthcare costs, and tax implications to help you see how each factor fits into your income picture.
The outcome is a plan designed to evolve over time, giving you a framework for making informed decisions as life unfolds. Retirement planning isn’t static—it’s a process of regular review and adjustment.
Strategic Investment Management
Regardless of portfolio size or stage of life, our investment management philosophy is rooted in discipline and diversification. We believe risk and return are related, that markets generally price securities effectively, and that diversification helps manage volatility. Our clients gain access to institutional fund managers, including Dimensional Fund Advisors, available through a select group of fee-only advisors.
We are not stock pickers or market timers. Instead, we help you determine an appropriate long-term asset mix based on your goals, time horizon, and ability to stay invested. Through ongoing monitoring and rebalancing, we keep your portfolio aligned with your plan.
Proactive Tax & Estate Planning
Taxes and estate planning affect nearly every financial decision. Whether it’s investment strategy, retirement withdrawals, or transferring wealth, the details matter. At Boerum Hill Financial Advisors, we help identify where tax and estate considerations fit within your overall financial plan.
Rather than address everything at once, we introduce strategies progressively and collaborate with a network of trusted professionals, including tax advisors and estate attorneys. This partnership ensures you receive coordinated guidance that reflects your priorities and circumstances. The goal is simple: align your financial choices today with the way you want to manage, use, and transfer assets in the future.
Ready to Take the Next Step?
Financial planning doesn’t have to feel complicated. A quick conversation can help you sort through priorities and begin shaping a plan that fits your life.
Our Mission
Approachable planning built on connection. Listening and perspective guide choices shaped by each client’s values, goals, and story, creating financial clarity without complication.
Our Vision
Clarity grows from honest conversation. The vision is simple: simplify financial planning, keep it approachable, and focus on how money supports meaningful goals throughout life’s changes.
Our Process
Planning starts with understanding. By mapping the complete picture, strategies are shaped that connect current priorities with future goals in a clear and practical way.
Strategic Partners
Latest Articles
Explore timely insights and practical strategies designed to help you make informed decisions, manage complexity, and keep your financial plan aligned with life’s changes.
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The Birth of a Grandchild
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.