ABOUT WEALTH HABITS

Wealth Habits is a fee-only, fiduciary financial planning firm located in the NYC metro area serving people nationwide.

We primarily work with:

  • Tech professionals with stock compensation

  • Other professionals in the NYC metro area

  • Self-employed business owner near retirement (and retired as well)

We’re here to listen to your needs and guide through the financial planning process.

OUR PURPOSE

Protect what you’ve built. Enjoy what you’ve earned. Our approach is to fully align with your needs and your goals, and provide our experience and knowledge to assist you along your road to financial freedom.

WE HELP YOU ACHIEVE YOUR GOALS

At Wealth Habits, we understand that wealth is never about money—it’s about being in a position to do the things that matter most to you. Its a tool to pursue your purpose in life. Managed properly, it can help you get more out of life. This is why we do what we do.

Whether your goal is planning for retirement, providing for your family or giving back to your community, we are committed to helping you define your purpose—then achieve it.

WHAT MAKES US DIFFERENT?

We are fiduciaries putting our clients’ best interests first. We provide you with a concierge service, taking a proactive role in your financial life. We earn the trust of every client by maintaining the highest level of honesty, integrity, and professionalism. We are always learning and continually seek opportunities to provide clients with individualized service and greater value.

OWNERSHIP AND INCENTIVES

Ownership matters. Wealth Habits is 100% owned by its employees. We believe that taking outside money (Such as venture capital) to build a financial planning business creates real conflicts of interest.

Want To Meet With An Advisor?

Let us help you plan your future, share more knowledge, and answer any questions.