Midtown Financial Advisors consists of 5 managing partners, 9 advisors, and 3 specialists. The culture of our firm is one of teamwork and collaboration. Our firm has a vast array of experience in our industry and we are constantly leveraging that experience for the benefit of our clients and our community.Learn More
Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.Learn More
Our firm is committed to not only making an impact in the areas of wealth management, but also to making a positive impact in and around our community. We believe that finances are a significant part, but not the most critical part of our lives. We want to empower people to leave a legacy that extends beyond their finances, and we believe helping people engage with others in our community is a key component to that end.Coming Soon
Institutional Abilities with a Personal Feel
At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our managing partners have over 120 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
When considering life insurance, it's important to understand your options.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to make sure your retirement strategy anticipates health-care expenses.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.