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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Six overlooked tax deductions to help manage your tax bill.
Gaining a better understanding of municipal bonds makes more sense than ever.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Healthy habits are one of the greatest gifts to give your child.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.