Comprehensive Financial Planning & Wealth Management Solutions

Midtown Financial Advisors has the knowledge, experience, and strategic relationships to support all areas of your financial life.

Our process for serving you starts with listening. Our team takes the time to understand our clients' needs and collaborates to build their personalized financial plans. Identifying optimal financial solutions to help clients achieve their desired financial futures is the last piece of the puzzle, never the first.

Holistic Service Offering

Individuals & Families

Nonprofits & Business

Individuals & Families:

Financial Planning & Wealth Management Services

Fee-based financial planning

Investment management solutions

Insurance auditing (life, disability, long-term care)

Cash flow optimization

Individual retirement accounts

Tax planning

Education planning

Retirement planning and distribution strategy

Estate planning

Special needs planning

Navigating unexpected life changes (loss of a spouse, divorce, inheritance)

Values-based investing strategies

Philanthropic optimization

Sustainable investing

Wealth education

Stock options strategies

10B5-1 plans

401k plans

Nonprofits & Businesses:

Financial Solutions & Services

Employee and executive benefits planning

Retirement plan sponsor support

Retirement plan participant support

Cash flow optimization

Tax mitigation strategies

Insurance optimization

Risk mitigation strategies

Succession planning

Exit planning

Financial statement review

Coordinating with professional partners (CPAs, attorneys)

Let's Talk

To discuss how we can help build your financial roadmap