Updated January 03, 2024
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Brooklyn Fi

Investment Advisor Firm
Total assets under management$130M
Years in business7+

About Brooklyn Fi

Brooklyn FI, short for Brooklyn Financial, is a forward-thinking financial advisory firm that specializes in providing personalized and comprehensive financial planning services. They offer a range of services including investment strategies, tax planning, outsourced accounting, and overall financial planning to help individuals and businesses achieve their financial goals. What sets Brooklyn FI apart is its commitment to building strong client relationships, expertise in managing modern financial challenges, and utilization of technology for a seamless and effective client experience. As a Registered Investment Advisor (RIA), Brooklyn FI aims to guide clients on a tailored and holistic financial journey to secure their financial well-being.

What makes Brooklyn Fi stand out?

Brooklyn FI distinguishes itself with an array of unique attributes that set it apart in the financial industry. Serving clients across the nation regardless of geography, the firm's fully remote model aligns with modern employees' needs and offers expertise in intricate tax situations. A dedicated financial planner ensures personalized guidance, supported by a skilled team of professionals. Founded by women, BKFi showcases diversity uncommon in the financial realm. Clients benefit from a seamless tech experience, while the firm's proficiency in managing both stock market volatility and the complexities of modern life solidifies its position as a dynamic and holistic financial partner.

What services does Brooklyn Fi offer?

Brooklyn Fi is committed to facilitating your financial success by offering a comprehensive suite of services tailored to your needs. These services empower clients to take control of their financial situations and make informed decisions for a secure future.

  1. Investing: Customized Portfolio Management Brooklyn Fi's seasoned experts design and manage dynamic and tax-efficient investment portfolios, aligning financial strategies with individual goals and aspirations.
  2. Tax Filing: Stress-Free and Strategic Approach Clients can bid farewell to tax-related stress. Brooklyn Fi not only manages tax returns but also provides forward-looking insights, granting a glimpse into financial futures months ahead.
  3. Outsourced Accounting: Business and Retirement Expertise Brooklyn Fi efficiently handles business accounting requirements, ensuring seamless financial operations. Additionally, their proficiency extends to retirement planning, securing clients' futures beyond their business ventures.
  4. Financial Planning: Guiding the Path to Independence Through comprehensive financial planning services, Brooklyn Fi instills confidence in clients' journeys to financial independence. Tailored plans cater to unique circumstances, providing a roadmap to a prosperous and secure future.

Why work with Brooklyn Fi?

Partnering with Brooklyn FI offers an unparalleled financial journey guided by a team that understands the intricacies of modern finances. With a dedicated financial planner and a skilled support team, clients build a relationship of trust and transparency, navigating diverse financial landscapes. The firm's commitment to diversity, seamless tech experience, and expertise in complex financial scenarios ensure clients receive comprehensive solutions tailored to their unique needs. Whether it's managing stock market dynamics or addressing the challenges of modern life, Brooklyn FI stands as a reliable partner dedicated to clients' financial success.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investing
  2. Tax Filing
  3. Outsourced Accounting
  4. Financial Planning
  5. Investment Management

More about Brooklyn Fi

DesignationsMinimum asset threshold
RIA$1M - $2M
Firm CRD NumberNumber of advisors
2921152

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Advisors at Brooklyn Fi

advisor
Focus areasEquity Compensation, Tax Planning, Retirement Planning, Estate Planning, Investment Management
Brooklyn, NY

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