Momentum Advisors

Momentum Advisors, based in New York City, is a Securities and Exchange Commission Registered Investment Advisor (RIA) serving clients globally in a fiduciary role. Unlike traditional brokerage relationships, we eliminate conflicts-of-interest by not earning commissions on investments sold, allowing us to focus on creating tailored investment strategies aligned with our clients' unique goals.

Our team of advisors at Momentum Advisors boasts years of experience at top corporations and educational backgrounds from prestigious universities. We understand the importance of adapting to changing markets and life events, offering dynamic financial plans and accountability to help clients navigate the complexities of financial markets efficiently towards their goals.

Catering to individuals and institutions who have attained notable success, Momentum Advisors provides financial planning and investment advisory services to multi-generational families, entrepreneurs, athletes, and various organizations worldwide. Our client-centric approach emphasizes personalization, experience, attention to detail, and objectivity to ensure our clients receive the highest level of service and expertise.

Generated from the website content