Independent Advisor

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149 Berkeley Pl
Brooklyn, NY 11217
+1 (718) 636-9813
https://rwawealth.com

Independent Advisor is a Brooklyn-based personal wealth management firm that offers a range of services including financial planning, investment management, tax planning, and 401(k) advisory services. With a focus on individual clients, the firm provides tailored investments backed by research and high-touch, boutique service, while maintaining a fully transparent fee structure.

Founded in 1994, Independent Advisor has grown to serve over 5,000 clients with $8 billion in assets under management. The firm has received numerous awards and recognitions, including being named one of the Financial Times' Top Registered Investment Advisers and Barron's America's Best Independent Advisors. With a team of 145 employees across 9 offices, Independent Advisor is dedicated to providing personalized financial guidance and comprehensive solutions to help clients achieve their financial goals.

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United States›New York›Brooklyn›Independent Advisor

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