Your Fiduciary Registered Investment Advisor Always Putting You First.
Providing Transparent Fee-Only Advising. Never Earning Money For Assets Under Management, Referral Fees, Commissions Nor Selling Insurance, Annuities, Or Investment Products.
Partnering With You, Providing Advice, A Plan, And Guidance Along Your Journey.
“I am passionate about empowering you to increase your financial literacy and simplify your finances, enabling you to spend and invest wisely and live the life you want. As a fiduciary, I prioritize providing you with trusted fee-only fiduciary holistic wealth advising. You deserve the benefits of having a partner and financial plan guiding you on your journey to amplify your wealth.”
- Alissa Krasner Maizes, J.D.
Alissa provided stellar financial planning advice to me and my small business. She thoroughly reviewed every aspect of my financial health by examining all my records including bank accounts, retirement accounts and insurance policies. Alissa even took the time to review my monthly expenses and credit card rewards. It was evident that every detail was important to Alissa. She also scheduled several zoom calls in order to understand my goals, priorities and concerns. Alissa then formulated a plan specifically tailored for me. She explained her plan and her recommendations in a thoughtful and intelligent manner. I am grateful for her expertise and am thrilled by her desire to meet bi-annually to reassess my plans. Alissa understands that financial planning can be emotional. Accordingly, she provides support throughout the journey. I highly recommend Alissa.
Alissa is a tireless advocate for holistic wealth management. She is a trusted, knowledgeable expert in her field and sets a clear, attainable, personalized path to goal setting and amplifying your wealth. Alissa cuts through the clutter and simplifies the whole process. I highly recommend.
Alissa is an amazing person and advisor. She cares deeply about what she does and most importantly about helping others. She helps people invest, save and live in line with their values. As a therapist, this intuitively makes perfect sense. Alissa helped me pick a high yield savings account, pick the best credit card for my spending and find ways to donate to causes important to me. She is a wealth of information, constantly reading and researching to stay current. Her excitement about "return on investment" is contagious. I have learned so much from her. I endorse her 100%.
Favorite Bagels & Appetizers :
Sables - NYC
Favorite Ice Cream Shop: SOCO - Great Barrington, Massachusetts
Delray Beach, Florida
Favorite Ski Destination: Steamboat Springs, Colorado
Favorite Take Out Food: Sushi
Favorite Tomato Sauce: Rao's Homemade Roasted Garlic
Favorite City Activity:
Self-Guided Eating Tour
Growing Up In New York
LET'S FIND THE BEST WAY TO ENSURE YOU ENJOY YOUR FAVORITE THINGS & LIVE THE LIFE YOU WANT.
I Prioritize Empowering My Clients With Financial Advice, A Plan, And Guidance Along Their Journey To Live The Life They Want