Safran Wealth Advisors, LLC is a New York City based financial planning and wealth management firm registered with the Securities and Exchange Commission as a Registered Investment Advisor.
At Safran Wealth Advisors, our financial expertise and our care for your well being creates peace of mind. Our goal is to help you meet your life financial goals by placing your interests first, and delivering expert, unbiased advice.
We work with many types of clients, from single individuals to small families to multiple generations. Many of our clients are medical professionals, financial executives, academics and entrepreneurs. We also have a specialty in assisting our clients with preretirement decisions and post retirement financial life management.
Our compensation is simple. As a fee only firm we receive our compensation only from you, eliminating any conflicts of interest.
At Safran Wealth Advisors our goal is to help you meet yours.