We are a fee-only wealth management committed to providing high level planning and investment management for our clients.

 

Our clients

Our clients include families, business owners, and entrepreneurs. We are proud to serve multiple generations of families to whom we provide holistic wealth management services.

Every client is unique

We work closely with you to understand your life and goals, and develop a personalized plan to help you get there. We are here to guide you at every life decision.

As CERTIFIED FINANCIAL PLANNERTM professionals, our advisors have met the CFP® board’s rigorous academic requirements to provide sophisticated planning and investment solutions

Our fiduciary commitment

As a fiduciary we have an obligation to act in your interest only; our recommendations are for your benefit. Our only source of compensation is from clients, eliminating any conflict of interest.

We do not benefit from investment transactions.


 

We have adopted the following principles based on CERTIFIED FINANCIAL PLANNERTM Board of Standards Code of Ethics . We owe a duty of loyalty, fairness and good faith toward our clients.

 

Objectivity

We are objective in providing professional services, and act in the best interest of each and every client.

 

Integrity

We act with integrity and dignity when dealing with clients, prospects, and members of our community.

 

Competence

We strive to maintain and continually enhance a high degree of professional education.

 

Confidentiality

We do not disclose any confidential client information without your specific consent.

 

Fairness

We act in a manner that is fair and reasonable to clients and employees, and not only disclose, but avoid all conflicts of interest in providing services to our clients.

 

Professionalism

We conduct ourselves in a professional manner.We act diligently in providing professional services.

 
 

Our Team


Erika Safran, CFP® 212-328-9530  Email

Erika Safran, CFP®
212-328-9530
Email

 

ERIKA SAFRAN, CFP ®

Erika Safran is founder of Safran Wealth Advisors. She has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika understands the collaborative relationship required to help clients realize their dreams and make smart financial decisions. 

Erika has shared financial advice as a guest on CNBC, CNN, NY1, BBC News, The Early Show on CBS, and That Money Show on PBS. Erika has also been featured as a financial expert in The New York Times, Wall Street Journal, CNN Money Watch, US News & World Report, Investment Advisor, Business Week, Money, Reuters, USA Today, and more.

Erika has contributed her financial expertise to financial and investment case studies published in Financial Planning Magazine, Newsday, Physician’s Personal Advisory, Advance for Nurse Practitioners Magazine, and Doctor’s Digest. She was recognized as a leading adviser in Medical Economics and included in their annual list of Best Financial Advisers for Doctors.

A financial literacy advocate, Erika has lectured at The 92nd Street Y, AARP & The New York Public Business Library. Erika is an adjunct faculty member for Baruch College’s CFP® program, and is a former adjunct at NYU. As a volunteer in HSBC’s “Financial Backpack” program, she provides financial education to high school and college students.

Erika is a member of the Financial Planning Association of New York, serving as Director of Education. She is a former Vice President of the NY Chapter of The American Woman’s Society of Certified Public Accountants. She is a current member of the Financial Women’s Association of NY. 

 

Mallon Fitzpatrick, CFP® 212-328-9527  Email

Mallon Fitzpatrick, CFP®
212-328-9527
Email

 

Mallon FitzPatrick, CFP ®

Mallon is Principal Wealth Advisor at Safran Wealth Advisors. He works closely with clients, integrating investment strategy and management, tax planning, risk management, and estate planning.

Mallon has two decades of experience in the wealth management industry. He was the founder of Garden Street Advisors, a wealth management firm serving high net worth families. 

He has held senior positions at JP Morgan Private Bank, Capgemini, and Private Client Resources, LLC. In each these roles his primary focus was to combine goal based planning, technology and digital wealth services to bring clarity to the financial lives of ultra-high net worth families.

As an advocate of personal finance and education, Mallon volunteers his time to help victims of domestic violence with financial literacy through the Family Justice Centers of Manhattan. He also serves as a mentor in financial literacy to students of the Borough of Manhattan Community College.

Mallon graduated from Lehigh University with a degree in Industrial Engineering. He earned his CFP® through NYU and is a member of FPA. He serves as a board member of the Sag Harbor Whaling Museum and leads the fundraising committee. In his free time Mallon enjoys sailing, rock climbing, triathlons and cooking the perfect steak. Mallon lives in Manhattan with his wife and their two very energetic toddlers.