Stop losing money to conflicted brokers. Get tailored investment strategies from a fiduciary advisor who's legally bound to put your interests first.
Traditional brokers earn commissions by selling you products, not by growing your wealth
Hidden fees and conflicts of interest can cost you hundreds of thousands over time
Generic investment strategies ignore your unique financial situation and goals
As a SEC registered RIA, we have a legal fiduciary duty to act in your best interest
Fee-transparent structure aligns our success with your wealth growth
Tailored investment strategies designed specifically for your financial goals
From strategic planning to active management, we provide the complete suite of services to grow and protect your wealth.
Comprehensive financial roadmaps tailored to your unique goals, risk tolerance, and timeline. We don't just manage money—we plan your financial future.
Strategic investment guidance based on rigorous analysis and your personal financial objectives. No cookie-cutter portfolios here.
Active management of your investment portfolio with continuous monitoring, rebalancing, and optimization to maximize returns.
We're not just another financial firm. We're your fiduciary partners committed to your financial success.
As a Registered Investment Advisor, we're held to the highest fiduciary standard, legally required to act in your best interest.
We eliminate the conflicts of interest that plague traditional brokerage relationships. Your success is our only incentive.
Every investment strategy is customized to your unique financial situation, goals, and risk tolerance. No one-size-fits-all solutions.
These principles guide every decision we make and every strategy we develop for our clients.
We strive for the highest standards in everything we do, from investment research to client service.
We bring a worldwide view to investment opportunities while understanding local market dynamics.
Your financial goals and objectives are at the center of every strategy we develop and implement.
Momentum Advisors is a SEC registered investment advisor based in New York City. We were founded on the principle that every investor deserves conflict-free, fiduciary-level advice regardless of their portfolio size.
Located in the heart of New York's financial district, we combine the sophistication of Wall Street with the personal touch of a boutique advisory firm. Our SEC registration ensures we operate under the highest regulatory standards, providing you with the confidence that your financial future is in capable, trustworthy hands.
To provide sophisticated, conflict-free investment advice that helps our clients build and preserve wealth while maintaining the highest standards of fiduciary responsibility.
Stop losing money to conflicted advice. Join the growing number of investors who've discovered the power of truly aligned financial guidance.
"Finally, an advisor who's legally required to put my interests first. The difference in my portfolio performance has been remarkable."
- Satisfied Client, New York
Our Fiduciary Guarantee:
As a SEC registered RIA, we're legally bound to act in your best interest. No hidden conflicts. No commission-driven recommendations. Just honest, professional advice.
Initial consultation is complimentary. No obligation. No sales pressure.
Ready to experience conflict-free financial advice? We're here to help you take the next step toward your financial goals.
New York Office
New York, NY
We serve clients throughout New York and beyond, providing comprehensive financial advisory services to individuals and businesses seeking conflict-free investment guidance.
Take the first step toward conflict-free financial advice. Our initial consultation is complimentary and designed to understand your unique financial situation and goals.
No obligation • No sales pressure • Completely confidential