Every client’s journey is unique, and our approach is custom built around yours. We build personalized portfolios and comprehensive financial plans around the goals, risks, and priorities that matter to you.
The work we do together is grounded in research, tested against decades of data, and built to grow with you over time. Whether you’re growing wealth, approaching retirement, or managing something more complex, we bring a disciplined approach to every decision.
Investment management and financial planning are more effective when they work together. Our wealth management service brings them onto the same path, so every investment decision supports your broader goals and every planning insight shapes how we invest.
We take a disciplined, research-driven approach to building portfolios of high-quality stocks. Portfolios are constructed individually, because your goals and circumstances deserve it.
A comprehensive, written plan that answers the questions that matter most. We build each plan on your actual numbers, covering retirement, taxes, insurance, and estate planning.
Our premier framework uses systematic stock selection, equal weighting, and evidence-based design. It is built for investing without relying on subjective judgment or concentrated positions.
Take our brief survey to learn if our advisory services are the best match for your financial goals and situation, and see if we should move forward together.
Schedule a no-cost consultation to discuss your financial goals and explore how we can help you build a personalized investment strategy.
Whether you’re navigating equity compensation, planning for early retirement, or building long-term wealth alongside a demanding career, we help you make the most of what you’ve earned.
From coordinating finances across a household to planning for education, retirement, and wealth transfer between generations, we bring structure and clarity to the full picture.
We serve endowments, foundations, nonprofits, and other organizations with investment mandates. We also provide quantitative equity strategies to RIAs and family offices.
Magnifina was founded in 2019 with a simple idea: that individual investors deserve the same disciplined, research-driven approach used on institutional trading desks. We brought that background to personal wealth management and have been serving clients as a fee-only fiduciary from our offices in New York City and Westchester.
Our name combines “magnify” and “finance,” and it reflects how we work. We look closely at every detail of a client’s financial life so that every decision we make is grounded in long-term thinking and a genuine duty of care.
Download our guide to learn the essential questions that will help you evaluate and choose the right financial advisor for your needs.
