Magnifina works with New York professionals, executives, and families whose financial lives have grown more complex over time. That often means equity compensation, multiple accounts, a demanding career, and decisions that deserve careful thought.
When you work with us, you work directly with the advisor who manages your money, the same person from your first conversation onward. Your plan and your portfolio are built individually around your goals and circumstances. As a fee-only fiduciary, we’re not compensated by third-parties, which keeps our advice aligned with your best interests.
From our Midtown office on 46th Street, we work with clients in person and by video throughout the New York City area:
Don’t see your area? Get in touch. We work with clients across the New York region and nationwide.
Explore our available services tailored to meet a variety of client needs.
Financial planning and investment management work better together. We combine both to give you a complete picture and a strategy that actually holds together.
Serious about building wealth? So are we. We take a disciplined, research-driven approach because your goals deserve more than an off-the-shelf portfolio.
Comprehensive financial planning that brings clarity to the big questions: Am I saving enough? When can I retire? What am I missing? Get answers built on your actual numbers, not rules of thumb.
Our quantitative framework is purpose-built to identify and capture equity opportunities that passive indexing leaves behind.
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.
Have a question? Get in touch with one of our advisors.
9:00 AM – 5:00 PM ET (4:00 PM Fridays)
21 West 46th Street, 16th Floor
New York, NY 10036
Our office sits in the heart of Midtown Manhattan, on West 46th Street between Fifth Avenue and Sixth Avenue (Avenue of the Americas). We’re just steps from Rockefeller Center, the Diamond District, Bryant Park, and Times Square.
By subway
By train
