Magnifina works with Westchester families, professionals, and business owners managing established wealth, retirement decisions, and the financial questions that come with each new stage of life.
When you work with us, you build a lasting relationship with the advisor who manages your money, the same person from your first conversation onward. Your plan and your portfolio are shaped individually around your goals, your family, and your timeline. As a fee-only fiduciary, we’re compensated solely by our clients, which keeps our advice aligned with your best interests.
From our office in Bedford Hills, we work with clients in person and by video across the region:
Don’t see your area? Get in touch. We work with clients across the Westchester, the Hudson River Valley, 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)
2 Depot Plaza, Suite 103
Bedford Hills, NY 10507
Our office is on the ground floor at Depot Plaza. Use the entrance around the corner from the salon.
We’re steps from the Bedford Hills station on Metro-North’s Harlem Line, a direct ride from Grand Central.
Bedford Hills is easily reached from I-684 and the Saw Mill River Parkway, with Routes 117 and 22 connecting to nearby towns.
The spaces right outside our door at Depot Plaza (Lot 8) have a one-hour limit, ideal for a quick stop. For a longer meeting, there’s two-hour free public parking a few steps away by the post office. If you need to stay longer, a daily pass through the ParkVantage app covers the numbered spaces in Lot 7 or Lot 8.
