As independent financial advisors, we offer investment advisory services for our clients through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor & Broker Dealer based in Long Island. Incepted over 50 years ago, Vanderbilt manages approximately $4.4 billion of capital for a client base which includes professionals, families, trusts, pensions, institutions and more. They are independently operated and have approximately 200 advisors across the U.S.
Known as “The Sustainable Wealth Management Firm”, Vanderbilt Financial Group maintains a focus on impact investing. A sustainable business focuses on a triple bottom line: people, planet, profit. Vanderbilt incorporates principles of sustainability into each of their business decisions.