Brooklyn Fi
Home Our Team Careers Pricing Get Started
Book A Call
What We Do The Value of a Brooklyn Fi Relationship Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education Tender Offer
Media Link Blog Podcast Events
HomeOur TeamCareers What We Do What We Do The Value of a Brooklyn Fi Relationship Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education Tender Offer PricingGet Started Media Media Link Blog Podcast Events
Brooklyn Fi
Full-Service Financial Planning
Book A Call

Brooklyn Fi Blog

This content is on the house

How To Do an 83(b) Election
How To Do an 83(b) Election
AJ GrossanAugust 14, 2025
Digital Event: What The One Big Beautiful Bill Act Means For You
Digital Event: What The One Big Beautiful Bill Act Means For You
AJ GrossanAugust 5, 2025
Selling RSU At A Loss: Avoiding Wash Sales
Selling RSU At A Loss: Avoiding Wash Sales
AJ GrossanJune 25, 2025Equity Compensation
How to Prepare Your Employees for Your IPO
How to Prepare Your Employees for Your IPO
AJ GrossanJune 3, 2025
Cash or Cashless? Choosing the Right Way to Exercise Your Stock Options
Cash or Cashless? Choosing the Right Way to Exercise Your Stock Options
AJ GrossanJune 3, 2025
Understanding Cashless Stock Option Exercise: A Simple Guide
Understanding Cashless Stock Option Exercise: A Simple Guide
AJ GrossanJune 3, 2025
RSU Tax Withholding Rate: The No-Nonsense Guide to Saving Your Paycheck
RSU Tax Withholding Rate: The No-Nonsense Guide to Saving Your Paycheck
AJ GrossanJune 3, 2025
The 7 Questions You Should Ask Your Financial Advisor
The 7 Questions You Should Ask Your Financial Advisor
AJ GrossanMay 29, 2025
Seven Years of Brooklyn Fi
Seven Years of Brooklyn Fi
AJ GrossanApril 29, 2025
How a Financial Planner Leases an EV
How a Financial Planner Leases an EV
John OwensApril 23, 2025
What We Can Control: A Reflection on Tariffs, Market Volatility & Action Steps We Can Take Right Now
What We Can Control: A Reflection on Tariffs, Market Volatility & Action Steps We Can Take Right Now
John OwensApril 7, 2025
Q1 2025 Investment Commentary
Q1 2025 Investment Commentary
John OwensApril 7, 2025
Webinar: How to Read Your Company's S-1
Webinar: How to Read Your Company's S-1
AJ GrossanMarch 5, 2025
How to Prepare for an IPO in 2025: Key Live Event Takeaways
How to Prepare for an IPO in 2025: Key Live Event Takeaways
AJ GrossanFebruary 26, 2025
What is a Mega Back Door Roth IRA?
What is a Mega Back Door Roth IRA?
AJ GrossanFebruary 25, 2025
Creating a More Sustainable Future at Brooklyn Fi
Creating a More Sustainable Future at Brooklyn Fi
John OwensJanuary 31, 2025
2024 Year in Review
2024 Year in Review
John OwensJanuary 22, 2025
Charitable Giving Strategies for 2025 & Beyond
Charitable Giving Strategies for 2025 & Beyond
AJ GrossanDecember 12, 2024
Year-End Tax Planning: Key Takeaways from Brooklyn Fi's 2024 Webinar
Year-End Tax Planning: Key Takeaways from Brooklyn Fi's 2024 Webinar
John OwensNovember 26, 2024
Stretch IRA Changes & Other Estate Planning Strategies Outlined by Secure Act 2.
Stretch IRA Changes & Other Estate Planning Strategies Outlined by Secure Act 2.
John OwensNovember 15, 2024personal finance, estate planning
Older

Brooklyn Fi, LLC
33 Nassau Avenue, Brooklyn, NY
11222, United States

Company

Our Team
What We Do
Our Values
Careers

Resources

Blog
Podcast
Media

Resources

Investment Management
Stock Options
Pay Taxes
Pricing

Brooklyn Fi, LLC is a New York-based Investment Advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brooklyn Fi in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The publication of any awards, ratings, or accolades received by the firm are not to be viewed by clients, or prospective clients, as a guarantee of future results or experiences with Brooklyn FI, LLC and are not reflective of the exact service experience or results of any one client.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brooklyn Fi, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All testimonials and/or endorsements have been provided by real current and/or former clients. No current or former client was compensated, directly or indirectly, for providing these statements. Brooklyn FI, LLC gained each client's permission to publish their testimonial/endorsement.

Brooklyn Fi, LLC
33 Nassau Avenue,
Brooklyn, NY, 11222,
United States
Hours

Copyright © Brooklyn Fi All rights reserved

Privacy
Accessibility
Form CRS
ADV Part 2