Welcome
Your wealth is complex.
Working with us isn't.
Brooklyn Fi works with tech professionals and high earners who want clarity, not complexity.
One question
What best describes
your situation?
This helps us connect you with the right advisor on our team.
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Tell us a little
about yourself.
We'll match you with the right advisor. Takes 30 seconds.
First Name
Last Name
Email
Investable Assets (approx.)
Biggest challenge right now
Explore
How will you
grow with BKFi?
We don't believe in one-size-fits-all. What do you want to learn about?
Equity Compensation
Making sense of
your equity.
RSUs, ISOs, NQSOs are not the same, and the tax implications are wildly different.
Tax Planning
No more tax
surprises.
We do more than file returns. We build year-round strategies so you keep more of what you earn.
Investment Management
Always optimizing,
always in your best interest.
We manage portfolios as part of a holistic plan. Fiduciary, fee-only, always on your side.
Business Accounting & Advisory
In house support
for your business.
We handle the numbers so you can focus on running your business.
Live Chat
We're here to
answer anything.
Our team responds within minutes during business hours. No sales pressure, just real answers.
✓
You're all set.
Let's talk.
Choose a time that works for you below. We look forward to the conversation.
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