What is Brooklyn Fi?

We work with clients looking for a holistic long-term relationship with seamless connection between their investment portfolio, their personal and life goals, and filing their taxes.

The Magic of BKFi

  • Meet with a financial planner (always a CFP®) at least twice a year (and whenever you need)

  • Have your tax return prepared by our in-house CPAs and meet with them throughout the year for proactive tax planning (no more tax surprises) 

  • Access to your financial plan at all times in a streamlined dashboard

  • Have your investment portfolio aligned with your tax plan and your long-term goals

  • Trust our team to act in your best interests at all times (we are fiduciaries)

  • Client-first approach (we know you’re busy)  with tech-forward experience and semi-annual client networking events

Who We Work With

  • Professionals with equity compensation (stock options, RSUs, deferred compensation)

  • Small business owners (typically with net income of at least $200,000)

  • HENRY (High Earner Not Rich YET) – hire us to change that

  • Folks who want to preserve their wealth to last their lifetime and beyond

  • If you’re not quite ready for the FULL BKFi experience, check out our resource page here: brooklynfi.com/futureclients

What We Do

  • We are your decision-making partner for life’s financial rollercoaster: planning for kids and college expenses, buying a home, a second home, planning a temporary or permanent retirement, and so much more 

  • We partner with you to turn your equity into lasting wealth — aligning taxes, avoiding surprises, managing sales, and building smart diversification strategies through IPOs, tender offers, and beyond.

  • Manage your investment portfolio (brokerage accounts, 401(k)s, IRAs, etc.)

  • File your tax return

  • Build a dynamic financial plan

  • Stand by to answer your questions and help problem-solve as issues come up in your life

What’s Next?