financial filosophy is a fee only financial planning firm based in New York
City, that serves clients nationwide. The architectural structures found on
this site represent how the firm's principal lives his life, splitting time
between New York, California, and his home state of Texas.
financial filosophy is able to provide face-to-face service to clients in
these areas, and we are happy to service clients across the nation on a remote
basis. Whether through remote or face-to-face contact, financial filosophy is
committed to the art and science of our clients' success.
At financial filosophy, there is a clear commitment to both the art and the
science of financial planning.
The science of financial planning is the most familiar and commonly known aspect.
It’s the dollars and cents, the actuarial tables and historical data,
the stock quotes and trend lines that, in the mind of an expert, consolidate
into the elements of a financial plan.
The art of financial planning is a more subtle thing – a way of looking
at the data that includes a subjective, creative, value-infused vision of reaching
If the science is the brains, then the art is the soul. You are at the center
of the process as a clear pathway is seen through the existing environment that
leads you to your goal.