Business Details
40 Years
experience
Your Trusted Partner for Financial Planning Solutions
Financial Asset Management has been empowering clients to make informed financial decisions since 1986. Our boutique firm specializes in personalized financial planning and investment management, operating as fiduciaries to ensure objective guidance tailored to each client's unique circumstances. With offices in Chappaqua and New York City, we serve individuals, families, and small businesses through a comprehensive approach that combines cash flow planning, retirement strategies, education funding, tax optimization, and estate planning.Our evidence-based investment philosophy emphasizes low-cost ETFs and mutual funds, with portfolio models designed to align with clients' risk tolerance and long-term goals. Our team of Certified Financial Planners brings decades of combined experience to help clients navigate market volatility, tax implications, and life's financial challenges while maintaining a commitment to transparency and client advocacy.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Optimization
Estate Planning
Risk Management
Education Funding
Cash Flow Analysis
Details
- Year established: 1986
Highlights and features
- We operate as fee-only fiduciaries with no commissions or incentives
- Our evidence-based investment approach prioritizes long-term stability
- Team includes three Certified Financial Planners with decades of experience
- Personalized financial roadmaps tailored to individual life goals
- Boutique firm offering direct access to senior advisors
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for clients' financial futures. We analyze cash flow, retirement goals, education needs, and estate considerations to develop actionable plans. With regular reviews and adjustments, we help clients stay on track toward achieving both short-term objectives and long-term financial security through objective, fiduciary guidance.
Investment Management
We implement evidence-based investment strategies using low-cost ETFs and mutual funds tailored to individual risk profiles. Our approach removes emotional decision-making by focusing on market data and long-term trends. Regular portfolio reviews and rebalancing ensure continued alignment with clients' financial goals while maintaining tax efficiency through strategic fund selection.
Retirement Planning
Our retirement planning service develops customized strategies to help clients achieve their desired lifestyle in retirement. We analyze current assets, projected needs, and risk tolerance to create sustainable withdrawal plans. Through regular progress reviews and adjustments, we ensure clients maintain financial independence while navigating market fluctuations and evolving personal circumstances.
Tax Planning
We integrate tax planning into comprehensive financial strategies to minimize tax liabilities. Our advisors collaborate with accountants to identify tax-efficient investment vehicles and timing strategies. By analyzing income streams, deductions, and credits, we help clients retain more of their wealth through legal tax reduction methods aligned with their overall financial objectives.
Estate Planning
Our estate planning service helps clients create legacy plans that reflect their wishes. We coordinate with estate attorneys to establish proper documentation for asset distribution, charitable giving, and family provision. Through regular reviews and updates, we ensure estate plans remain current with changing laws and personal circumstances to protect clients' legacies.
People
Scott M. Kahan
Principal and Senior Financial Planner
Certified Financial Planner with over 30 years of experience guiding clients through complex financial decisions. Specializes in retirement strategies, tax optimization, and investment management while maintaining a fiduciary approach to client relationships.
Viktoria Kamin
Principal and Senior Financial Planner
Experienced financial planner focusing on comprehensive wealth management solutions. Brings expertise in portfolio construction, risk assessment, and long-term financial strategy development while maintaining fiduciary standards for client service.
Edward Hadad
Principal and Financial Planner
Certified Financial Planner dedicated to helping clients achieve financial security through personalized planning. Specializes in retirement income strategies, education funding, and evidence-based investment approaches tailored to individual client needs.
Cindy Delgado Curry
Principal and Director of Operations
Manages firm operations and client services with focus on delivering exceptional client experiences. Ensures efficient implementation of financial plans while maintaining the firm's commitment to fiduciary standards and personalized service.
Hannah Williams
Client Service Representative
Supports client relationships through responsive communication and coordination of financial planning services. Plays key role in maintaining the firm's personalized approach to client service delivery.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, education funding, and cash flow management tailored to individual client goals.
Are you fiduciary financial advisors?
Yes, we operate as fee-only fiduciaries and do not accept commissions or incentives, ensuring objective recommendations focused solely on client needs.
What investment approach do you use?
Our evidence-based approach utilizes low-cost ETFs and mutual funds with regular rebalancing to maintain alignment with client goals and risk tolerance.
How does the financial planning process work?
We begin with discovery meetings to understand your goals, then create customized financial roadmaps with actionable steps for both short and long-term objectives.
Do you offer in-person meetings?
We provide services through both in-person meetings at our Chappaqua or NYC offices and virtual consultations to accommodate client preferences.
