![]() ![]() "We think that understanding what the money is for and understanding what truly makes our clients happy is just as important as the financial plan." "Our approach is unique in that we blend goal-setting and financial life planning with highly technical tax and investment advice," she said. Ayers said her Brooklyn-based firm focuses specifically on millennials with equity compensation (ie, ones who get non-cash pay, such as performance shares) and helps advise clients ahead of life-changing IPOs. She launched a financial education podcast and started Brooklyn FI (short for financial independence) in 2017 with Shane Mason, a fellow certified financial planner (CFP) who had appeared on her podcast.īrooklyn FI primarily caters to young urban entrepreneurs working in the tech and creative fields, but takes on clients of all backgrounds, helping them to build wealth out of their side hustles. Here are some of the best financial advisors for millennials, listed in alphabetical order by last name.Īyers was working as a music editor when she noticed that many of her 20-something friends who had found success in creative fields were still struggling financially. These individuals span the country, from Seattle to Miami (some even work virtually), and work with clients across a range of net worths. Many of these power players are millennials themselves who founded their own firms after seeing a gap in the financial services market for millennials, and hoped to answer questions that characterize the life stages of 20- and 30-somethings. Some are educating millennials on financial literacy via online platforms. ![]() We took into consideration individuals who have gone beyond the daily service of financial advisors to contribute to the conversation on millennial finances, or who specialize in a niche cohort within the generation, such as the FIRE (financial independence/retire early) community, HENRYs (high earners, not rich yet), and young entrepreneurs. The financial industry services is vast, so we narrowed this list down to those working at independent firms, which are typically more accessible to younger generations. Account icon An icon in the shape of a person's head and shoulders.
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