Brooklyn Fi

Your Trusted Financial Advisors in Brooklyn

Financial planner in Brooklyn, NY (show on map)

4.6

★★★★★

24 reviews

Brooklyn Fi offers comprehensive financial planning, tax strategy, and equity compensation services tailored to tech professionals and startups.

Call (332) 296-1660

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About

Brooklyn Fi, LLC is a New York-based Investment Advisor registered with the Securities and Exchange Commission. We provide integrated financial planning, tax strategy, and equity compensation services for tech professionals and startups, coordinating investment portfolios, tax optimization, estate planning, and personalized advice to align with clients' life goals.

Integrated financial planning

Specialized equity compensation tax strategy

Fee-only fiduciary model

Female-founded, inclusive team

Services

Financial Planning & Wealth Management

Comprehensive financial planning that integrates investment management, tax planning, estate planning, and equity compensation into a single, coordinated plan.

Integrated investment management Tax optimization strategies Estate planning coordination Equity compensation expertise

Equity Compensation Tax Strategy

Specialized tax planning for stock options, RSUs, and other equity awards, including AMT planning and cost basis optimization.

AMT planning for ISOs and NSOs Cost basis tracking and reporting Strategic exercise timing Tax-loss harvesting coordination

Retirement & Investment Management

Diversified, tax-efficient portfolios aligned with individual goals, risk tolerance, and tax situation.

Asset allocation based on risk profile Tax-efficient portfolio construction Continuous rebalancing and monitoring Retirement projection modeling

Credentials & Certifications

Certified Financial Planner (CFP®)

Since 2020

Reviews

Rating

4.6

★★★★★

Reviews

"Has helped me so much with my finances for many many years!"

Frequently Asked Questions

How quickly will I see a return on my investment in BKFi's services? +

Clients often uncover meaningful savings within the first year through smarter exercise timing, tax-loss harvesting, or catching errors on previously filed returns. Value compounds over time through retirement account optimization, better asset location, and disciplined planning around major purchases.

What type of advice can I expect that I won't get anywhere else? +

Brooklyn Fi specializes in equity compensation tax strategy, including AMT planning, cost basis adjustments, and strategic income generation to increase AMT budgets. Most accountants avoid this complex area, making Brooklyn Fi's expertise unique.

I'm financially savvy already. Is it still worth working with you? +

Brooklyn Fi finds 'ah-ha' moments for financially savvy clients by uncovering overlooked opportunities in their full financial picture. A brief consultation can determine fit, and the firm is honest if it cannot add sufficient value.

Do you have any income or asset minimums? +

No hard minimums, but we generally provide most value to households with at least $200,000 in annual income and/or $200,000 in liquid assets, or those with significant potential assets from IPOs, acquisitions, or liquidity events.

Can I just pay for a quick consultation instead of the full planning relationship? +

Brooklyn Fi does not offer hourly or project-based consulting. The real value emerges from a comprehensive, integrated planning relationship that considers all aspects of a client's financial life.