N Financial Plans, founded by Amir Noor, CFP®, EA, CRPS™, is a fee-only fiduciary financial advisory firm providing personalized financial planning, investment management, tax preparation, and wealth management services for individuals and businesses. With expertise in retirement planning, wealth management, tax strategies, and high-net-worth financial planning, the firm serves clients from all financial backgrounds, emphasizing client-centered, transparent, and unbiased advice. Op
erating from Huntington, NY, N Financial Plans leverages a multidisciplinary team of Certified Financial Planners, Enrolled Agents, and Chartered Retirement Plans Specialists to deliver evidence-based strategies and holistic financial solutions tailored to each client’s unique goals and circumstances.
Fee-only fiduciary approach
No commissions or product sales
Broad client base from low to high net worth
Specialization in high-net-worth and alternative investments
Evidence-based investment strategies
Services
Financial Planning
Comprehensive financial planning to organize, grow, and protect assets through life’s transitions.
Fee-only fiduciary approachTailored to individual needsIncludes investment management and tax strategies
Retirement Planning
Strategies to help clients plan for and achieve retirement goals.
Retirement income analysisSocial Security optimizationRoth conversions
Wealth & Investment Management
Management of investment portfolios and wealth preservation strategies.
Comprehensive tax planning and preparation services to optimize financial outcomes.
IRS Enrolled Agent expertiseStrategic tax planningYear-round tax support
High Net Worth Financial Planning
Specialized financial planning for high-net-worth individuals, including estate planning and alternative investments.
Estate and trust planningAlternative investment strategiesCustomized portfolio management
Complimentary Second Opinion
Free review of existing financial plans to ensure they align with current goals.
No-cost initial reviewExpert analysis from CFP® and EA professionals
Credentials & Certifications
Certified Financial Planner (CFP®)
Since 2007
Enrolled Agent (EA)
Since 2007
Chartered Retirement Plans Specialist (CRPS™)
Since 2007
Reviews
Rating
5
★★★★★
Reviews
6
"Very knowledgable"
Frequently Asked Questions
What is the difference between a fee-only advisor and a commission-based advisor? +
A fee-only advisor charges clients directly for their services and does not earn commissions from selling financial products, ensuring unbiased advice. Commission-based advisors earn income from product sales, which can create conflicts of interest.
How does N Financial Plans ensure fiduciary responsibility? +
N Financial Plans is a fiduciary firm that always puts clients' best interests first, adhering to a legal obligation to provide unbiased financial advice without conflicts of interest.
What types of clients do you serve? +
N Financial Plans serves a wide range of clients, including retirees, business owners, medical and legal professionals, young families, high-net-worth individuals, and anyone seeking comprehensive financial planning and wealth management services, regardless of net worth.
Do you offer services outside the United States? +
While N Financial Plans primarily serves U.S. clients, they can work with individuals abroad who hold a valid U.S. visa, ensuring compliance with relevant regulations.
What is your investment philosophy? +
N Financial Plans employs evidence-based investment strategies rooted in economic data, scientific research, and peer-reviewed academic studies, focusing on long-term financial well-being and sustainable growth for clients.
How do you handle alternative investments? +
The firm provides customized portfolio management and wealth planning for alternative investments, including private equity, real estate, infrastructure, multi-asset funds, and hedge funds, catering to high-net-worth clients seeking diversified portfolios.
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