What We Do
Anglia Advisors offers personal finance consulting services and professional investment management to younger professionals and couples and separately provides financial consultations to those living and working in the US as foreign nationals. Completely independent, we work on a flat-fee basis taking absolutely no sales commissions, kickbacks or compensation of any kind from anyone except our client and so are able to provide unbiased clarity and advice in plain, understandable language on the personal finance concepts, actions and behaviors that affect younger people or non-citizens, and then give advice and recommendations that empower them to take control of their own financial futures.
A Registered Investment Advisor and flat-fee-only fiduciary personal finance consulting and investment management firm based in the heart of New York City, the firm was founded and managed by Simon Brady CFP®, CDFA®, a qualified CERTIFIED FINANCIAL PLANNER™ professional personal finance consultant with extensive global financial market and investment management experience.
High quality financial planning and professional investment management is no longer the exclusive domain of wealthy pre-retirees, successful veteran business owners, trust-funders or retired executives. Professional individuals and couples who may be at the early or middle stages of the growth and accumulation phase of their financial life journeys can now affordably have their situation and financial behaviors and habits assessed, receive customized and entirely objective agenda-free recommendations and the expert guidance and financial stewardship they need towards achieving their goals of secure financial futures and peaceful prosperity.
With decades of experience of financial markets, we have made it our business to understand the particular personal finance needs, goals, motivations and concerns of younger professionals as well as those of non-citizens recently-arrived in the US and have adapted our service offerings specifically to make working with these groups compelling and cost-effective.
Whether it is explaining sometimes complex financial concepts in understandable language, problem-solving what is concerning you or bringing in a specialist third party professional from the vast Anglia Advisors Professional Network, you can be comfortable in the knowledge your CERTIFIED FINANCIAL PLANNER™ personal finance consultant will develop a trusting, genuine and fiduciary relationship with you, possesses the intuitive understanding of what aspects of personal finance are important to you and the expertise and experience to address these issues and who pledges in writing to act in your best interests at all times.
Simon can conduct public or private presentations, workshops and speaking engagements on a wide variety of personal finance topics to any audience type.
Anglia Advisors can also take on projects on a pay-by-the-hour basis (for example, an analysis of an existing investment portfolio or 401k plan)