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Professional Financial Advisory Services

Navigate complex financial landscapes with expert guidance. Our experienced advisors help you build sustainable wealth strategies tailored to your unique goals and risk tolerance.

With over 15 years of proven track record, we've helped 500+ clients achieve financial independence through personalized portfolio management, strategic tax planning, and comprehensive financial planning.

Explore Services
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SEC Registered

Registered Investment Advisor

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Fiduciary Duty

Your interests always come first

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Bank-Level Security

256-bit encryption protection

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CFPĀ® Certified

Board-certified financial planners

Expert Financial Guidance Since 2010

FinanceCore has been providing comprehensive financial advisory services to individuals and businesses for over a decade. Our team of certified professionals brings deep market knowledge and personalized strategies to help you achieve your financial objectives.

We specialize in portfolio management, tax optimization, estate planning, and business financial strategy. Our approach combines traditional wisdom with innovative solutions tailored to today's dynamic market environment.

With a client-first philosophy, we build long-term relationships based on trust, transparency, and measurable results. Our comprehensive approach ensures that every aspect of your financial life is optimized for success.

As a fee-only registered investment advisor, we operate under a fiduciary standard, meaning we're legally and ethically bound to act in your best interest at all times. This eliminates conflicts of interest that can arise with commission-based advisory services.

500+
Satisfied Clients
$50M+
Assets Under Management
15+
Years Experience
98%
Client Retention Rate
4.9
Average Client Rating
24/7
Client Support

Meet Our Expert Team

Certified financial professionals dedicated to your financial success

Michael Thompson
Chief Financial Advisor, CFPĀ®
With over 20 years of experience in financial planning and portfolio management, Michael leads our advisory team. He holds a CFPĀ® certification and specializes in comprehensive wealth management for high-net-worth individuals and families.
Sarah Chen
Senior Tax Strategist, CPA
Sarah brings 15 years of tax planning expertise to our team. As a Certified Public Accountant, she specializes in advanced tax optimization strategies and helps clients minimize their tax burden while maximizing wealth accumulation.
David Rodriguez
Estate Planning Specialist, J.D.
David is our estate planning expert with a law degree and 12 years of experience in wealth preservation strategies. He helps clients protect their legacy and ensure smooth wealth transfer to future generations.
Jennifer Park
Investment Analyst, CFA
Jennifer is a Chartered Financial Analyst who manages our investment research and portfolio construction. With 10 years of experience in asset management, she ensures our investment strategies are data-driven and optimized.
Robert Kim
Business Financial Consultant
Robert specializes in business financial planning and corporate advisory services. With an MBA and 14 years of experience, he helps business owners optimize cash flow, plan for expansion, and prepare for exit strategies.
Lisa Wang
Client Relations Director
Lisa ensures our clients receive exceptional service and maintains strong relationships throughout their financial journey. With a background in client services and financial planning, she's your primary point of contact.

Comprehensive Financial Solutions

Tailored services designed to address every aspect of your financial life

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Portfolio Management

Professional asset allocation and portfolio optimization strategies tailored to your objectives and timeline. Our evidence-based approach ensures optimal risk-adjusted returns.

  • Personalized asset allocation modeling
  • Quarterly portfolio rebalancing
  • Tax-loss harvesting strategies
  • ESG investment options available
  • Performance monitoring and reporting
Starting at $299/month
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Comprehensive Financial Planning

Holistic financial roadmaps including retirement planning, education funding, and goal-based strategies with regular reviews and adjustments.

  • Retirement income planning
  • Education funding strategies
  • Cash flow optimization
  • Insurance needs analysis
  • Goal tracking and monitoring
Starting at $199/month
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Advanced Tax Strategy

Sophisticated tax optimization techniques to minimize liability while maximizing your after-tax wealth growth through strategic planning and implementation.

  • Tax-efficient investment strategies
  • Roth conversion planning
  • Charitable giving strategies
  • Business tax optimization
  • Multi-year tax projections
Starting at $149/month
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Business Financial Advisory

Strategic financial consulting for businesses including cash flow management, growth planning, exit strategies, and employee benefit optimization.

  • Cash flow management
  • Business valuation services
  • Exit strategy planning
  • Employee benefit design
  • Succession planning
Starting at $399/month
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Estate Planning & Wealth Transfer

Comprehensive wealth preservation strategies and estate planning solutions to protect your legacy and optimize wealth transfer to future generations.

  • Trust structure optimization
  • Generation-skipping strategies
  • Charitable planning techniques
  • Business succession planning
  • Estate tax minimization
Starting at $249/month
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Education Funding Solutions

Strategic planning for education expenses with tax-advantaged savings vehicles, funding strategies, and scholarship optimization techniques.

  • 529 plan optimization
  • Coverdell ESA strategies
  • UTMA/UGMA account planning
  • Financial aid optimization
  • Private school funding
Starting at $129/month
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Real Estate Investment Advisory

Professional guidance on real estate investments including REITs, direct property investment, and real estate crowdfunding platforms.

  • REIT portfolio construction
  • Direct property analysis
  • Real estate crowdfunding
  • Tax-efficient structuring
  • Market timing strategies
Starting at $179/month
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Retirement Income Planning

Specialized strategies for generating sustainable income during retirement while preserving wealth and accounting for inflation and longevity risks.

  • Social Security optimization
  • Pension maximization
  • Withdrawal rate strategies
  • Healthcare cost planning
  • Legacy planning integration
Starting at $219/month
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Executive Financial Services

Specialized financial planning for executives including stock option planning, deferred compensation strategies, and concentrated stock positions.

  • Stock option optimization
  • Deferred compensation planning
  • Concentrated stock strategies
  • Executive benefit analysis
  • Career transition planning
Starting at $449/month

Our Proven Advisory Process

A systematic approach to understanding your needs and delivering personalized solutions

1
Discovery & Assessment
We conduct a comprehensive analysis of your current financial situation, goals, risk tolerance, and timeline. This includes reviewing all assets, liabilities, income streams, and existing investment strategies.
2
Strategy Development
Based on your unique circumstances, we develop a customized financial strategy that addresses your specific goals while optimizing for tax efficiency and risk management.
3
Implementation
We execute your personalized strategy with precision, coordinating all aspects of implementation including account setup, investment allocation, and integration with existing financial structures.
4
Monitoring & Optimization
We continuously monitor your portfolio performance and market conditions, making adjustments as needed to keep your strategy aligned with your evolving goals and market opportunities.
5
Regular Reviews
Scheduled quarterly reviews ensure your financial plan remains on track. We provide detailed performance reports and discuss any necessary adjustments to your strategy.
6
Ongoing Support
Our team provides continuous support and guidance, available to address questions, market concerns, or life changes that may impact your financial strategy.

Market Insights & Performance

Key financial metrics and market insights that guide our advisory strategies

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Average Annual Return
8.7%
Our diversified portfolios have achieved an average annual return of 8.7% over the past 10 years, outperforming benchmark indices.
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Risk-Adjusted Returns
1.24
Sharpe ratio demonstrating superior risk-adjusted performance through strategic asset allocation and active management.
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Tax Savings
$12,500
Average annual tax savings per client through strategic tax-loss harvesting and optimization techniques.
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Goal Achievement Rate
94%
Percentage of clients who have successfully achieved their primary financial goals through our advisory services.
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Portfolio Growth
+127%
Average portfolio growth for clients who have been with us for 5+ years, demonstrating long-term wealth building success.
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Downside Protection
-3.2%
Maximum drawdown during market corrections, showing effective risk management and capital preservation strategies.

Client Success Stories

Real experiences from clients who have achieved their financial goals with our guidance

"FinanceCore transformed our retirement planning completely. Their strategic approach helped us optimize our 401k contributions and develop a tax-efficient withdrawal strategy. We're now on track to retire two years earlier than originally planned."
JM

John & Mary Stevens

Retired Educators

"As a business owner, I needed someone who understood both personal and business finances. Their comprehensive approach helped me optimize my business structure for tax efficiency while building personal wealth simultaneously."
DR

Dr. Rachel Martinez

Medical Practice Owner

"The team's expertise in estate planning was invaluable. They helped us structure our wealth transfer strategy to minimize estate taxes and ensure our children's financial security. The peace of mind is worth everything."
TB

Thomas & Barbara Chen

Tech Executives

"Working with FinanceCore was a game-changer for our family's financial future. Their education funding strategy helped us save for our three children's college expenses while maintaining our retirement goals."
AF

Amanda & Frank Wilson

Corporate Professionals

"The portfolio management service exceeded my expectations. During the market volatility, their strategic rebalancing and risk management kept my investments stable while others were struggling."
MK

Michael Kim

Investment Professional

"Their executive financial services were exactly what I needed. The stock option planning and deferred compensation strategies significantly improved my overall compensation package effectiveness."
SJ

Sarah Johnson

Fortune 500 Executive

Frequently Asked Questions

Answers to common questions about our services and approach

What is the minimum investment required to work with FinanceCore? +
Our minimum investment requirement is $100,000 for comprehensive portfolio management services. However, we offer financial planning services starting at lower investment levels. We believe quality financial advice should be accessible, and we work with clients at various wealth levels.
How do you charge for your services? +
We operate on a fee-only basis with transparent pricing. Our fees are based on assets under management and the complexity of services required. There are no hidden commissions or conflicts of interest. We provide detailed fee schedules during our initial consultation.
What makes FinanceCore different from other financial advisors? +
Our comprehensive approach combines advanced technology with personalized service. We're a fiduciary firm, meaning we're legally bound to act in your best interest. Our team includes CFPĀ®, CFA, and CPA professionals, providing expertise across all financial planning areas.
How often will we meet to review my financial plan? +
We conduct formal quarterly reviews with all clients, with additional meetings scheduled as needed for major life events or market changes. You also have access to our team throughout the year for questions or concerns via phone, email, or video conference.
Do you work with clients nationwide? +
Yes, we serve clients across the United States. While our headquarters is in New York, we leverage technology to provide comprehensive services to clients nationwide. We're licensed to provide investment advisory services in all 50 states.
What happens if I need to access my funds during market downturns? +
We structure portfolios with liquidity considerations in mind, maintaining appropriate cash reserves and liquid investments. Our strategic approach includes planning for various market scenarios, ensuring you have access to funds when needed without compromising long-term goals.
How do you handle tax planning and preparation? +
While we don't prepare tax returns directly, we work closely with your tax professional or can recommend qualified CPAs. Our tax strategies focus on optimization throughout the year, including tax-loss harvesting, asset location strategies, and retirement account optimization.
What technology and security measures do you use? +
We use institutional-grade technology platforms with bank-level security, including 256-bit encryption, two-factor authentication, and regular security audits. Our client portal provides real-time access to your accounts, performance reports, and financial planning documents.

Financial Insights & Resources

Educational content and market analysis to help you make informed financial decisions

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June 15, 2025
Strategic Asset Allocation in Volatile Markets
Learn how to maintain portfolio balance during market uncertainty through strategic asset allocation and rebalancing techniques.
Read More ā†’
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June 10, 2025
Tax-Loss Harvesting: Maximizing After-Tax Returns
Discover advanced tax-loss harvesting strategies that can significantly improve your investment returns through tax optimization.
Read More ā†’
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June 5, 2025
Real Estate Investment Strategies for 2025
Explore current opportunities in real estate markets, including REITs, direct investment, and emerging crowdfunding platforms.
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May 30, 2025
Education Funding: 529 Plans vs. Alternative Strategies
Compare various education funding approaches and learn which strategies work best for different family situations and goals.
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May 25, 2025
ESG Investing: Balancing Values and Returns
Understanding environmental, social, and governance investing and how to build a portfolio that aligns with your values.
Read More ā†’
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May 20, 2025
Estate Planning Essentials for High-Net-Worth Families
Key strategies for preserving wealth across generations, including trust structures and tax-efficient wealth transfer techniques.
Read More ā†’