Generational Wealth Planning

Thoughtful Strategy for Complex Financial Lives

Proudly supporting individuals, families, and professionals across New York City with tailored, objective financial advice—right from our Midtown office.

Fee-Only

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Independent

From wealth preservation to legacy planning, we provide holistic, customized strategies for high-net worth individuals, families and family offices within a boutique, high-touch service environment.

Independent Planning, Based in New York City

If you’re sorting through wealth management options in NYC, the pressure to choose the right partner can feel intense. It’s normal to worry about hidden agendas or getting a generic plan that misses what matters most to you. Lionshead Investment Advisory stands apart as an SEC-registered, truly independent RIA—unaffiliated with brokerages, insurance companies, or money managers. Our CFP®-credentialed team delivers accessible guidance from our Midtown office, supporting your decisions whether you’re in Manhattan, Upper East Side, Upper West Side, Brooklyn Heights, or Park Slope.

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Turn Financial Stress Into Clear Next Steps

When life feels complicated, having an NYC-based advisory team like Lionshead Investment Advisory means you’re never left guessing about your next move. With our independence, credentialed leadership, and straightforward process, here’s how we help you move forward with confidence:


  • Objective, Product-Free Advice - You want guidance without pressure—our structure keeps your needs front and center.
  • Tailored Planning That Fits Your Reality - Every plan starts with a real conversation and adapts as your life evolves.
  • Direct Access, NYC Office - Reach us easily by phone, email, or in person at 250 W 55th St—no call centers or national hotlines.
  • Bespoke Service Pathways - From comprehensive wealth management to micro family office support and 401(k) plan consulting, you get clear pathways for your unique needs.
  • Clarity, Not Complexity - We explain every step, so decisions feel lighter and you always know what comes next.
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Wealth Management

Integrated investment, retirement, and estate planning for individuals and families seeking clarity and growth.

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Financial Planning

Comprehensive financial plans built around your goals, cash flow, and major decisions—always with a fiduciary lens.

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Micro Family Office

For households with complex needs—coordination across trusts, entities, and multigenerational planning without the overhead.

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401(k) Plan Advisory

Plan design, fee audit, and sponsor support for small-business owners and partners wanting transparency and value.

Who We Help in NYC and Beyond

Retirees & Pre-Retirees

Get confidence that your savings will last and your future is secure.

Business Owners

Align business success with your personal financial goals for a clear path to retirement.

Executives & Professionals

Make the most of complex compensation, benefits, and investment choices.

High-Income Families

Preserve, grow, and transfer wealth with strategies designed for lasting impact.

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