Momentum Advisors Employee Directory
Financial ServicesNew York, United States2-10 Employees
Momentum Advisors is an SEC-registered investment adviser operating as an independent, fee-only firm. The company emphasizes fiduciary duty, seeking to align its recommendations with clients' interests and minimize conflicts associated with commission-based brokerages. Its approach centers on dynamic, comprehensive financial planning that combines strategy, accountability, and a clear path toward clients' goals. Based in New York City, Momentum Advisors operates as a small, client-focused practice providing planning and guidance within the financial services space. A distinctive practice is sourcing and developing private investment opportunities for clients, including passive exposures to third-party private equity funds and potential control positions in clients' own businesses. The firm also concentrates on acquiring and developing franchise units, collaborating with clients to own and grow franchises across multiple industries. In April 2025, Momentum Advisors announced the launch of the Momentum Advisors Scholarship for Finance Students.
1-888-653-2347 
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