Steel Ridge Advisors Email Format

Financial ServicesNew York, United States2-10 Employees

Steel Ridge Advisors is a small financial services firm based in Islandia, New York, founded in 2016. It positions itself as a CFO-like partner for families or companies, coordinating taxes, asset management, cash management, estate planning, and insurance through a single point of contact. The approach emphasizes reducing common behavioral and emotional errors in financial decision-making and centers the client in the planning process.

With a team-based model, the firm concentrates on goals-based financial planning, investment management, and tax services for its clients. It serves individuals and organizations seeking integrated oversight of their financial picture. Securities and investment advisory services are offered through Osaic Wealth, Inc., with related entities and marketing names operating independently of Osaic Wealth.

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