Fordham Financial Management is a financial planner located in New York, New York, specializing in personalized financial strategies for individuals and businesses. Situated in the heart of the financial district at 17 Battery Place, the firm offers comprehensive planning services that address a variety of financial needs. Clients can expect tailored advice on investment management, retirement planning, tax strategies, and risk management, designed to help them achieve their long-term financial goals.
The team at Fordham Financial Management takes a methodical approach to financial planning, beginning with a detailed assessment of each client’s current financial situation. This allows for the development of customized plans that reflect individual priorities and risk tolerance. The firm works closely with clients to monitor and adjust strategies as market conditions and personal circumstances evolve, ensuring plans remain aligned with changing needs.
Fordham Financial Management serves a diverse client base in New York City and surrounding areas, including professionals, families, and business owners. The firm’s location near major financial institutions provides access to a broad range of investment opportunities and market insights. By combining local expertise with a deep understanding of financial planning principles, Fordham Financial Management supports clients in navigating complex financial decisions.
With a focus on clear communication and thorough analysis, Fordham Financial Management strives to provide a practical and disciplined approach to wealth management. The firm’s commitment to understanding each client’s unique situation helps create plans that aim for financial stability and growth over time. Whether managing assets, planning for retirement, or preparing for unexpected events, Fordham Financial Management serves as a resource for sound financial guidance in New York.


































