Momentum Advisors continues to stand with the Black community--as we always have!
关于我们
Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA). As an independent investment firm, we are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions. We are proud fiduciaries committed to serving our clients first. Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world’s finest corporations, and educational credentials from the nation’s top universities. As markets change, and life events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, comprehensive, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor helps them navigate the turbulent financial markets strategically. What sets apart? Charisma, innovation and entrepreneurship. Momentum Advisors takes a very special interest in developing chosen clients into entrepreneurs and business owners by sourcing––or developing––private investment opportunities on behalf of its clients. These investments range from passive investments in third-party private equity funds to control positions in their own companies. As investors, advisors and owners, we have a particular strength in the acquisition and development of franchise units, nationally. Momentum Advisors is directly invested in the development and acquisition of franchises; currently owning several franchise units across multiple industries, in partnership with their clients.
- 网站
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https://www.momentum-advisors.com
Momentum Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2012
- 领域
- wealth management、financial services、financial planning、entrepreneurship、investments、tax planning、charitable planning、business creation、franchising、private equity、cash flow management、risk management、retirement planning、asset allocation、investment management、cash flow analysis、charitable planning、financial education、trusts、estate planning、liability analysis、business planning和portfolio management
地点
Momentum Advisors员工
动态
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Trailblazers attract trailblazers ????
Generating Billions of Dollars in Impact through Transformative Operations Management
Been a while since I’ve been on LinkedIn, but all for good reason! Proud and ecstatic to share the newest face at Momentum Advisors as its new Chief Operating Officer, and incredibly grateful to be amongst a team of trailblazers in the financial industry who show me what greatness looks like, every day. 2025 is already gearing up to be a transformative year with much more to share. For starters, I want to highlight a RIA that continues to push the envelope as non-conventional and has cemented itself as an extraordinary boutique wealth management firm with offices in NYC, NJ, and still expanding. Onwards! #Leadership #Innovation #WealthManagement
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Allan Boomer is proof of how franchising can be an engine for wealth creation. Allan discovered franchising while he was advising athletes on investing. He eventually dove in as a MUMBO (Multi-unit Multi-brand) franchisee himself and became the largest zee of ZIPS Cleaners. He now advises others on building wealth at his firm Momentum Advisors which has $400m+ in AUM. I am excited to host Allan in our upcoming webinar: https://lnkd.in/eUsSS6DG Join us to learn more!
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Allan Boomer transitioned from managing portfolios at Goldman Sachs to leading Momentum Advisors, a $330M AUM firm. He's also building a multi-unit, multi-brand franchise portfolio of Retro Fitness & ZIPS Cleaners. We are excited to ask Allan about choosing a franchise, finding partners, raising capital, and managing a sizeable portfolio along with his full-time job. Attendees are welcome to submit questions for Allan. Sign up in the comments.
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The end of the year comes with important client conversations around managing equity compensation and goal setting for the next year's financial plan. Andrea Gray, CRPC?, managing director at Momentum Advisors, tells audience development's Arielle Shternfeld how she's approaching those discussions with an added layer of consideration for clients' post-election concerns. #SchwabIMPACT Citywire USA Reagan Darrah Amelia Holland