NEW YORK, March 21, 2019 /PRNewswire/ -- Sincerus Advisory, LLC is proud to announce the opening of its initial office. The firm is a Registered Investment Advisor in the state of New York that specializes in providing holistic financial planning solutions to individuals. Their services will be available in the greater Tri-State area as well as nationwide through virtual meeting solutions.
As a member of the XY Planning Network, Sincerus is particularly adept at serving Generation X and Y individuals that are achieving high career growth. The firm caters to a psychographic of lifelong learners that want to be engaged in their financial affairs but need the added value of expertise and time-saving service. Sound financial advice paired with the ease of curated technology solutions will define the Sincerus client experience.
The practice operates on a fee-only basis built off of years of experience serving high-net-worth individuals. The firm's founding tenant of "everyone deserves advice they can trust" guides the approach to service-oriented solutions. Operating at a fiduciary standard, Sincerus works with professionals and entrepreneurs to address their unique financial concerns.
"We're very excited about this opportunity to work with individuals, making a difference not just in their finances but also in the achievement of their life goals," says Dann Ryan, CFP® and Managing Partner. "Sincerus will deliver genuine, honest advice, which we believe is a drastically underprovided service to investors everywhere."
For more information, please visit https://SincerusAdv.com or connect with us on Instagram @SincerusAdvisory.
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