ABOUT

The founder, Michael (Mike) Schupak, CFP®, spent over 10 years in Corporate Finance before shifting to focus on the finances of individuals in place of corporations.

Mike’s ambition to provide clarity to an industry that often seems cloudy and confusing, as well as, help individuals reach their goals led to the creation of Schupak Financial Advisors.

While we serve the New York tristate area in person, we are also proud to provide our services nationwide through virtual meetings and the occasional trip to connect with a client face to face.

Contrasting many firms, we do not employ a sales driven process racing to collect assets. Instead, Our Process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward.

Meet Mike  OUR PROCESS

As Seen In:

Our Financial Planning services are project-based and provide advice on key topics such as cash flow and budgeting, retirement planning, risk management, investment analysis, estate planning and tax planning.

Portfolio Management services include asset allocation, selection and execution, as well as, ongoing and continuous supervision of portfolios.

FINANCIAL PLANNING  PORTFOLIO MANAGEMENT