ABOUT US

Schupak Financial Advisors is a fee-only, independent firm.

We specialize in working with high achieving, urban professionals in the prime of their career. It is easy to make good money in a big city and not have much to show for it years later. Turn that income into wealth.

With offices located in NYC and Jersey City, we serve the New York tri-state area in person. In addition, we provide our services nationwide through virtual meetings and the occasional trip to connect with a client face to face.

Michael (Mike) Schupak, CFP® founded Schupak Financial Advisors with the ambition to demystify the world of finance and help individuals reach their goals.

Meet Mike  OUR PROCESS

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Our Financial Planning services can be one-time hourly-based or an ongoing basis. We provide advice on key topics such as cash flow and budgeting, retirement forecasting, risk management, investment analysis, estate planning and tax planning.

Utilize our Portfolio Management services and take the stress out of investing. We create a portfolio based on your time horizon, risk tolerance and capacity. Then we handle the asset allocation, asset selection, trading, threshold rebalancing, tax harvesting and performance reporting.

FINANCIAL PLANNING  PORTFOLIO MANAGEMENT