Arista Advisory Group, LLC, is an independent financial services organization. Our team has been helping individuals, families, and business owners, and foundations with their financial planning and investment needs for more than 30 years. Dedicated to providing customized advisory and support services to our clients, we do not take a typical approach to planning. Rather than basing our recommendations on generic asset levels, risk tolerances, and time horizons alone, we endeavor to consider the whole person—including the environmental and social values of each person, his or her personal relationship with money, and each person’s vision for profitable and sustainable investments.
Our team is comprised of advisors in New York and Hawaii, giving us the ability to serve clients across the United States. Our highly personal approach to serving our clients includes an extensive level of travel, enabling us to meet face to face with many our clients. We believe human interaction is the best way to sustain relationships with our clients. Through collaboration, we help implement planning and investment strategies designed to help each client achieve his or her life goals.