Our Firm

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.

Featured News

Contact Info

New York Office
255 Washington Avenue Extension
Suite 204
Albany, NY 12205
Phone: 518-464-0319
Fax: 518-464-5004
Email: Info@aristaadv.com

Hawaii Office
841 Bishop Street, Suite 1607
Honolulu, HI 96813
Phone: 808-531-5665
Fax: 518-464-5004
Email: Info@aristaadv.com

 

California Office
Dovetail Financial Planning

Phone: 831-227-2624
Fax: 518-464-5004
www.dovetailfinancialplanning.com
Email: bernard@dovetailfinancialplanning.com
Email: barnard@aristaadv.com

Massachusetts Office
314 Main Street, Suite 13
Great Barnington, MA 01230
Phone: 413-717-3139
Fax: 518-464-5004
www.aristaadv.com
Email: melissa@aristaadv.com