Our Services

As an independent investment advisory firm, we offer fee-only, values-centered financial planning, investment consulting, portfolio design and management, risk management, and estate planning. Rather than following a cookie-cutter process for determining your needs, we work closely with you to understand—and sometimes help you define—your vision for applying wealth to achieve balance in life. By looking at the planning process from the inside out, rather than the outside in, we are able to recommend a customized approach that is aligned with your personal values and buoyed by sustainable investments that support your environmental and social beliefs.

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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