Investry is your sanctuary for sustainable wealth.

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We work with individuals and families through the holistic financial planning process, specializing in aligning your investments with your values.

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As an independent fee-only advisor, we don't accept commissions for selling financial products or referral fees when we recommend other professionals.  Our incentives align with your interests: to protect and grow your wealth, and in a manner which refreshingly feels right.

 

Environmental, Social, & Corporate Governance (ESG) screening can help uncover material financial risks while also making you feel better about the impact of your capital on the world.

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Let's get started by generating a sustainability diagnostic report for you!

 

Investry is located in Scarsdale, New York.  We meet with clients face-to-face throughout the New York City Metro, and serve clients nationwide virtually.