Investry is your sanctuary for sustainable wealth.
We work with individuals and families through the holistic financial planning process, specializing in aligning your investments with your values.
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.
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.