---
title: Fee-Only Financial Advisor in NYC - Nevis Equity Advisors
description: Fee-only fiduciary financial advisor in Manhattan, NY. Customized financial planning and investment management. Schedule a complimentary meeting.
author: Super User
---

### Fee-Only Fiduciary Financial Advisor in NYC

## Strategic Asset Allocation & Portfolio Management

[Schedule a Complimentary Meeting](https://nevisequityadvisors.com/index.php?Itemid=109)

Registered Investment Advisor

Wealth Management

## Built for you.

![](https://nevisequityadvisors.com/images/Team/Pk.jpg)

**Patrick Keane, Founder & President**

[Meet Patrick](https://nevisequityadvisors.com/index.php?Itemid=399)

Wealth Management

[![Plan](https://nevisequityadvisors.com/media/yootheme/cache/66/home-services-01b-660e2ce8.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Plan

A coordinated plan connecting your goals, income, and taxes.](https://nevisequityadvisors.com/index.php?Itemid=414)

[![Invest](https://nevisequityadvisors.com/media/yootheme/cache/be/home-services-01g-becfc428.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Invest

Tax-aware portfolios built on research, not guesswork.](https://nevisequityadvisors.com/index.php?Itemid=415)

[![Protect](https://nevisequityadvisors.com/media/yootheme/cache/03/home-services-01d-030d2282.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Protect

Independent insurance review. We never sell policies.](https://nevisequityadvisors.com/index.php?Itemid=416)

[![Give](https://nevisequityadvisors.com/media/yootheme/cache/45/about-us-story-02-45b6affc.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Give

Wills, trusts, and giving strategies coordinated with your attorney.](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=41&catid=12)

[![Taxes](https://nevisequityadvisors.com/media/yootheme/cache/12/home-services-01e-12e262c8.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Taxes

Proactive, year-round strategies to reduce your lifetime tax bill.](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=42&catid=12)

[![retire](https://nevisequityadvisors.com/media/yootheme/cache/87/home-services-01f-874f3dcd.jpg)
 ![](https://nevisequityadvisors.com/images/blue-home2.png)

### Retire

Your vision, your wealth, and your retirement designed together.](https://nevisequityadvisors.com/index.php?Itemid=419)

![Financial Advisor](https://nevisequityadvisors.com/media/yootheme/cache/34/ham-34798e23.jpg)

Why Choose Us

## Let's plan your financial path.

![](https://nevisequityadvisors.com/images/star.png)

### Independent

Our recommendations are based solely on your goals and objectives.

![](https://nevisequityadvisors.com/images/star.png)

### Fiduciary

Putting our client’s best interests FIRST at all times.

![](https://nevisequityadvisors.com/images/star.png)

### Comprehensive

We tend to the details without ever losing sight of the big picture.

![](https://nevisequityadvisors.com/images/star.png)

### Fee-only

An open and transparent relationship is the key to long-term success.

[About Us](https://nevisequityadvisors.com/index.php?Itemid=110)

[FAQ](https://nevisequityadvisors.com/index.php?Itemid=112)

About Us

## Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough [wealth planning process](https://nevisequityadvisors.com/index.php?Itemid=414) is driven by listening first, formulating a strategy, and following through with advice and world-class service.

![Family](https://nevisequityadvisors.com/media/yootheme/cache/65/home-cta-01-65c477fb.jpg)

![Family](https://nevisequityadvisors.com/media/yootheme/cache/63/home-cta-02-6325376d.jpg)

![Family](https://nevisequityadvisors.com/media/yootheme/cache/cf/home-cta-03-cfe66d28.jpg)

[Schedule a Complimentary Meeting](https://nevisequityadvisors.com/index.php?Itemid=109)

Partners

## Our strategic alliances.

![Black Rock](https://nevisequityadvisors.com/media/yootheme/cache/39/black-rock-39b422d2.png)

![Goldman Sachs](https://nevisequityadvisors.com/media/yootheme/cache/22/goldman-sachs-2274fb5f.jpg)

![Charles Shwab](https://nevisequityadvisors.com/images/charles-schwab.jpg)

![Altruist](https://nevisequityadvisors.com/images/Logo_Altruist_transparent.png)

![Geo Wealth](https://nevisequityadvisors.com/images/2020-GeoWealth-Logo_Horiztonal-2020-Recolor-e1595263335497.png)

![Wealthbox](https://nevisequityadvisors.com/images/logo-wb.png)

![Right Capital](https://nevisequityadvisors.com/images/logo-rc.png)

![Advisor Assist](https://nevisequityadvisors.com/images/logo-aa.png)