--- title: About Our Independent Fee-Only RIA - Nevis Equity Advisors description: Learn how Nevis Equity Advisors, an independent fee-only RIA in NYC, guides clients with a listen-first process and fiduciary care throughout. author: Super User --- Our Story ## An Independent, Fee-Only Fiduciary RIA Built Around You Nevis Equity Advisors is not affiliated with any bank, broker-dealer, or insurance company. We don't sell products, and we don't earn commissions. Our only compensation comes directly from the clients we serve. As a fiduciary, we're legally obligated to put your interests first, in every recommendation, every time. Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to [design a successful plan of action](https://nevisequityadvisors.com/index.php?Itemid=414). # [Patrick Keane](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=20&catid=9) # Founder & President [![](https://nevisequityadvisors.com/images/Team/Pk.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=20&catid=9) That independence starts with who's behind it: a Series 65-registered advisor with 30+ years of institutional experience at firms including BNY Mellon, JPMorgan Chase, and Bank of America. [Learn More About Patrick](https://nevisequityadvisors.com/index.php?Itemid=399) # What We Believe > Real wealth is measured in decades, built through discipline, and guided by nuanced strategy. Our Team ## Our Professional Network Wealth planning rarely stops at [investments](https://nevisequityadvisors.com/index.php?Itemid=415). Over the years, we've built relationships with a small group of vetted attorneys, [insurance specialists](https://nevisequityadvisors.com/index.php?Itemid=416), and real estate professionals across New York City and Westchester County who we can bring in when your plan calls for it. These professionals are independent of Nevis Equity Advisors.  They are not our employees, and we do not receive compensation for referrals. We simply know and trust their work. # Attorney / Legal Partner # Family [Estate Planning](https://nevisequityadvisors.com/index.php?Itemid=417) & Real Estate Contract Services [![Eric Sadkin](https://nevisequityadvisors.com/media/yootheme/cache/3b/sadkin-team-3baaa437.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=24:eric-sadkin&catid=10) ### [Eric Sadkin](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=24:eric-sadkin&catid=10) Real Estate Contract Services [Attorney / Legal](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=12:attorney-legal), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=24:eric-sadkin&catid=10) [![Lauren Geisinger](https://nevisequityadvisors.com/media/yootheme/cache/f9/lauren-geisinger2-f921e155.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=37:lauren-geisinger&catid=11) ### [Lauren Geisinger](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=37:lauren-geisinger&catid=11) Attorney / Legal Partner [Attorney / Legal](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=12:attorney-legal), [Westchester County](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=16:westchester-county) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=37:lauren-geisinger&catid=11) [![Errika Kalomiris](https://nevisequityadvisors.com/media/yootheme/cache/8c/erikka3-8cd2412d.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=32:errika-kalomiris&catid=10) ### [Errika Kalomiris](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=32:errika-kalomiris&catid=10) Real Estate Contract Services [Attorney / Legal](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=12:attorney-legal), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=32:errika-kalomiris&catid=10) # Auto / Home / Business Insurance # [Risk Management](https://nevisequityadvisors.com/index.php?Itemid=416) [![Alex Marenco](https://nevisequityadvisors.com/media/yootheme/cache/58/Alex-team-5817f765.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=23:alex-marenco&catid=10) ### [Alex Marenco](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=23:alex-marenco&catid=10) President, Senior Advisor Marenco Insurance Agency [Insurance](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=13:insurance), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=23:alex-marenco&catid=10) # Tri-State Brokers & Realtors # listing & selling agents [![Daise Tubb](https://nevisequityadvisors.com/media/yootheme/cache/c9/Daise_Tubb_picture-team-c9d06d05.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=22:daise-tubb&catid=10) ### [Daise Tubb](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=22:daise-tubb&catid=10) Tri-State Brokers & Realtors 347-489-5966 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=22:daise-tubb&catid=10) [![Susan Molloy](https://nevisequityadvisors.com/media/yootheme/cache/4e/Susan_Molloy__397_RT-4e5edd51.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=29:susan-molloy&catid=10) ### [Susan Molloy](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=29:susan-molloy&catid=10) Licensed Real Estate Salesperson 917-592-4927 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=29:susan-molloy&catid=10) [![David E. Perry](https://nevisequityadvisors.com/media/yootheme/cache/4d/David-4d0ecdc9.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=27:david-e-perry&catid=10) ### [David E. Perry](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=27:david-e-perry&catid=10) NYC Real Estate Broker 917-496-5081 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=27:david-e-perry&catid=10) [![Spencer Shandonay](https://nevisequityadvisors.com/media/yootheme/cache/74/spencer-shandonay-500-744415db.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=26:spencer-shandonay&catid=10) ### [Spencer Shandonay](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=26:spencer-shandonay&catid=10) NYC Real Estate Broker 206.841.1751 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [NYC](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=15:new-york-city) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=26:spencer-shandonay&catid=10) [![Robyn Rosenberg](https://nevisequityadvisors.com/media/yootheme/cache/5c/robyn-rosenberg-5cb05b1e.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=33:robyn-rosenberg&catid=11) ### [Robyn Rosenberg](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=33:robyn-rosenberg&catid=11) Real Estate Salesperson 914.729.4125 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [Westchester County](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=16:westchester-county) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=33:robyn-rosenberg&catid=11) [![Sheri Wolfe](https://nevisequityadvisors.com/media/yootheme/cache/2d/sheri-wolfe-2df4af3f.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=34:sheri-wolfe&catid=11) ### [Sheri Wolfe](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=34:sheri-wolfe&catid=11) Licensed Real Estate Salesperson 917-693-8210 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [Westchester County](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=16:westchester-county) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=34:sheri-wolfe&catid=11) [![Patty Anker](https://nevisequityadvisors.com/media/yootheme/cache/96/patty-anker-9601b7b6.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=36:patty-anker&catid=11) ### [Patty Anker](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=36:patty-anker&catid=11) Licensed Associate Real Estate Broker 1-917-543-3966 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [Westchester County](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=16:westchester-county) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=36:patty-anker&catid=11) [![Amie Pisano](https://nevisequityadvisors.com/media/yootheme/cache/88/amie-pisano-88fb9a61.jpg)](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=35:amie-pisano&catid=11) ### [Amie Pisano](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=35:amie-pisano&catid=11) Westchester Real Estate Advisor (914) 715-2632 [Brokers & Realtors](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=11:brokers-realtors), [Westchester County](https://nevisequityadvisors.com/index.php?option=com_tags&view=tag&id[0]=16:westchester-county) [BIO](https://nevisequityadvisors.com/index.php?option=com_content&view=article&id=35:amie-pisano&catid=11) ## Our Process Discover To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you. Analyze Next, we gather and review all relevant information, including bank records, financial statements, and [tax](https://nevisequityadvisors.com/index.php?Itemid=418) and [estate planning](https://nevisequityadvisors.com/index.php?Itemid=417) documents, to help us better understand where you are now financially relative to where you want to be. Advise and Implement The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan. Monitor and Evolve The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and [investment strategy](https://nevisequityadvisors.com/index.php?Itemid=415) as your circumstances change and tax laws and market conditions fluctuate. [Schedule a complimentary get-acquainted meeting](https://nevisequityadvisors.com/index.php?Itemid=109) ![Footer Hero](https://nevisequityadvisors.com/images/about-us-image.jpg)