Fifth Set Investment Advisors is a New York-based financial services firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. As a fee-only advisor, their revenue comes directly from clients, not from commissions on selling products, which aims to align their interests with those of their clients. The firm offers integrated services covering financial planning, retirement planning, and personalized investment management for individuals, families, and small business owners.

Founded in

United States