Matrix Asset Advisors Inc. is a financial planning and investment management firm based in White Plains, New York. Specializing in long-term, value-oriented asset management, the firm serves high-net-worth individuals, families, and institutions. Matrix employs a disciplined investment approach rooted in fundamental research and personalized portfolio construction, aiming to deliver consistent, risk-managed results. Unlike many financial firms that offer packaged solutions, Matrix emphasizes individually customized strategies tailored to each client’s financial goals and risk tolerance.

With a history stretching back to 1986, Matrix has built a reputation for integrity, client-centric service, and transparency. The firm places strong importance on fostering long-term relationships, often working with multiple generations of client families. Matrix also actively engages with nonprofit organizations, endowments, and foundations, providing fiduciary-level advisory services that support mission-aligned investing. Their experienced team includes Chartered Financial Analysts (CFAs) and Certified Financial Planners (CFPs) who bring deep industry expertise to every client relationship.

Website: http://www.matrixassetadvisors.com/

Key Services:

– Personalized financial planning and investment advisory
– Value-based equity portfolio management
– Tax-efficient wealth management strategies
– Retirement and estate planning
– Investment consulting for endowments and foundations
– Risk management and portfolio diversification
– Multi-generational wealth transfer planning
– Fiduciary advising for nonprofit organizations