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Firm History

Pivotal Planning Group, LLC was originally formed in 2000 to provide unbiased Financial Planning & Advisory Services to clients in the TRI-State area. Since then, the firm has continued to enhance its services to include Investment Management & Family Office Services to families and institutions throughout the country. Our business model is straightforward, simple and transparent. We are 100% employee owned with no corporate shareholders, private equity or hidden agendas.

Throughout the years, Pivotal Planning Group, LLC has expanded throughout the New York Metropolitan area and today enjoys regional recognition.

Each team member has the expertise to deliver thoughtful and sophisticated unbiased advice to help our clients meet their goals. Each Pivotal member has built relationships with our clients as well as various outside professionals to form a cohesive team that works only for our clients and their best interests. This approach enables a powerful partnership to offer expert professional advice on a full range of services to every client.

Today, we have grown to enjoy many relationships with accounting, advisory and other professional service firms who refer their clients to us because we share the common belief that our clients’ best interests must always come first. Our strategic partnerships give us the ability to combine independence with best in class solutions that we can deliver to our clients with a customized approach. A personal, tailored experience is what we strive to deliver every day!

“Unbiased Expert Advice…
Our clients deserve nothing less”