Helping you plan a bright future!
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, insurance, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Next we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Frank began his investment career in October 1999 on Wall Street with UBS/PaineWebber. He was trained by the largest Investment firms such as UBS / Morgan Stanley / and Smith Barney. In 2011 Frank co-founded Fava Financial Group and Fava Wealth Management with his brother. During his 20+ years as a wealth advisor Frank has specialized in
Frank began his investment career in October 1999 on Wall Street with UBS/PaineWebber. He was trained by the largest Investment firms such as UBS / Morgan Stanley / and Smith Barney. In 2011 Frank co-founded Fava Financial Group and Fava Wealth Management with his brother. During his 20+ years as a wealth advisor Frank has specialized in creating custom investment portfolios for all individual needs.
Robert began his investment career as a trader on the New York Stock Exchange Floor. Robert left NYSE in 2011 and co-founded Fava Financial Group and Fava Wealth Management. Robert heads the Insurance division for the Fava Co's. He can help with all kinds of Insurance. Life/Health/Auto/Home/ Business/Professional Liability and Annuities
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every two years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Open today | 09:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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Fava Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.
Securities offered through Vanderbilt Securities, LLC. Member: FINRA(https://www.finra.org), SIPC(https://www.sipc.org) • Registered with MSRB
Advisory Services offered through Vanderbilt Advisory Services
Clearing Agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 (http://vanderbiltfinancialgroup.com)
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures (https://www.vanderbiltfg.com/disclosures)
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