Who We Are
Trusted Advisors for
Your Next Chapter.
More than just advisors, we are long-term partners in your financial journey. We act as your personal Chief Financial Officer, bringing clarity, strategy, and solutions to the complex financial decisions that come with wealth. Our role is to help you protect what you have built, grow it strategically, and enjoy the legacy that you have envisioned. As experienced problem solvers, we provide clear, straightforward answers to your financial questions so that you can make confident, informed decisions about your retirement.
Founded in 2017, Safir Wealth Advisors represents the latest chapter in our family’s enduring commitment to helping our clients make thoughtful financial decisions and invest with purpose for the future. We bring decades of financial expertise backed by a deep commitment to integrity, responsiveness, and results. Our industry recognized credentials (CFP®, CIMA®, and CPWA® certifications) and ongoing professional education keep our advice sharp, relevant, and reliable.
We partner with Fidelity Clearing & Custody Solutions (a division of Fidelity Investments®) to ensure secure, high-quality custodianship of customer assets. We leverage modern technology to deliver thorough advice and planning that you can count on. This combination of trusted partners and advanced tools allows us to provide you with a seamless, comprehensive experience for managing your wealth.
