About Us

Sax Wealth Advisors LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships.

As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, Sax Wealth Advisors provides a wide range of strategies and services to help you reach your financial goals at every stage of life.

Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, we are able to provide objective advice focused solely on your priorities and goals, and never on selling propitiatory investment products.

Our Mission

Sax Wealth Advisors is committed to being our clients’ most valued advisor by understanding their Vision and providing solutions that meet their expectations to assure their success. We are dedicated to continually building a great firm that attracts, develops, excites and retains exceptional people.

 

Our Approach

Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring your wealth. Utilizing passive asset class investing and broad global diversification practices, this proven technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.

We are committed to transparency and open communication throughout the investing and fee process so there are never any surprises on your account statements.

Affiliations

Our affiliations with Sax LLP, BAM Alliance and Dimensional Fund Advisors, coupled with our team’s depth of expertise and resources, give our clients access to an even wider range of talent and expanded services.

Sax LLP

SAX LLP

Sax Wealth Advisors is a wholly owned subsidiary of Sax LLP, a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses and high-net-worth individuals. For more than 60 years, Sax offers comprehensive services and customer-centric results that complement and advance your financial plan.

Dimensional

DIMENSIONAL FUND ADVISORS

Dimensional Fund Advisors (DFA) is a mutual fund company preferred by Sax Wealth Advisors for its recommended passive investment approach. For more than 30 years, DFA has helped investors pursue higher expected returns through advanced portfolio design, management, and trading.

The BAM Alliance

BAM ALLIANCE

Sax Wealth Advisors is a member of the BAM ALLIANCE, a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.