Prem G. Hira
MBA
Investry, LLC
Founder & Financial Planner
Prem G. Hira
MBA
Investry, LLC
Founder & Financial Planner
As a fee-only financial planner, I provide unbiased financial advice to help you make more informed and less impulsive decisions. - Prem G. Hira, MBA
Investry is your sanctuary for sustainable wealth. Fee-Only financial planner located in Scarsdale, NY, serving clients locally and across the country.
Prem Hira is a Scarsdale, NY fee-only financial planner serving the greater New York City area and clients across the country.
Investry, LLC provides comprehensive and objective financial planning, specializing in aligning your investments with your values through Environmental, Social, and Corporate Governance (ESG) integration.
As a fee-only, fiduciary, and independent financial advisor, Prem Hira is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Prem G. Hira is a sole-practioner providing white glove holistic financial planning services to a limited number of individuals and families. Earlier in his career, Prem ran a multimedia services company and a private value investment fund. Prem holds an MBA from Columbia Business School and a B.S. in Electrical Engineering from Stevens Institute of Technology.
Prem G. Hira is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Investry is your sanctuary for sustainable wealth. Founder Prem G. Hira formed Investry after 10 years of operating a private value investment firm. He felt the desire to more holistically advise individuals and families on meeting their specific life goals, including education, legacy, and philanthropy.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Socially Responsible Investing
Ideal Clients
- Inheritors
- Novice Investors
- Family Business Members
- Retirees and Near Retirees
- Growing Families
- Trust Beneficiaries
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Prem G. Hira is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Prem G. Hira is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Prem G. Hira is Quoted in MarketWatch: "A sudden loss of wealth is devastating. These financial advisers know how to help people get their portfolios back on track."
-
Prem G. Hira is Interviewed on College Well: "What’s Your College Savings Number?"
-
Prem G. Hira is Board Member of the Columbia Business School Family Enterprise Alumni Circle
-
Prem G. Hira is a Volunteer Income Tax Preparer & Site Coordinator at the India Center of West Chester
Contact Prem G. Hira
Office Locations:
-
2 Overhill Road
Suite 400
Scarsdale, NY 10583
