Simon Brady

CFP®

Anglia Advisors

Founder & Principal

Simon Brady

CFP®

Anglia Advisors

Founder & Principal

My fiduciary, hourly fee-only structure gives my clients the confidence they need, knowing that my evidence-based advice and recommendations are always in what I consider to be their best interests and never as a means to generate product sales for my own benefit. - Simon Brady, CFP®

646-713-2225

Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their 20s, 30s and early 40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.

Simon Brady, CFP® is the founder of Anglia Advisors, a New York-based personal finance and investment management consulting firm working with clients locally and across the country.

Anglia Advisors provides comprehensive, fiduciary financial planning with available Hourly or Single Session engagements, as well as optional professional investment management with no minimum asset level required.

As a fee-only, fiduciary, and independent CERTIFIED FINANCIAL PLANNER™ professional, Simon is never paid a commission, kick-back or referral fee of any kind. Consequently, his entire obligation is to the client and requires him to provide unbiased and trustworthy financial advice and recommendations without the conflicts of interest that are always present with commission-driven brokers and advisors.

Simon grew up in London and studied business and finance at universities in the UK and France before being transferred to New York to work in the financial derivatives markets and take on both trading and senior management roles at a major Wall Street trading firm. After more than twenty-five years of financial market experience during which time he saw 'behind the curtain' of how equity and currency markets operate (including during the financial crisis of 2007-2009), Simon eventually left the institutional trading world and underwent the extensive three-year program at New York University and then successfully passed the challenging designation exam and experience requirement to become fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional.

He subsequently worked for the United Nations in Manhattan as a financial advisor and ETF specialist before going on to found Anglia Advisors, a fee-for-service-only advisory firm specifically aimed at offering affordable and accessible personal finance consulting services to younger individuals, couples and families as well as foreign nationals living and working in the US and "suddenly single" individuals coming out of divorce and widowhood. He structured the firm such that the fee-only fiduciary business model avoided the inevitable conflicts of interest associated with the commission-compensated  product salespeople that make up the bulk of the so-called personal financial "advice" industry.

All engagements are always fee-only and can be based on an hourly, single session or monthly subscription model with optional no-minimum professional portfolio management. In 2019, Simon and Anglia Advisors were honored to have been approved by Dimensional Fund Advisors (DFA) to be able to offer their funds to our clients with portfolios under our management.

Simon is a regular media contributor as well as a speaker on personal finance topics at conferences, universities, libraries, seminars, workshops and various private events in the New York area and beyond. He has been quoted and published on national, regional and local news outlets, articles, blogs and major websites and has hosted his own personal finance podcast as well as appearing as an invited guest on a good number of other financial and entrepreneurial podcasts. He has held directorships and board positions in the past at The Financial Planning Association of New York and at New York Toastmasters.

Simon Brady 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

In 2015, after many years working as a currency and equity trader in the financial districts of London and New York as well as at the United Nations as a financial advisor, Simon Brady decided to create a unique personal finance consulting and investment management firm in the heart of New York City.

His vision was create a fee-for-service, fiduciary personal finance consulting and investment management service specifically aimed at the under-served demographic of younger professionals in their 20s, 30s and early 40s who he realized in fact have a greater frequency of life events generating personal finance advice needs than the traditionally more heavily-served generation of the pre-retiree and retiring/retired Baby Boomers.

The first thing to do was to complete the exhaustive education and pass the challenging designation exams to become qualified as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Next, create a Registered Investment Advisory firm (RIA) called Anglia Advisors, designed specifically to work with clients on a fee-only basis on a number of levels but always under the fiduciary standard meaning that, by law, the client's best interests must always be served first and no conflicts of interest are baked into the business model.

The mission of the firm was to make affordable, fiduciary, high quality personal finance consulting and investment management services available, regardless of asset level, to the under-served community of younger professionals in their 20s, 30s and early 40s, including "suddenly single" individuals recently emerging from divorce/widowhood and foreign nationals living in the US.

Now Simon personally works with these younger professional clients advising not only on their investment and saving strategies and setting up investment infrastructures, but also on workplace benefits and retirement planning, student loans and other debt management, education funding, estate planning, all types of insurance and real estate needs - focusing on clients' financial behavior and goal-setting objectives and providing an extensive personal finance education with various professional investment management and advisory solutions available to anyone, all with no minimum balance required.

Partnering with quality third-party providers for the benefit of our clients is an integral part of the firm's strategy. For example, Anglia Advisors is proud and excited to now be a DIMENSIONAL FUND ADVISORS (DFA) - approved provider of their DFA funds as an option in client investment portfolios.

The firm has also partnered with HELIOS INTEGRATED PLANNING to provide high quality direct estate planning services to our clients at extremely competitive prices.

In addition, Simon consults with non-US citizens living and working in the US, particularly those who have recently arrived, helping them navigate the sometimes complicated US personal finance system and highlighting those specific items that foreign nationals living in the US need to be aware of and shows them the best means (and introduce them to some of the best professionals) to confront them as effectively as possible.

Simon also specializes in helping with planning and addressing the particular challenges of "suddenly single" individuals just coming out of recent divorce or widowhood and likely in need serious professional attention (savings, lump sum investments, retirement planning, revised estate planning, revised budgeting and goal setting, real estate changes, continued education funding, revised life insurance, disability insurance and long term care needs, changed health insurance and more) from both a qualified CERTIFIED FINANCIAL PLANNER™ and outside specialist financial and legal professionals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Personal finance consulting
  • Investment management strategy
  • Foreign nationals in the US
  • Post-divorce planning
  • Retirement planning
  • Estate planning
  • Evidence-based philosophy

Ideal Clients

  • Younger professional individuals and couples
  • Growing families, new parents, single parents
  • Younger "suddenly single" individuals
  • Foreign nationals living and working in the US
  • Employers with a high foreign national headcount
  • Employers wishing to offer personal finance consulting services to their employees

Working Together

  • Available Per Hour project engagements
  • Available one-time, Single Session consultations
  • Professional portfolio management with no minimum
  • Special Foreign National Consultation
  • No commitment, no fee initial consultation
  • Clients in New York area and throughout the US

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Simon Brady is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Simon Brady is a NAPFA-Registered Financial Advisor

    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.

  • Dimensional Funds
    Anglia Advisors is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Simon Brady

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Office Locations:

  • 70 E Sunrise Highway
    Suite 500
    Valley Stream, NY 11581

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