Founder & Principal
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 transactional product sales for my own benefit. - Simon Brady, CFP®
Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their early 20s to mid-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 Brady 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, successfully passing the challenging designation exam and experience requirement to become fully qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) personal finance professional in 2013.
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 (early 20s to mid 40s) individuals, couples and families as well as foreign nationals living and working in the US and "suddenly single" individuals coming out of divorce and premature widowhood. The firm is structured such that the fee-only fiduciary business model avoids 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 or single session 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 their management.
Simon authors a weekly financial market review which is also available as a podcast. He 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 as well as appearing as an invited guest on a good number of financial and entrepreneurial podcasts. He is a past director and board member of The Financial Planning Association of New York and New York Toastmasters.
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 New York.
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 early 20s to mid-40s who he realized in fact have a greater frequency of life events generating a need for even more personal finance advice than that of 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 that under-served community of younger professionals in their early 20s to mid 40s, including "suddenly single" individuals recently emerging from divorce/widowhood and foreign nationals living and working in the US on visas or green cards.
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.
The firm has also partnered with TRUST & WILL to provide high quality direct estate planning services to our clients at extremely competitive prices. It also works with small companies to give presentations or providing ongoing personal finance expertise to employees.
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 premature widowhood and likely in need of serious professional attention with their finances (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.
All planning is conducted on an hourly or single session basis.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Personal finance consulting
- Investment management
- Retirement planning
- Estate planning
- Foreign nationals in the US
- Post-divorce planning
- Employee financial wellness programs
- Professionals in their early 20s to mid 40s
- Growing families, new parents, single parents
- Foreign nationals living and working in the US
- "Suddenly single" individuals
- Employers with a high foreign national headcount
- Employers looking to offer personal finance advisory services to their employees
- Per Hour project engagements
- One-time, single session consultations
- Professional no-minimum portfolio management
- Special foreign national consultations
- Employee personal finance advisory
- Clients in New York area and throughout the US
- No commitment, no fee initial consultation
Professional Designations & Affiliations
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.
Anglia Advisors is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Simon Brady Discusses "Filing Statuses and Estate Planning" on The Practical Tax Podcast
Simon Brady Was interviewed on Fox 5 TV News in New York: "The pitfalls of lending money to friends and family"
Simon Brady is a Featured Guest on the Shock Your Potential Podcast: "Project Management For Your Money"
Simon Brady is Quoted on Smart Asset: "Biden Tax Plan Pushes Investors to Tax-Efficient Investments"
Simon Brady is Quoted on Yahoo Finance: "CERTIFIED FINANCIAL PLANNER(TM) Simon Brady Believes The Pandemic can Provide an Opportunity for You to Take Control of Your Financial Future"
Simon Brady is Quoted on Business Insider: "A financial adviser explains why the worst thing you can do for your money is wait"
Simon Brady is a Guest on The Rockstar Dad Show
Simon Brady CFP® Provides Personal Finance Consulting For Millenials Experiencing Life Transitions in NY Weekly
Simon Brady Shares How to "Stop the “Financial Vultures” from Taking Advantage of you Post-Divorce" on the Doing Relationships Right Podcast
Simon Brady Contributes Financial Articles to The Savvy Parent
Simon Brady is a Featured Guest on the Shock Your Potential Podcast: "The Best Time To Invest Is Now"
Simon Brady Discusses "Avoiding Financial Mistakes" on the DreamsRecycled Podcast
Simon Brady Discusses "Post Divorce Financial Mistakes To Avoid" on Divorce Team Radio
Simon Brady is Featured on the How to Split a Toaster Podcast Discussing "Protecting the Suddenly Single and their Money"
Simon Brady is a Guest on The Tax Resolution Ninja Show: "Smart Financial Planning for People Under 40 "
Simon Brady is Quoted on Sparefoot Blog: "You Inherited a House, Now What?
Simon Brady is Quoted on Brick Underground: "Why paying all cash in NYC, or putting as much down as possible, is not always in your best interest"
Contact Simon Brady
70 E Sunrise Highway
Valley Stream, NY 11581