BIRNBAUM ADVISORY
Integrating Expertise. Instilling Confidence
Founded by Bruce Birnbaum, JD, LLM, CLTC
Phone: (631) 465-9090 ext. 5019
Cell: (516) 531-7330
Email: bruce@birnbaumadvisory.com
Birnbaum Advisory exists to help clients achieve not only financial success but also personal fulfillment along the way. We guide individuals, families, business owners, professionals and executives through a thoughtfully coordinated approach to financial, estate and business planning.
We don’t just manage wealth—we build enduring and meaningful relationships. Led by Bruce Birnbaum, our firm brings together deep legal, financial, and estate planning expertise to deliver thoughtful, multidimensional strategies tailored to accomplish your most important life objectives.
Our Multidisciplinary Wealth Strategies approach helps you gain clarity and confidence in every aspect of your financial life.
Through meaningful conversations and detailed analysis, we create personalized plans that reflect your goals, values, and lifestyle. And our work doesn’t stop there. We remain actively engaged, continuously refining your strategies to adapt to your evolving life.
Bruce’s unique background as an attorney and financial advisor allows for sophisticated, strategic coordination across all aspects of wealth planning. Just as important, Bruce's personable, approachable style and clear communication foster trust, making even the most complex topics understandable.
And our warm, attentive team ensures that every client feels welcomed, understood and supported with trusted guidance at every stage of their journey.