Get Started

You do not need to have everything figured out to reach out. That is actually the point. Most people who contact us are in the middle of something. A transition, a decision, or simply a growing sense that their financial life needs attention.

We offer a complimentary call or video meeting to become acquainted, followed by an in-office meeting if it seems like a good fit. For those who cannot travel to the office, we can meet virtually.

You do not need to have everything figured out to reach out. A general sense of where things stand and what is weighing on you is enough to start.

That is actually the point. Most people who contact us are in the middle of something. A transition, a decision, or simply a growing sense that their financial life needs attention.

We start with a call or video chat, often followed by an in-office meeting for those who want to continue the discussion.

We offer early morning and evening appointments. Clients are encouraged to request the time they prefer, as we don't subscribe to the typical 9-5 schedule.

We also offer specialized sessions on dedicated Saturdays and Sundays for deeper work.


Fiduciary, Full Stop · Fee-Only · No Commissions · Located in Bronxville, NY

What Happens When You Reach Out

We keep this simple.

1

A brief intro call

Typically 20–30 minutes. No preparation required.

2

We find the fit

A few questions, a sense of how we work, and together we’ll figure out which engagement model fits.

3

An honest next step

If it feels right, we’ll propose one. If it doesn’t, we’ll tell you, and point you toward someone who might be a better match.

There is no pitch. There is no pressure. There is no obligation.

Schedule a Conversation

Prefer to reach out directly?

✉ chris@bronxriveradvisory.com · ☎ (914) 881-0708

✉ chris@bronxriveradvisory.com

☎ (914) 881-0708

Visiting the Office

We are located at 51 Pondfield Road, Suite 1, in Bronxville NY. Just steps away from the Bronxville Metro-North station. After an initial call or video meeting, most people visit the office at least once to put a face to the name, then we meet however is most convenient for the client after that.

All office visits are by appointment only.
Phone and text: (914) 881-0708
Email: chris@bronxriveradvisory.com

We are located at 51 Pondfield Road, Suite 1, in Bronxville NY. Just steps away from the Bronxville Metro-North station. After an initial call or video meeting, most people visit the office at least once to put a face to the name, then we meet however is most convenient for the client after that.

All office visits are by appointment only.
Phone and text: (914) 881-0708
Email: chris@bronxriveradvisory.com

We are located at 51 Pondfield Road, Suite 1, in Bronxville NY. Just steps away from the Bronxville Metro-North station. After an initial call or video meeting, most people visit the office at least once to put a face to the name, then we meet however is most convenient for the client after that.

All office visits are by appointment only.
Phone and text: (914) 881-0708
Email: chris@bronxriveradvisory.com

Parking — Street parking on Pondfield Road and surrounding streets. The Bronxville municipal lot is one block away.

Parking — Street metered parking on Pondfield Road and surrounding streets. The Bronxville municipal lot is one block away.

Evenings & weekends — We regularly schedule appointments outside normal business hours for clients whose work schedules make daytime meetings difficult, including healthcare workers, teachers, and others who need flexibility.

Evenings & weekends — I regularly schedule appointments outside normal business hours for clients whose work schedules make daytime meetings difficult, including healthcare workers, teachers, and others who need flexibility.

Chris Jennings is an Investment Advisory Representative (IAR) of XY Investment Solutions, doing business as Bronx River Advisory LLC, a SEC Registered Investment Advisory firm. All services are subject to a written client agreement. View disclosures here.

51 Pondfield Road, Suite 1 · Bronxville, NY 10708

Contact

chris@bronxriveradvisory.com

(914) 881-0708

Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

51 Pondfield Road, Suite 1 · Bronxville, NY 10708

Contact

chris@bronxriveradvisory.com

(914) 881-0708

Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

51 Pondfield Road, Suite 1

Bronxville, NY 10708

Contact

chris@bronxriveradvisory.com

(914) 881-0708

Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.