FOR ATTORNEYS, REAL ESTATE, TAX & OTHER PROFESSIONALS
Your clients in transition don’t need more pressure.
They need a clear financial picture before they make decisions they can’t undo. Bronx River Advisory is a fee-only, fiduciary firm based in Bronxville. We don’t sell products. We don’t take commissions. We’re brought in as the neutral financial voice to help your clients make informed choices about their money.
FOR ATTORNEYS, REAL ESTATE, TAX & OTHER PROFESSIONALS
Your clients in transition don’t need more pressure.
They need a clear financial picture before they make decisions they can’t undo. Bronx River Advisory is a fee-only, fiduciary firm based in Bronxville. We don’t sell products. We don’t take commissions. We’re brought in as the neutral financial voice to help your clients make informed choices about their money.
FOR ATTORNEYS, REAL ESTATE, TAX & OTHER PROFESSIONALS
Your clients in transition don’t need more pressure.
They need a clear financial picture before they make decisions they can’t undo. Bronx River Advisory is a fee-only, fiduciary firm based in Bronxville. We don’t sell products. We don’t take commissions. We’re brought in as the neutral financial voice to help your clients make informed choices about their money.
How we support your practice and your clients
Attorneys — Divorce, Estate, Elder Law
Third-party asset analysis before “splitting evenly”: we model after-tax outcomes, liquidity needs, QDRO and pension splits, deferred compensation, and New York tax impact.
Neutral translator: we explain trade-offs without advocating for either side, reducing back-and-forth and post-judgment revisions.
Triage in crisis: Land on Your Feet stabilizes a disorganized client in 15–30 days so they can participate meaningfully.
Real Estate Professionals
Buyout vs. sell analysis: keep the marital home or cash out? We run cash flow, tax, and long-term cost models specific to Westchester.
Timing and readiness: is your client positioned to buy, sell, or hold during a divorce or inheritance? We give you a written answer.
Fewer fall-throughs: clients come to you with clarity on budget, timing, and constraints.
CPAs & Tax Professionals
Forensic tax return review, tax-aware planning, and investment coordination that supports your advice without duplicating it. Your client keeps their tax advisor; we handle the forward-looking financial plan and investment structure.
How we support your practice and your clients
Attorneys — Divorce, Estate, Elder Law
Third-party asset analysis before “splitting evenly”: we model after-tax outcomes, liquidity needs, QDRO and pension splits, deferred compensation, and New York tax impact.
Neutral translator: we explain trade-offs without advocating for either side, reducing back-and-forth and post-judgment revisions.
Triage in crisis: Land on Your Feet stabilizes a disorganized client in 15–30 days so they can participate meaningfully.
Real Estate Professionals
Buyout vs. sell analysis: keep the marital home or cash out? We run cash flow, tax, and long-term cost models specific to Westchester.
Timing and readiness: is your client positioned to buy, sell, or hold during a divorce or inheritance? We give you a written answer.
Fewer fall-throughs: clients come to you with clarity on budget, timing, and constraints.
CPAs & Tax Professionals
Forensic tax return review, tax-aware planning, and investment coordination that supports your advice without duplicating it. Your client keeps their tax advisor; we handle the forward-looking financial plan and investment structure.
How we support your practice and your clients
Attorneys — Divorce, Estate, Elder Law
Third-party asset analysis before “splitting evenly”: we model after-tax outcomes, liquidity needs, QDRO and pension splits, deferred compensation, and New York tax impact.
Neutral translator: we explain trade-offs without advocating for either side, reducing back-and-forth and post-judgment revisions.
Triage in crisis: Land on Your Feet stabilizes a disorganized client in 15–30 days so they can participate meaningfully.
Real Estate Professionals
Buyout vs. sell analysis: keep the marital home or cash out? We run cash flow, tax, and long-term cost models specific to Westchester.
Timing and readiness: is your client positioned to buy, sell, or hold during a divorce or inheritance? We give you a written answer.
Fewer fall-throughs: clients come to you with clarity on budget, timing, and constraints.
CPAs & Tax Professionals
Forensic tax return review, tax-aware planning, and investment coordination that supports your advice without duplicating it. Your client keeps their tax advisor; we handle the forward-looking financial plan and investment structure.
Why refer to Bronx River Advisory
Fiduciary, fee-only, full stop
No product bias, ever.
Local + accessible
Bronxville village corner, evenings and weekends, Zoom. Metro-North walkable.
Defined engagements
You know the scope, fee, and deliverable up front.
Clear communication
We’ll keep you in the loop with client permission.
Why refer to Bronx River Advisory
Fiduciary, fee-only, full stop
No product bias, ever.
Local + accessible
Bronxville village corner, evenings and weekends, Zoom. Metro-North walkable.
Defined engagements
You know the scope, fee, and deliverable up front.
Clear communication
We’ll keep you in the loop with client permission.
Why refer to Bronx River Advisory
Fiduciary, fee-only, full stop
No product bias, ever.
Local + accessible
Bronxville village corner, evenings and weekends, Zoom. Metro-North walkable.
Defined engagements
You know the scope, fee, and deliverable up front.
Clear communication
We’ll keep you in the loop with client permission.
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.