Michelet Financial brings Fortune-500 financial discipline to New York families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
New York professionals juggle equity comp, high state taxes, and complex portfolios, exactly where coordinated tax-and-investment planning pays off most.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving New York investors and New York County.
Comprehensive planning for New York households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for New York professionals and owners preparing for the next chapter.
We help NYC finance professionals, founders, and families cut tax drag and keep their investment plan disciplined through volatile markets.
Yes - we work with clients throughout New York and the surrounding the New York metro, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
New York is the global center of finance, media, and professional services, with the nation's highest concentration of high earners. Finance professionals with equity comp, deferred comp, and complex portfolios benefit most from integrated planning.
New York's high state and city income taxes make tax-efficient planning critical for NYC professionals. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our New York, NY clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.