Meet the owner
Paul B. Fogarty

Paul B. Fogarty brings decades of experience and a personal, relationship-focused approach to helping clients navigate important financial decisions. He began his career in financial services in 1994 and has operated his own independent business since 2001. Based in the New York area, Paul works to make financial planning feel approachable, helping individuals and families better understand their options and move forward with greater clarity and confidence.

His professional background includes experience with several financial services firms, along with completion of the Series 6, Series 63, and Securities Industry Essentials examinations. Paul attended Blackrock College and St. Michael’s College. Above all, he values lasting client relationships and strives to provide thoughtful, attentive guidance shaped around each client’s goals and circumstances.

Our process
How we work
We guide clients with tailored services designed to build and protect their financial future. From strategic wealth management and estate planning to indexed annuities and life insurance, we offer solutions that support long-term growth, security, and legacy planning.
The introductions
In our first meeting, we’ll discuss your financial goals and how our planning strategies can help you achieve them and gain financial peace of mind.
Building your plan
In our next meeting, we’ll begin building your plan, focusing on income sources, lifestyle needs, and protection from unexpected events.
Proactive management
As life changes, your plan will change too. We’ll meet regularly to review and adjust it, helping you stay on track to reach your financial goals.
Contact us
Get a complimentary consultation
Ready to take the next step toward confident coverage? Click the button below to schedule your complimentary consultation and get personalized guidance tailored to your needs.
Schedule an appointment