Old Field Advisors LLC

Old Field Advisors LLC is a fee-only financial advisor located in Melville, New York. The company employs 5 to 9 people and generates annual revenue of $2.5 million. Old Field Advisors is a member of the Garrett Planning Network, an international network of personal financial planners. Old Field Advisors provides financial planning services on an hourly fee basis or fixed retainer to individuals across a range of financial needs. Their specialties include managing concentrated holdings, often for employees of pharmaceutical and technology companies, and working with sustainable and responsible investors (SRI) and Environmental, Social, and Governance (ESG) focused clients. The firm emphasizes its unique approach, highlighting that they are among the few fee-only advisors who charge fixed fees or hourly rates. Old Field Advisors focuses on educating clients, cutting through financial hype, and helping them align their investment portfolios with their values. To learn more about Old Field Advisors and their services, you can visit their website at oldfieldadvisors.com, or contact them by email or phone.