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Safir Wealth Advisors, LLC provides a holistic and multidisciplinary approach to wealth management, advising you and your family on a wide range of investing and financial planning needs. We plan for your long term financial health, crafting a comprehensive strategy that aligns your wealth with your family’s financial goals and aspirations.

Who We Are


Safir Wealth Advisors, LLC:

We are a fee-only, SEC registered investment advisory firm located in the New Hampshire Seacoast area. We primarily serve high-net-worth individuals and affluent families, managing a wide range of their investing and financial planning needs.

Our fiduciary status and independent structure allow us to provide you with objective, professional advice. In order to offer our clients the highest quality of investment services and custodianship of client assets, we partner with Fidelity Clearing & Custody Solutions (a division of Fidelity Investments®). Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments® is a premier mutual fund and financial services group with $11.8 trillion in total customer assets. Our business is further supported by a best-in-class financial technology infrastructure designed to help you get the most out of our advisory relationship.

Our professional resources are matched by a mind-set that constantly strives for excellence. We value hard work, integrity, and responsiveness, capitalizing on our strengths to generate positive outcomes for the families we serve. Our commitment to advanced industry certifications and continuing education ensures that we are equipped to provide you with the best advice.  

Founded in 2017, Safir Wealth Advisors, LLC is the latest evolution in our family’s lifelong professional pursuit to help families make sound financial decisions and invest in their futures.

Philosophy


As your wealth advisor, our primary role is to guide you through all the financial decisions in life and to instill confidence in your family’s financial security. We plan for your long term financial health, crafting a comprehensive strategy that aligns your wealth with your family’s financial goals and aspirations. To accomplish this, we leverage our experience and industry expertise, our fluency with advanced technology, and our commitment to cultivating strong and lasting client relationships.

We believe financial planning is an ongoing conversation, an exploration of the possibilities your financial resources offer you and your family. We will work together to build a relationship grounded in trust with the common objective to maintain and protect your family’s legacy. In doing so, we will be able to anticipate your financial needs and those of your future generations.

Functioning as your family’s CFO, we will provide the level of customized service and attention that you need to stay informed and on track. We will engage directly with your CPAs, attorneys, and other advisors as a team to efficiently manage the planning and investment management process. In allowing us to take on these responsibilities, you can enjoy more peace of mind and reclaim your valuable time.

We have structured our business as a fee-only practice, billing our clients a percentage of assets under management. We believe that this compensation model is the most transparent and objective available, minimizing conflicts and reinforcing our status as a fiduciary.

Biographies


Edwin Safir Principal Financial Advisor at Safir Wealth Advisors in Greenland, New Hampshire

Edwin T. Safir

Principal, Private Wealth Advisor
ted@safiradvisors.com

Ted primarily focuses on the firm's investment advisory practice, utilizing an investment and portfolio construction process grounded in investment research, security selection, and asset allocation. The result is individual portfolios tailored specifically to each client's goals, risk tolerance, and time horizon. Ted leverages his five decades of industry experience to best position clients to succeed in today's markets.  

Ted co-founded Safir Wealth Advisors in January 2017. Previously, he founded Safir Investments in 2003 in Norwalk, Connecticut, later relocating the firm to Greenland, New Hampshire in 2005. Ted’s lifetime career in the financial services industry also include roles as Senior Vice President and Branch Manager at Legg Mason Wood Walker and Branch Manager and Corporate Syndicate Manager with Fahnestock & Co. in New York City.

Ted lives in Greenland, NH and is a graduate of the University of New Hampshire.

 

Andrew Safir Principal Financial Advisor at Safir Wealth Advisors in Greenland, New Hampshire
 

Andrew M. Safir, CFP®, CIMA®, CPWA®

Principal, Private Wealth Advisor
andrew@safiradvisors.com


Andrew works closely with clients on their most important financial planning goals, helping create a customized approach to managing their wealth. This role incorporates the relevant aspects of investment management, risk management, education planning, retirement planning, tax planning, charitable planning, and estate planning.

Andrew co-founded Safir Wealth Advisors in January 2017, having spent the 3 years prior with Safir Investments. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. These advanced industry certifications demonstrate Andrew’s extensive experience and education in the field of wealth management, as well as his commitment to professional development and upholding rigorous standards of ethics. He is also an active member of the Investments & Wealth Institute™ and the Boston Estate Planning Council (BEPC).

Andrew lives in Boston's South End. He is a graduate of Phillips Exeter Academy and Harvard College.

Expertise


We are committed to providing you with the highest quality of advice. We make it our responsibility to keep current with changes in the industry through continuing education and voluntary, advanced certifications. Andrew M. Safir has earned the following certifications, which are among the most demanding and respected credentials in our industry.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board). The CFP® is considered the premier designation for financial planners and establishes a baseline of competency for practitioners. From examining a client's current situation, to setting goals, to deciding how to measure progress, a CFP® professional is uniquely qualified to take clients through the financial planning process. A CERTIFIED FINANCIAL PLANNER™ is a professional who has met the requirements set by the CFP® Board of Standards in education, examination, experience, and ethics. In addition to meeting all of the preliminary requirements, designation holders must also meet requirements for continuing education. Visit CFP Board for more information.

The Certified Investment Management Analyst® (CIMA®) certification, offered by the Investments & Wealth Institute™, is the peak international, technical portfolio construction certification program designed for investment consultants, researchers, advisors and wealth management professionals. CIMA® professionals are elite advisors who apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements, successfully completed advanced investment management consulting coursework, and passed the qualification exam and certification exam covering a wide range of in-depth investment topics. The CIMA® certification is the only financial services credential in the U.S. accredited by the American National Standards Institute (ANSI) international standard (ISO 17024) for personnel certification. To maintain certification, CIMA® professionals must meet ongoing continuing education requirements and adhere to the Investment & Wealth Institute’s Code of Professional Responsibility. Visit Investments & Wealth Institute™ for more information.

The Certified Private Wealth Advisor® (CPWA®) certification, offered by the Investments & Wealth Institute™, certifies wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million. CPWA® certified professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The CPWA® certification program offers a challenging educational program focused on advanced wealth management topics, including: applied behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. To maintain certification, CPWA® professionals must meet ongoing continuing education requirements and adhere to the Investment & Wealth Institute’s Code of Professional Responsibility. Visit Investments & Wealth Institute™ for more information.

Guidance


We help our clients manage and be financially prepared for key life events. These may include:


marriage or divorce financial planning icon

Financial preparation for a marriage or divorce

starting a family financial planning icon

Planning for the birth or adoption of a child

education financial planning icon

Funding for education expenses

financial crisis financial planning icon

Facing a financial crisis such as an illness, layoff or natural disaster

business change financial planning icon

Buying, selling or passing on a family business

retirement financial planning icon

Making sure your money will last during retirement or rolling over a retirement plan

caring for family financial planning icon

Caring for aging parents or a family member with special needs

death in family financial planning icon

Coping financially with the death of a spouse or close family member

inheritance financial planning icon

Handling inheritance or other unexpected financial windfall

complex finances financial planning icon

Planning for complex financial situations

 

Source: Financial Planning Association.

Compensation


We are fee-only advisors - the only compensation we receive comes directly from our clients. We believe that this model is the most transparent and objective available, minimizing conflicts and reinforcing our status as a fiduciary.

At the beginning of each month we bill an advisory fee based on the average daily balance of portfolio assets under management during the prior month. Our tiered fee schedule is as follows: 

Assets Under Management ($)

Up to $2,500,000

Next $2,500,000 (up to $5,000,000)

Next $5,000,000 (up to $10,000,000)

Over $10,000,000

Annual Rate (%)

1.00%

0.80%

0.60%

0.40%


Form ADV Part 3 ("Client Relationship Summary")

Contact


If you are interested in learning how we might serve your family’s financial needs, please reach out to us to start the conversation. We welcome the opportunity to earn your trust.


Safir Wealth Advisors is in Greenland, New Hamshire

63 Niblick Lane
Greenland, NH 03840

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