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.