At Big Rock Advisors we focus on protection of your assets, tax minimization, and professional money management.
Welcome to
Big Rock Advisors
We’re a wealth management firm nestled on the East End of Long Island. We're not just financial planners; we're seasoned professionals passionate about guiding our clients toward their financial goals using a comprehensive and personalized approach.
ABOUT US
ABOUT US
Our Approach
We take a holistic approach to each new relationship, aiming to understand your objectives, lifestyle needs, liquidity, return expectations, time horizon, and experience. Using this information, we tailor your asset allocation to align with your individual goals, seeking to optimize your portfolio for the highest return relative to risk. Additionally, we remain responsive to dynamic economic and market conditions, enabling us to capitalize on short-term opportunities.
In addition to managing your investment portfolio, we take a comprehensive 360-degree approach to your overall wealth accumulation strategies. This includes analyzing your tax situation and insurance needs to ensure a well-rounded financial plan that encompasses all aspects of your financial life.
Utilizing our due diligence framework, we offer a diverse range of solutions to implement your portfolio, ensuring thorough research and analysis. Our advice and approach are characterized by both diligence and agility. We continuously review and adjust your allocation to accommodate your evolving needs.
Client service, excellence, integrity, and partnership aren't just buzzwords to us; they're the cornerstones of our practice.
We're in this together, working as a team to achieve your financial goals.
Our Values
Meet the Team
We are committed to helping our clients achieve their financial goals. Here’s a bit about us
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Co-Founder
Anthony brings vast insurance and estate planning experience to our wealth management clients. He is managing partner and founder of Cardona & Company, a boutique life and health insurance firm in Sag Harbor, New York that serves individuals and businesses throughout the tristate area. As an insurance professional with more than 25 years of experience, Anthony designs individual plans tailored to each client's specific values, goals, and objectives. By working with several different insurance and investment carriers, Anthony is able to find the perfect individualized plan for each of his clients. Anthony has taught numerous seminars to clients, accountants, and CPAs to help protect and expand their assets creatively and effectively. In addition to estate planning, Anthony also specializes in business succession planning, health insurance, life insurance, and asset preservation. A graduate of the University of New Hampshire, when he is not working, he can usually be found in the mountains or the ocean surfing or sailing with his wife and three children.
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Co-Founder
Sean brings substantial tax and fixed income knowledge to our wealth management clients. He directs the financial planning process and creates custom plans tailored to our client’s circumstances and goals. Sean believes financial planning is an ongoing process and emphasizes tax planning when working with our clients. Before Big Rock Advisors, he was a Managing Director at Tradeweb, where he covered institutional municipal bond investors. Previously he was a Vice President at VanEck, where he developed and maintained relationships with institutional ETF clients. He started his career in Boston as a Principal in the fixed income division of State Street Global Advisors. Sean graduated from Providence College with a BS in Finance, he holds a MS in Accounting from Seton Hall University, and is a Chartered Financial Analyst (CFA). He is currently working toward his CPA license. In addition to his work, Sean is active in the The New York State Society of CPAs (NYSSCPA) and The CFA Society of New York. Sean grew up in Rockville Centre and is an alum of Chaminade High School. He splits his time between Setauket and Remsenburg with his wife and two sons.
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Co-Founder
Steve has over two decades of experience in institutional sales and trading at a top-tier investment bank. During his time at Credit Suisse, he covered the most sophisticated hedge funds and asset managers around the world. Steve gets to know everyone’s sophisticated wealth picture to gain an appreciation for what they are looking to accomplish and the priorities they find most meaningful. His institutional background deepens the investment perspective to help our clients navigate increasingly complex financial markets. Steve’s expertise in alternative investments offers additional diversified and uncorrelated investment choices for our clients. Steve graduated from the University of Notre Dame with a BA in History, where he played college lacrosse. Steve grew up in Rockville Centre is an alum of Chaminade High School. He enjoys many outdoor activities including surfing, snowboarding, golfing, gardening and beekeeping. Steve is an avid cook and specializes in the art of pizza. He lives in Montauk with his wife and two daughters.
WHAT WE DO
WHAT WE DO
Our four step process ensures a thoughtful and comprehensive approach to your long-term financial planning.
Our Process
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Discover
We start by gathering information and connecting with you to learn about your priorities and concerns.
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Design
Keeping your specific goals in mind, we design a multi-phase action plan suited to your specific financial needs.
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Implement
Next, we create a detailed implementation schedule for your portfolio and services.
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Maintain
Ongoing, we rebalance portfolio as needed driven by market conditions and life events.
Our Services
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Tailored strategies to help you achieve your financial goals.
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Experienced guidance to optimize your investment portfolio.
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Customized solutions to preserve and transfer your wealth.
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Strategic tax planning to minimize liabilities and maximize savings, accompanied by educational resources.
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Proactive management of your cash flow to ensure financial stability and growth.
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Personalized risk assessment and insurance solutions to protect your assets and loved ones.
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Guidance on charitable giving strategies and establishing philanthropic legacies.
