At Big Rock Advisors we simplify financial planning, tax, and investments.
Welcome to
Big Rock Advisors
We’re a wealth management firm on the East End of Long Island.
ABOUT US
ABOUT US
Our Approach
We take the time to understand your complete financial picture, including your goals, lifestyle, liquidity needs, time horizon, and investment experience, to develop a Financial plan. Using this information, we tailor your asset allocation to align with your goals, seeking to optimize your portfolio for the highest return relative to risk. We remain responsive to dynamic market conditions, enabling us to capitalize on short-term opportunities.
In addition to overseeing your investment portfolio, we incorporate current and future tax planning to build a comprehensive financial strategy.
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.
Our Values
Client service, integrity, and partnership aren't just buzzwords to us, they're the cornerstones of our practice.
We're in this together, working as a partner.
Meet the Team
Here’s a bit about us
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Sean brings tax and fixed income expertise 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 earned a Bachelor of Science in Finance from Providence College and a Master of Science in Accounting from Seton Hall University. He is both a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). 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.
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Steve has over two decades of experience in institutional sales and trading at a top-tier investment bank. During his career, he covered the most sophisticated hedge funds and asset managers around the world. Steve gets to know everyone’s 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 Process
Our four step process ensures a thoughtful and comprehensive financial plan.
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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.
