Welcome to Arista Advisory Group, LLC

 
 

Financial planning for the life you want to live, and the world you want to live in.

Our Three Pillars

 
jay-castor-7AcMUSYRZpU-unsplash (1).jpg

✧ Our Philosophy

At AAG our philosophy is grounded in the concept that money is a vital energy. By empowering you to make conscious, intentional decisions about your financial planning, we strive to help you rediscover the purpose and vitality of your money.

nick-cooper-_1UF_3TlKcQ-unsplash.jpg

✧ Financial Planning

Our values-centered and integral financial planning services are designed to help you achieve your life goals with greater confidence, all while minimizing the impact of taxes on your estate.

lifestyle_zen__1021_-8353-800-600-70-rd-255-255-255.jpg

✧ Asset Management

We construct portfolios that are aligned with your goals as well as your beliefs. We work closely with you to identify appropriate investment options, and then take an active role in monitoring the ever-changing investment landscape.

 

OUR SERVICES

 

OUR TEAM

Get to know us!

 

Jerry M. Schwartz, CFP®

jerry@aristaadv.com

808.531.5665

Kimberly M. Mullin, FPQP®

kim@aristaadv.com

518.464.0319

Bernard C. Murphy, CFP®

bernard@aristaadv.com 

831.227.2624

Eileen M. Updyke, FPQP®

eileen@aristaadv.com

518.464.0319

 
 

REFLECT

What is your personal relationship with money?

 
 

DREAM

What role does money play in your vision for the future and the future of your loved ones? What is your vision for the world you want to live in?

 
 
 
 

GROW

How can you embrace the energy and force of money to create joyful prosperity and greater value in the world?