Let’s start the conversation

You’ll have the chance to get to know us and evaluate if we can help you achieve the financial confidence you want and make an informed decision about hiring us.

We will uncover opportunities and perspectives on what you will share with us shedding light on the roadmap (and support) we can provide as your guide and coach.

Gotham Block specializes in working with equity holders who need help balancing employer stock and options awards and concentrated positions with portfolio risks.

Jan Pevzner, CFP(r), EA | Principal

GETTING STARTED IS EASY, PAINLESS

We know that discussing your finances can be stressful – even with an experienced advisor. We make it as easy as possible. Here’s how:

1

GET IN TOUCH

Schedule a quick meeting to get a feel for who we are and ask your initial questions.

2

START THE CONVERSATION

Allow us to hear your concerns. You'll decide if we have the expertise to give you the financial confidence you want.

3

EXPLORE THE POSSIBILITIES

Let’s take the conversation deeper. You probably have some specific goals in mind. Let’s go over them.

4

DECISION TIME

You know us, and we know you. Are we a match? Let’s start designing your custom financial plan.

Not ready to schedule a call?

If you have questions, we encourage you to reach out to us, but if you are not ready to talk - browse the website, read FAQ, or subscribe to our newsletter. We'll be here when you are ready.

As a fee-only advisor, we get paid by our clients for financial planning and investment management advice. The fees depend on your financial situation's complexity or the value of assets we manage for you.
A fee-based advisor gets paid by the client and other sources, such as commissions from financial products that clients purchase. This fee structure can set up a conflict of interest, as the advisor charges you for advice while steering you toward investment products from which the advisor profits.
If you are in New York City, we'll be glad to meet in person at our midtown Manhattan location. If you prefer the convenience of working from your home or office or are not in New York, we'll be delighted to work with you virtually.
Yes. Gotham Block is registered in New York State, but most states have a de minimus rule that allows investment advisors not registered in that state to have a small number of clients before the adviser is required to register in that state. When we reach a state's de minimus number, we register in that state.