Firm Overview

Fifth Set Investment Advisors LLC is an SEC Registered Investment Advisor based in Westchester, New York. We provide smart financial solutions to young professionals, small business owners and their families.

Fifth Set was founded on the belief that clients deserve evidence-based financial solutions developed by a true advisor who considers only the best interests of the client when providing advice.

As such, we adhere to a fiduciary standard of care in all our client relationships and maintain an independent, objective, and commission‐free approach to investment management and financial planning advice.

We strive to be clear and transparent in our client relationships. We seek to clarify what Wall Street and the financial press make confusing.

Our investment philosophy is grounded in the findings of leading academic finance theory. We focus on long‐term investment success by emphasizing global diversification, low costs, tax efficiency and discipline.

Explore our website to learn more.

Please contact us directly to learn how we can help you create smart solutions to your investment and financial planning challenges.


We serve the following communities in and around Westchester County, NY: Larchmont, Mamaroneck, Scarsdale, New Rochelle, Rye, Rye Brook, Rye Neck, Greenwich, Harrison, Port Chester, White Plains and Pelham.