FINEBERG FINANCIAL MANAGEMENT LLC

Overview

Fineberg Financial Management LLC is an independent, owner-operated registered investment adviser that positions itself as a hands-on portfolio manager and financial planning firm for individuals, families and select institutional clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support and manager selection services. Its fee model is flexible—charging a percentage of assets under management alongside hourly and fixed-fee arrangements—so it can serve ongoing advisory relationships as well as project-based engagements. Investment discipline emphasizes equities as the primary engine of client portfolios, with exchange-traded instruments representing the single largest asset sleeve. The firm acts as a capital allocator, tapping third-party alternative managers across multiple strategies to supplement public market exposure. Fineberg is not positioned as an ESG-focused manager and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices