Financial Advisors on Long Island, NY

The decisions that shape your financial life deserve a fiduciary advisor who is obligated to act in your interest. Investment Insight is an independent wealth management firm in Massapequa, working with physicians, business owners, executives, and retirees.

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What to Look for in an Advisor

When you're evaluating an advisor, it’s smart to confirm three things. The first is whether they act as a fiduciary. Then there's how the firm is compensated, and finally the advisor's credentials and relevant experience. If you've never done this before, it can be hard to know where to start or who is really looking out for you.

A fiduciary is legally obligated to act in your interest when giving advice, which is a higher standard than the one that applies to some other financial professionals. Compensation structures vary widely, and any advisor should be able to explain theirs in plain terms before you engage. Credentials matter too, especially experience with a situation like yours, whether that's an approaching retirement or a large position in a single stock.

At Investment Insight Wealth Management, you're working with an independent fiduciary firm in Massapequa whose founder has spent more than 30 years working through decisions like these. Clients pay an advisory fee, and your fee arrangement will be explained in full before you engage.

Our Advisory Process

Initial Consultation

We start with a 15-minute call to talk through your situation, ask questions, and see if working together makes sense before either of us commits to moving forward.

Data-Gathering Session

From there, we schedule a 90-minute meeting to review your income, expenses, assets, and goals in detail, along with your family dynamics, upcoming life transitions, and personal priorities. Comprehensive planning goes beyond the numbers.

Analysis and Strategy

For investment management clients, we prepare portfolio recommendations and explain how your money will be managed and why. For clients who would rather start with a plan alone, we build a financial plan. This is the work that happens before we bring anything back to you.

Recommendation Session

Once the plan or strategy is ready, we walk through it together so you understand the reasoning behind each recommendation. This is your chance to ask questions and push back before taking the next step.

Implementation and Ongoing Review

Once you're ready to move forward, we put the plan into action and revisit it through regular check-ins as your life and goals change.

A Team You'll Work With Directly

You'll work directly with your advisor. Robert J. Sullivan, ChFC®, NSSA®, Founder and Chief Investment Officer, has more than 30 years of experience and manages client portfolios himself. His son, Christopher R. Sullivan, Client Service Coordinator, handles day-to-day client service and is the person most clients reach first. You can read more about both on our About page.

Frequently Asked Questions

How do I choose a financial advisor on Long Island?

Start by verifying the advisor is a fiduciary, which means they are legally obligated to act in your interest when giving advice. Ask how the firm is compensated and request that it be explained in plain terms. Then look at credentials and whether the advisor has relevant experience with situations like yours. At Investment Insight Wealth Management, that first step is a short introductory call with an independent fiduciary advisor in Massapequa.

What does a financial advisor do?

A financial advisor helps organize and manage your finances, typically covering investments, retirement, taxes, and long-term goals, coordinated into one strategy. Some focus narrowly on investments, while others provide broader planning across your whole financial life. At Investment Insight Wealth Management, investment management is the core of the relationship, with retirement, tax, and estate coordination included for qualifying households.

How much does a financial advisor cost?

Fees vary by firm and by service. Advisors are commonly paid a percentage of the assets they manage, a flat or hourly planning fee, commissions, or some combination. Investment Insight Wealth Management is paid through advisory fees. Full fee details for our investment management service are available on our Investment Management page. If you'd prefer to start with a plan alone, we also offer financial planning as a standalone engagement, which runs up to 1.5% of annual household income with a $3,750 minimum; details are on our Financial Planning page.

Are financial advisors worth it?

A financial advisor is often worth the cost once your finances involve more than one account and decisions that affect each other, such as when to retire and how your withdrawals will be taxed. Coordinating those decisions in one place can be more efficient than handling each piece separately, and much of the value comes from having a written plan and someone accountable for keeping it current. That becomes more pronounced during the shift from saving to drawing income.

What is the difference between a fiduciary and a non-fiduciary advisor?

A fiduciary advisor is legally obligated to act in your interest when giving advice. Other financial professionals, such as broker-dealer representatives and insurance agents, are held to different standards that generally apply at the time of a specific recommendation or sale, rather than across the whole relationship. The two standards carry different disclosure obligations, so it's reasonable to ask any advisor which applies to them and how they are compensated. Investment Insight Wealth Management is an SEC Registered Investment Adviser and acts as a fiduciary to its clients.

Ready to Talk to an Advisor?

If it feels like the right next step, a short call is all it takes.

Phone: (516) 249-0060

Email: hello@myinvestmentinsight.com