Financial & Strategic Planning

Founded in 1985, Malcolm H. Gissen & Associates' wealth planning team provides our clients with experience and expertise found in few other financial advisory firms in the critical areas of risk management, wealth accumulation planning, philanthropy, retirement planning, and financial independence. We develop an individualized plan for helping each client attain his or her financial goals. In the process we become trusted advisors who intend to work with each client and the client's family in dealing with all aspects of the client's financial life, including passing wealth on to future generations.

Money Management

Malcolm H. Gissen & Associates is an independent investment advisory firm specializing in developing individualized investment portfolios designed to meet each client's specific financial needs and risk tolerance. Our firm's relationships with brokerage firms and companies operating throughout the world have enabled us to find exceptional investments that are not often discovered by most American money management firms. We believe that our unique investment approach should enable our portfolios to continue to outperform their benchmarks. Malcolm H. Gissen & Associates is a fee-only firm that does not earn commissions on any client transactions. Our interests are aligned with the interests of our clients.

We do more than invest and manage money for our clients. We want them to be comfortable turning to us as trusted advisors in all aspects of their financial lives. By tapping into our experience, know-how, and ability to find unusual and wide-ranging investment opportunities, our clients have been able to achieve higher returns with less risk.

Financial Planning
Starting from where you are now, how do you get where you need to be?
Detailed goal-setting, retirement planning, and cash-flow analysis from professionals.

Financial Advisory / Money Management
Independent financial advice. Fee-only management. No hard-sell or off-the-rack investment products.
Registered Investment Advisors focused on risk-controlled growth.

While we focus on money management and outperforming the equities indices, Malcolm H. Gissen & Associates advises clients