Serving Brooklyn, New York
A fee-only fiduciary financial advisor serving Brooklyn
VCP Financial is an independent, fee-only registered investment advisor located just across the Verrazzano-Narrows Bridge in Staten Island — minutes from Bay Ridge, Dyker Heights, and the rest of the borough. We work with Brooklyn clients in person at our office or entirely virtually.
As fiduciaries, we are legally obligated to act in our clients’ best interest. We earn no commissions and sell no products; our only compensation is the advisory fee our clients pay us directly.
Who we work with in Brooklyn
- Professionals and dual-income families building long-term wealth
- Property owners whose net worth is concentrated in Brooklyn real estate
- Business owners who want their investments managed while they run the business
- Employees with equity compensation from NYC employers
Planning notes for Brooklyn investors
Many Brooklyn balance sheets are dominated by property. A home or small multi-family that has appreciated for decades is real wealth — but concentration in any single asset carries risk. We build portfolios that complement what the real estate already does: adding liquidity, diversification, and downside protection rather than doubling the same bets. Risk management first, return-chasing never.
The investment plan also has to respect where you live: Brooklyn residents carry New York City resident income tax on top of state tax, so how a portfolio is structured — what’s held where, when gains are realized — quietly matters more here than in most of the country. It’s one input among several, and we plan for all of them.
Tax rules depend on your specific circumstances and change over time; nothing here is tax advice. We coordinate with your accountant on state tax specifics.
Our office
2535 Victory Blvd
Staten Island, NY 10314
In-person or fully virtual — your choice.
Monday – Friday, 9:00 AM – 6:00 PM
Common questions
Do I need to come to Staten Island for meetings?
No. Many Brooklyn clients visit our Victory Boulevard office — it’s a short drive over the Verrazzano — but we work fully virtually with clients who prefer it. The choice is yours, meeting by meeting.
What does "fee-only" mean?
Fee-only means our only compensation is the advisory fee paid directly by clients. We earn no commissions, no referral fees, and no product-based compensation, which removes a major conflict of interest common elsewhere in the industry.
What is your account minimum?
We typically work with clients who have $1,000,000 or more in investable assets. In certain circumstances, we may accept smaller accounts at our discretion.
How do I get started?
With a conversation — no pitch, no obligation. We discuss your circumstances, explain our approach and fees, and both decide whether the fit is right before anything else happens.
Talk with a fiduciary — no pitch, no obligation.
An initial conversation covers your circumstances, our approach, and our fees — and whether the fit is right, before anything else.
Start the conversationThis page is for informational purposes only and does not constitute investment, tax, or legal advice, an offer of advisory services, or a solicitation. VCP Financial provides advisory services only to clients under a written advisory agreement. For complete information about our services, fees, and potential conflicts of interest, please review our Form ADV Part 2A.