Entertainment Industry Financial Planning

As a former Broadway actor, Tony founded his financial planning practice in New York City in 2011 on the basis of bringing financial planning to entertainment industry professionals that fully acknowledges the unique idiosyncrasies of a life in the arts.   This remains a central focus of his work. 

Tony counts among his clients a number of the most celebrated professionals in the industry today, including Tony, Emmy, Golden Globe, and Oscar-winning actors, writers, directors, stage and company managers, and producers, leveraging his knowledge of, and relationships within, the industry to create and implement customized financial plans for his clients.      

Customized Financial Solutions:

  • Tailored, flexible goal-driven cash flow and savings strategy
  • Partnership on budgeting and tax strategy with business managers, entertainment attorneys, and industry-specific accountants
  • Investment allocation (including SRI/ESG) and liquidity planning
  • Understanding union qualified plans, pensions, and health benefits
  • Strategic life insurance planning tailored for entertainment professionals
  • Special risk disability income insurance planning
  • Charitable giving strategies and implementation

To get started creating a plan, or if any of these specific issues are relevant to you, let's chat. Schedule a call.