A Wealth of Expertise

Singer Xenos maintains a strong commitment to providing well-rounded expertise to each and every client.  The advisory team brings decades of experience in financial planning, as well as investment banking, bankruptcy law, corporate law and estate tax planning law.  The firm has been acclaimed by the media and clients alike, with recognition by publications that include Worth Magazine, which has repeatedly ranked Singer Xenos among the nation's 100 most exclusive wealth advisors, and Medical Economics magazine, which placed Singer Xenos in its list of the nation's 150 best financial advisors for doctors.

Singer Xenos acknowledges that commission-based compensation invites abuse, and is therefore structured as a fee-only, SEC-registered investment advisor.  This means that the firm’s advisors act exclusively for the benefit of clients, who also benefit from reduced administrative costs and maximized account values. This fiduciary relationship ensures that fees are earned from a value-added standpoint for the client.

Singer Xenos is committed to open lines of communication with all clients, both in English and in Spanish. Whether it's by phone, in person, or via our mailed and faxed communications, we make sure that communication is both provided and available. Each quarter, Singer Xenos provides each client with a detailed accounting of their portfolio earnings and activity, as well as a transparent accounting of fees and expenses. In addition, our quarterly newsletters provide an easy-to-read wrap-up of the prior quarter's investment.

Each client of Singer Xenos receives personalized, attentive financial/retirement planning services that specifically address his or her particular needs and long term goals.  Because we serve only a select group of individuals, we are able to take the time to personally meet with each client, and to return calls promptly.  Our advisors are well equipped to assist individuals while also accounting for any unique financial challenges, such as those faced by women, entrepreneurs, Spanish-speaking individuals and international professionals.

As a Singer Xenos client, you benefit from much more than investment management. To ensure the optimal allocation and management of your resources, our services also include tax planning, estate planning, college funding, asset protection planning, IRA rollover distribution planning, and much more. We are ready to work in concert with other professionals that help you manage your finances, including attorneys and accountants.

Singer Xenos understands that priorities and needs change over time, as do the markets.  As such, we regularly re-visit our clients’ investment allocation to ensure their finances are on track to meet their goals. At Singer Xenos, each client relationship is treated as both dynamic and progressive.

Worth Magazine ranks Singer Xenos among the nation's 100 most exclusive wealth advisors. 

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Medical Economics Magazine places Singer Xenos in "150 best financial advisers for doctors" list.

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