Tribeca Financial Planning provides comprehensive financial planning and investment management services to individuals, families and small businesses. Focusing on the specific requirements of each client, we help them establish budgets, save for retirement, invest for future growth or current income, plan for efficient estate transfer, minimize taxes and buffer their risks.
The firm operates on a fee-only basis, not receiving any payments from third parties. It maintains a fiduciary relationship with clients. Financial planning services are provided on an hourly basis. Investment management fees are based on assets under management.
Robert Ince, a Certified Financial Planner™ professional with over 35 years of experience in the financial services industry, works closely with clients to develop plans that can help them progress to a secure financial future. He is also a Chartered Financial Analyst and holds a BA in English from The University of Maryland and an MA in Economics from Fordham University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.