A Dynamic Retirement Planning Partnership
Our retirement planning firm was founded in New York in 1988 by Andrew Brief. Although we are based in New York, we provide financial services to clients all over the country. In 2014, we changed our name to Hudson Dynamic Retirement to better reflect how we serve clients. We believe dynamic planning leads to a dynamic retirement. The world keeps changing, and so do your needs and goals. We adapt accordingly while staying focused on what’s most important to you.
Partners Who Supplement Our Services
We partner with Fusion Advisor Network, a network of over 200 independently owned financial service firms throughout the U.S. This arrangement provides you the best of both worlds: the personalized attention of our independent team of advisors as well as the extended resources of a large, national firm. If needed, we can draw on the expertise and services of Fusion’s entire network for your benefit.
For your investing needs, we use Kestra Investment Services, LLC, one of the top independent broker dealers nationwide. We chose Kestra because it shares our vision of serving clients with objectivity.
When financial advisors have ties to a company that sells products, they may not always maintain objectivity when making recommendations to you. Fusion Advisor Network and Kestra Investment Services do not create financial products. Therefore, we can provide you the best possible independent advice without conflicts of interest.
Some clients come to us with a specific interest in accessing Dimensional Fund Advisors (DFA) Funds, which are only available through a select group of qualified independent advisors. Because our disciplined, long-term investment philosophy aligns with DFA’s, we have been selected as a qualified advisor.
Learn more about what sets us apart from other retirement planning firms:
Our Independent Objectivity >>
Our Individualized Client Service >>