Tweedy Financial Services, LLC creating STRATEGIES for a BRIGHTER tomorrow™ Tweedy Financial Services, LLC, located in a Long Island suburb of New York City, is an independent, fee-only financial planning firm and a Registered Investment Advisor in New York State.

Our Mission

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible.

Financial Planning – No net worth or account size minimums

We help our clients solve a wide range of personal financial planning issues, offering them competent financial advice without selling them any products or requiring any account or net worth minimums. This differs from many other financial advisors who offer advice, but also receive commissions from the sale of financial products or require minimum account sizes or net worth.

Objective Fee-only Financial Advice

Tweedy Financial Services has only our clients’ best interests in mind and is dedicated to offering them professional, objective fee-only financial advice so that they can realize the dreams and goals they have set for themselves and those important to them.

Daily Money Management

In addition to financial planning services, we offer a wide range of Daily Money Management (DMM) services on an hourly fee basis. These services provide personal business assistance to clients who have difficulty managing their personal monetary affairs.

Learn more by contacting us to set up a no-obligation Get-Acquainted Meeting at our office or by phone to discuss your financial goals and how our services can help you achieve them.