- Anywhere

Ritholtz Wealth Management
Ritholtz Wealth Management is an independent, fee-only registered investment advisory firm founded in 2013 by Barry Ritholtz and Josh Brown. Headquartered in New York City, the firm offers comprehensive financial services, including financial planning, asset management, tax planning, insurance services, estate consulting, and corporate retirement plan solutions. Ritholtz Wealth Management emphasizes a transparent, client-centric approach, aiming to demystify financial strategies and provide clear, actionable advice. The firm has been recognized for its innovative use of ETFs and its commitment to fiduciary standards, serving a diverse clientele ranging from individuals to institutions across the United States. Additionally, Ritholtz Wealth Management offers a robo-advisory service called Liftoff, providing automated portfolio management for clients seeking a more hands-off investment approach. citeturn0search2turn0search3